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American Funds Fundamental Invs F2 (FINFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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80.79

+0.05

(+0.06%)

At close: 05:17PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up12

Number of Years Down3

Best 1 Yr Total Return (May 15, 2024)33.72%

Worst 1 Yr Total Return (May 15, 2024)N/A

Risk Statistics

3 Years

FINFXCategory Average

5 Years

FINFXCategory Average

10 Years

FINFXCategory Average

Alpha

-0.12-0.01

-0.86-0.01

-0.44-0.01

BETA

0.970.01

0.980.01

0.970.01

Mean Annual Return

0.750.01

1.090.01

1.010.01

R-squared

96.570.94

97.110.95

96.660.95

Standard Deviation

17.430.17

18.370.19

15.10.15

Sharpe Ratio

0.340

0.590.01

0.70.01

Treynor Ratio

4.790.03

9.960.1

10.350.1