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American Funds Fundamental Investors Class R-2 (RFNBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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62.70+0.13 (+0.21%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.60%
5-Year Average Return10.00%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)32.22%
Worst 1 Yr Total Return (Feb 3, 2019)-40.19%
Best 3-Yr Total Return32.22%
Worst 3-Yr Total Return-7.31%

Trailing Returns (%) Vs. Benchmarks

ReturnRFNBXCategory
YTD-17.52%14.84%
1-Month-10.16%1.65%
3-Month-11.58%7.55%
1-Year-7.20%40.47%
3-Year8.63%16.77%
5-Year10.31%16.15%
10-Year11.17%13.21%
Last Bull Market23.10%24.09%
Last Bear Market-19.93%-17.61%

Annual Total Return (%) History

Year
RFNBXCategory
2022
N/AN/A
2021
21.55%N/A
2020
14.05%15.83%
2019
26.62%28.78%
2018
-7.37%-6.27%
2017
22.39%20.44%
2016
11.65%10.37%
2015
2.61%-1.07%
2014
8.11%10.96%
2013
30.55%31.50%
2012
16.24%14.96%
2011
-2.64%-1.27%
2010
13.15%14.01%
2009
32.22%28.17%
2008
-40.19%-37.79%
2007
12.61%6.16%
2006
18.25%14.17%
2005
10.73%5.88%
2004
13.02%10.02%
2003
30.93%27.05%
2002
N/A-22.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.99%N/AN/AN/A
20216.11%7.07%-1.39%8.49%
2020-21.07%19.00%6.75%13.76%
201911.75%2.60%-0.28%10.75%
2018-0.73%2.33%4.41%-12.66%
20176.39%2.93%5.02%6.43%
20160.30%3.22%3.91%3.80%
20151.41%1.14%-7.27%7.89%
20140.17%4.74%0.30%2.74%
20138.49%3.34%6.11%9.74%
201211.36%-3.81%6.27%2.12%
20116.40%-0.60%-17.11%11.06%
20104.11%-11.64%11.87%9.96%
2009-7.00%16.89%14.87%5.89%
2008-7.99%0.29%-15.28%-23.49%
20072.25%8.26%2.98%-1.21%
20067.15%1.16%1.94%7.02%
2005-0.85%1.25%7.73%2.39%
20041.51%0.87%0.73%9.59%
2003-5.98%15.97%3.50%16.02%
2002-17.80%6.86%N/AN/A

Rank In Category (By Total Return)

YTD85
1-Month47
3-Month88
1-Year75
3-Year83
5-Year81

Load Adjusted Returns

1-Year27.45%
3-Year12.22%
5-Year13.74%
10-Year14.37%
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