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American Funds Fundamental Invs A (ANCFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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79.52

+0.38

(+0.48%)

At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up37

Number of Years Down8

Best 1 Yr Total Return (May 30, 2024)33.36%

Worst 1 Yr Total Return (May 30, 2024)N/A

Risk Statistics

3 Years

ANCFXCategory Average

5 Years

ANCFXCategory Average

10 Years

ANCFXCategory Average

Alpha

-0.33-0.01

-1.07-0.01

-0.65-0.01

BETA

0.970.01

0.980.01

0.970.01

Mean Annual Return

0.730.01

1.070.01

10.01

R-squared

96.570.94

97.110.95

96.670.95

Standard Deviation

17.430.17

18.360.19

15.10.15

Sharpe Ratio

0.330

0.580.01

0.690.01

Treynor Ratio

4.560.03

9.720.1

10.120.1