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American Funds Fundamental Invs F1 (AFIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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77.35

+1.21

(+1.59%)

As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★

Number of years up17

Number of years down5

Best 1-yr total return (22 Apr 2024)33.40%

Worst 1-yr total return (22 Apr 2024)N/A

Risk statistics

3 years

AFIFXCategory average

5 years

AFIFXCategory average

10 years

AFIFXCategory average

Alpha

-0.72-0.02

-1.22-0.01

-0.78-0.02

BETA

0.960.01

0.980.01

0.970.01

Mean annual return

0.950.01

1.190.01

1.020.01

R-squared

96.450.95

97.080.95

96.620.95

Standard deviation

17.330.19

18.270.15

15.020.14

Sharpe ratio

0.490.01

0.660.01

0.720.01

Treynor ratio

7.690.16

11.440.15

10.560.12