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American Funds Fundamental Invs F1 (AFIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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76.15

-0.34

(-0.44%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up17

Number of Years Down5

Best 1 Yr Total Return (Apr 29, 2024)33.40%

Worst 1 Yr Total Return (Apr 29, 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