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American Funds Fundamental Invs F2 (FINFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Risk overview
Morningstar risk rating★★★
Number of years up12
Number of years down3
Best 1-yr total return (20 Jun 2024)33.72%
Worst 1-yr total return (20 Jun 2024)N/A
Risk statistics
3 years
FINFXCategory average5 years
FINFXCategory average10 years
FINFXCategory averageAlpha
-0.78-0.01
-0.79-0.01
-0.56-0.01
BETA
0.960.01
0.970.01
0.970.01
Mean annual return
0.810.01
1.270.01
1.020.01
R-squared
96.670.94
96.990.95
96.640.95
Standard deviation
17.520.17
18.030.19
15.120.15
Sharpe ratio
0.370
0.720.01
0.710.01
Treynor ratio
5.410.03
12.580.1
10.450.1
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