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American Funds Fundamental Invs F1 (AFIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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76.70

+0.55

(+0.72%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up17

Number of years down5

Best 1-yr total return (2 May 2024)33.40%

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

Risk statistics

3 years

AFIFXCategory average

5 years

AFIFXCategory average

10 years

AFIFXCategory average

Alpha

-0.39-0.02

-1.12-0.01

-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

96.560.95

97.110.95

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

4.50.16

9.660.15

10.050.12