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American Funds Fundamental Invs 529-F-2 (FFXFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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82.58
+0.28
(+0.34%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
2
Number of years down
1
Best 1-yr total return (4 Jul 2024)
26.15%
Worst 1-yr total return (4 Jul 2024)
N/A
Risk statistics
3 years
FFXFX
Category average
5 years
FFXFX
Category average
10 years
FFXFX
Category average
Alpha
-0.57
-0.01
-0.92
-0.01
-0.74
-0.01
BETA
0.96
0.01
0.97
0.01
0.97
0.01
Mean annual return
0.86
0.01
1.2
0.01
1.02
0.01
R-squared
96.8
0.94
96.91
0.95
96.63
0.95
Standard deviation
17.55
0.17
17.87
0.19
15.13
0.15
Sharpe ratio
0.4
0
0.68
0.01
0.7
0.01
Treynor ratio
5.93
0.03
11.62
0.1
10.38
0.1
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