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American Funds Fundamental Invs R2E (RFEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.18+0.55 (+0.73%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.59%
5-year average return11.53%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)27.00%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return27.00%
Worst 3-yr total return4.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFEBXCategory
YTD7.13%14.84%
1-month-3.79%1.65%
3-month6.04%7.55%
1-year24.65%40.47%
3-year7.02%16.77%
5-year11.18%16.15%
10-year10.88%13.21%
Last bull market28.67%24.09%
Last bear market-15.89%-17.61%

Annual total return (%) history

Year
RFEBXCategory
2024
N/AN/A
2023
25.27%N/A
2022
-17.07%N/A
2021
21.89%N/A
2020
14.39%15.83%
2019
27.00%28.78%
2018
-7.08%-6.27%
2017
22.74%20.44%
2016
12.04%10.37%
2015
3.09%-1.07%
2014
N/A10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.34%N/AN/AN/A
20235.82%7.71%-2.89%13.18%
2022-5.91%-15.89%-5.33%10.68%
20216.19%7.15%-1.32%8.56%
2020-21.01%19.09%6.82%13.84%
201911.82%2.69%-0.22%10.84%
2018-0.64%2.39%4.49%-12.59%
20176.45%3.02%5.08%6.51%
20160.40%3.28%4.00%3.88%
20151.62%1.28%-7.24%8.00%
20142.95%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month24
3-month11
1-year17
3-year46
5-year69

Load adjusted returns

1-year24.65%
3-year7.02%
5-year11.18%
10-year10.88%