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American Funds Fundamental Invs F2 (FINFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.66+0.12 (+0.15%)
At close: 08:00PM EST

Risk overview

Morningstar risk rating★★★
Number of years up12
Number of years down3
Best 1-yr total return (3 Mar 2024)33.72%
Worst 1-yr total return (3 Mar 2024)N/A

Risk statistics

3 years
FINFXCategory average
5 years
FINFXCategory average
10 years
FINFXCategory average
Alpha
-0.83-0.02
-1.51-0.01
-0.76-0.02
BETA
0.960.01
0.980.01
0.970.01
Mean annual return
0.90.01
1.110.01
10.01
R-squared
96.390.95
97.120.95
96.650.95
Standard deviation
17.140.19
18.110.15
14.960.14
Sharpe ratio
0.480.01
0.620.01
0.710.01
Treynor ratio
7.370.16
10.470.15
10.340.12