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American Funds Fundamental Invs C (AFICX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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82.08

+0.28

(+0.34%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up17

Number of years down5

Best 1-yr total return (2 Jul 2024)32.26%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

AFICXCategory average

5 years

AFICXCategory average

10 years

AFICXCategory average

Alpha

-1.54-0.01

-1.83-0.01

-1.59-0.01

BETA

0.960.01

0.970.01

0.970.01

Mean annual return

0.780.01

1.130.01

0.950.01

R-squared

96.810.94

96.930.95

96.640.95

Standard deviation

17.540.17

17.850.19

15.110.15

Sharpe ratio

0.340

0.630.01

0.650.01

Treynor ratio

4.850.03

10.580.1

9.410.1