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American Funds Fundamental Invs 529A (CFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.58+0.55 (+0.72%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (2 May 2024)33.30%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
CFNAXCategory average
5 years
CFNAXCategory average
10 years
CFNAXCategory average
Alpha
-0.37-0.02
-1.11-0.01
-0.71-0.02
BETA
0.970.01
0.980.01
0.970.01
Mean annual return
0.730.01
1.060.01
0.990.01
R-squared
96.570.95
97.10.95
96.660.95
Standard deviation
17.420.19
18.360.15
15.090.14
Sharpe ratio
0.330.01
0.580.01
0.690.01
Treynor ratio
4.520.16
9.680.15
10.050.12