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American Funds Fundamental Invs F3 (FUNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.16-0.35 (-0.46%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up4
Number of years down2
Best 1-yr total return (29 Apr 2024)28.00%
Worst 1-yr total return (29 Apr 2024)N/A

Risk statistics

3 years
FUNFXCategory average
5 years
FUNFXCategory average
10 years
FUNFXCategory average
Alpha
-0.34-0.02
-0.85-0.01
-0.51-0.02
BETA
0.960.01
0.980.01
0.970.01
Mean annual return
0.980.01
1.220.01
1.050.01
R-squared
96.450.95
97.080.95
96.630.95
Standard deviation
17.340.19
18.280.15
15.030.14
Sharpe ratio
0.510.01
0.680.01
0.740.01
Treynor ratio
8.120.16
11.860.15
10.870.12