American Funds Fundamental Investors
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -2.93 | -7.91 | 2.62 | 5.56 | 1.91 | 7.61 | 0.64 | 1.25 | 0.49 | 5.91 | -0.71 | 0 |
| 1981 | -1.78 | 3.04 | 4.62 | 0 | 2.05 | -1.68 | -2.96 | -4.45 | -3.36 | 2.96 | 3.07 | -2.1 | -1.1 |
| 1982 | -0.25 | -2.61 | 0.53 | 5.03 | -3.27 | 0.26 | -0.79 | 14.23 | -1.06 | 10.93 | 6.37 | 1.93 | 34.2 |
| 1983 | 4.79 | 3.54 | 2.89 | 5.07 | -1.56 | 5.48 | -3.35 | 0.91 | 2.69 | 0.08 | 4.31 | -0.82 | 26.3 |
| 1984 | -2.79 | -9.55 | 2.83 | 0.55 | -5.2 | 1.36 | -0.48 | 11.39 | -1.66 | 4.35 | -1.69 | 4.19 | 1.8 |
| 1985 | 7.87 | -5.59 | -1.74 | -2.7 | 9.38 | 1.36 | 1.42 | -0.21 | -3.46 | 4.31 | 7.9 | 4.59 | 24.2 |
| 1986 | 2.58 | -1.74 | 3.82 | -0.67 | 5.3 | 0.52 | -5.77 | 7.57 | -7.39 | 6.4 | -5.79 | -1.86 | 1.6 |
| 1987 | 13.51 | 4.42 | 0.3 | -0.3 | 1.16 | 4.04 | 3.14 | 4.77 | -2.76 | -20.98 | -12.57 | 7.17 | -3 |
| 1988 | 3.12 | 4.06 | -3 | 1.65 | 1.51 | 5.97 | -1.52 | -3.17 | 3.85 | 1.01 | -3.33 | 1.96 | 12.2 |
| 1989 | 8.7 | -3.11 | 1.11 | 4.72 | 4.71 | -1.43 | 8.13 | 3.91 | 0.05 | -2.16 | -7.12 | -0.85 | 16.6 |
| 1990 | -5.6 | 2.71 | 3.16 | -2.39 | 8.53 | -1.34 | -3.36 | -9.22 | -5.68 | -1.07 | 2.13 | 2.95 | -10 |
| 1991 | 7.4 | 5.66 | 0.19 | 0.43 | 5.19 | -4.94 | 4.15 | 1.19 | -0.47 | 2.32 | -4.03 | 10.22 | 29.6 |
| 1992 | 0 | 2.74 | -2.48 | 1.85 | 0 | -1.25 | 3.47 | -2.91 | 1.74 | 0.8 | 4.31 | 1.8 | 10.2 |
| 1993 | 2 | 1.81 | 2.44 | -0.87 | 2.68 | 0.53 | 0.21 | 4.21 | 0.41 | 2.91 | -1.75 | 2.31 | 18.1 |
| 1994 | 3.31 | -1.98 | -3.79 | 1.37 | 1.07 | -2.13 | 3.38 | 3.73 | -2.69 | 2.1 | -4.27 | 1.69 | 1.3 |
| 1995 | 1.09 | 4.25 | 3.03 | 2.57 | 3.87 | 2.78 | 4.17 | 0.19 | 1.99 | 0.19 | 5 | 0.81 | 34.2 |
| 1996 | 3.32 | 1.5 | 0.26 | 2.03 | 0.47 | -0.51 | -4.64 | 3.17 | 5.17 | 2.07 | 7.06 | -1.01 | 20 |
| 1997 | 4.4 | 0.09 | -1.98 | 3.85 | 5.23 | 4.31 | 8.24 | -3.86 | 5.64 | -3.71 | 1.47 | 1.03 | 26.7 |
| 1998 | 1.28 | 6.18 | 3.32 | 2.12 | -2.4 | 1.9 | -2.13 | -12.76 | 4.92 | 5.35 | 5.6 | 3.91 | 16.8 |
| 1999 | 3.46 | -1.53 | 4.59 | 6.88 | -1.47 | 4.21 | -1.34 | -1.2 | -2.47 | 4.36 | 1.17 | 6.17 | 24.6 |
| 2000 | -2.33 | 0.8 | 8.67 | -1.72 | -0.3 | 0.96 | -2.07 | 5.81 | -2.64 | 0.56 | -5.39 | 2.52 | 4.1 |
| 2001 | 3.4 | -6.48 | -5.36 | 7.48 | 0.35 | -3.01 | -0.75 | -5.11 | -10.27 | 3 | 7.4 | 1.04 | -9.6 |
| 2002 | -2.33 | 0.53 | 4.32 | -2.86 | 0.29 | -6.14 | -9.4 | 0.21 | -9.23 | 4.63 | 6.39 | -3.8 | -17.4 |
| 2003 | -3.82 | -2.2 | 0.1 | 9.07 | 5.29 | 1.22 | 1.62 | 3.44 | -1.35 | 6.83 | 1.54 | 7.2 | 32 |
| 2004 | 0.87 | 2.3 | -1.45 | -2.39 | 0.71 | 2.83 | -1.9 | 0.08 | 2.81 | 1.59 | 5.58 | 2.35 | 13.9 |
| 2005 | -2.85 | 3.96 | -1.6 | -3.04 | 2.68 | 1.89 | 4.74 | 1.57 | 1.49 | -3.22 | 3.8 | 2.15 | 11.7 |
| 2006 | 6.33 | -1.36 | 2.35 | 3.64 | -2.57 | 0.39 | 0.18 | 1.41 | 0.57 | 3.43 | 2.35 | 1.33 | 19.3 |
| 2007 | 1.42 | -0.57 | 1.62 | 4.5 | 4.57 | -0.74 | -2.78 | 1.34 | 4.74 | 3.01 | -4.27 | 0.44 | 13.6 |
| 2008 | -5.96 | -0.8 | -1.17 | 4.54 | 3.82 | -7.41 | -3.73 | 0.05 | -11.85 | -18.77 | -7.49 | 2.06 | -39.7 |
| 2009 | -7.13 | -7.22 | 8.17 | 9.76 | 7.93 | -1.1 | 7.33 | 2.45 | 4.7 | -2.26 | 6.05 | 2.34 | 33.4 |
| 2010 | -3.88 | 2.19 | 6.2 | 0.71 | -8.46 | -3.96 | 7.47 | -4.13 | 8.77 | 3.7 | -0.86 | 7.18 | 14.1 |
| 2011 | 2.29 | 3.6 | 0.59 | 2.97 | -1.62 | -1.71 | -2.84 | -6.17 | -8.87 | 11.14 | -0.17 | 0.28 | -1.9 |
| 2012 | 5.14 | 4.03 | 2 | -0.38 | -6.94 | 3.97 | 1.56 | 2.32 | 2.43 | -0.72 | 1.56 | 1.49 | 17.1 |
| 2013 | 4.83 | 0.65 | 3.01 | 2.49 | 2.72 | -1.65 | 4.01 | -2.51 | 4.83 | 4.38 | 2.18 | 3.1 | 31.5 |
| 2014 | -3.81 | 4.42 | -0.08 | 0.25 | 2.69 | 1.95 | -1.97 | 4.08 | -1.52 | 1.26 | 2.28 | -0.59 | 9 |
| 2015 | -2.46 | 6.16 | -1.89 | 2.13 | 1.05 | -1.83 | 1.75 | -6.21 | -2.66 | 9.29 | 0.71 | -1.74 | 3.4 |
| 2016 | -5.17 | -0.64 | 6.66 | 1.61 | 1.41 | 0.34 | 2.94 | 0.49 | 0.67 | -1.11 | 3.67 | 1.44 | 12.5 |
| 2017 | 2.87 | 2.86 | 0.76 | 1.19 | 2.24 | -0.32 | 2.72 | 0.13 | 2.3 | 2.88 | 1.75 | 1.88 | 23.4 |
| 2018 | 6.2 | -4.27 | -2.16 | 0.19 | 1.71 | 0.6 | 3.02 | 0.74 | 0.81 | -6.89 | 1.53 | -7.56 | -6.8 |
| 2019 | 7.9 | 2.48 | 1.26 | 3.79 | -7.13 | 5.33 | 0.78 | -2.14 | 1.03 | 3.03 | 4.24 | -2.21 | 19 |
| 2020 | 5.66 | 4.54 | 2.21 | 2.68 | 11.77 | -14.39 | -6.9 | -1.16 | -7.17 | -2.65 | 11.62 | 4.67 | 11.5 |
| 2021 | -8.18 | 12.12 | 3.49 | 4.28 | 1.8 | 1.03 | 1.15 | 2.41 | -4.83 | 5.86 | -2.38 | -2.37 | 9.9 |
| 2022 | -5.69 | -2.15 | 1.84 | -8.14 | 1.25 | -11.52 | 7.52 | -3.36 | -9.04 | 8.07 | 7.15 | -6.3 | -20.7 |
| 2023 | 6.57 | -2.77 | 1.95 | 1.79 | -0.25 | 4.94 | 3.69 | -1.72 | -4.85 | -2.02 | 9.23 | 1.58 | 18.7 |
| 2024 | 1.08 | 5.84 | 3.97 | -0.28 | 12.9 |