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American Funds Fundamental Invs F2 (FINFX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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77.74

+0.82

(+1.07%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up12

Number of years down3

Best 1-yr total return (25 Apr 2024)33.72%

Worst 1-yr total return (25 Apr 2024)N/A

Risk statistics

3 years

FINFXCategory average

5 years

FINFXCategory average

10 years

FINFXCategory average

Alpha

-0.45-0.02

-0.96-0.01

-0.52-0.02

BETA

0.960.01

0.980.01

0.970.01

Mean annual return

0.970.01

1.210.01

1.050.01

R-squared

96.460.95

97.080.95

96.620.95

Standard deviation

17.340.19

18.280.15

15.030.14

Sharpe ratio

0.510.01

0.680.01

0.740.01

Treynor ratio

7.990.16

11.740.15

10.860.12