SeeFundsee funds clearly 🔍
Saved Sign in

RFNHX — American Funds Fundamental Invs R-5E

Data as of 2026-10-02 · US · Broad · window 2016-10-02 → 2026-10-02 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

RFNHX
Total return+287.34%
Annualised (CAGR)+14.50%
Volatility (annualised)+15.38%
Sharpe (rf = 0)0.94
Deepest drawdown-33.89%
Drawdown peak → trough2020-02-19 → 2020-03-23
Dividend yield (12m distributions)7.50% (as of 2026-10-02)

Over the 10.0 years to 2026-10-02 the fund returned +287.34% in total (+14.50% a year), with a deepest drawdown of -33.89% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-16.54%), its best 2019 (+27.81%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearRFNHX
2026+13.97%
2025+24.47%
2024+23.23%
2023+26.07%
2022-16.54%
2021+22.71%
2020+13.60%
2019+27.81%
2018-7.80%
2017+23.01%
2016+4.22%

Common questions

How much has RFNHX returned over the last 10 years?

+287.34% in total, which works out to +14.50% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.

What was RFNHX's worst year?

2022 — its calendar-year return was -16.54% (net of fees, dividends reinvested). Its best year was 2019 (+27.81%).

How deep was RFNHX's worst drawdown?

-33.89%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 163 days (about 5.4 months) to climb back to the earlier peak.

Does RFNHX pay dividends?

Over the last 12 months it distributed 7.50% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.

What this page does not say

It does not say RFNHX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -33.89% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open RFNHX in the tool. History is shown as history, never sold as a forecast.

More in US · Broad: IWY · MGK · OEF · Funds