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ALL ORDS
7,975.10
-64.80(-0.81%)
AUD/USD
0.6646
+0.0002(+0.04%)
ASX 200
7,733.70
-62.30(-0.80%)
OIL
81.02
+0.29(+0.36%)
GOLD
2,339.00
+7.80(+0.33%)
Bitcoin AUD
91,960.94
-4,743.22(-4.90%)

American Funds Fundamental Invs F3 (FUNFX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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81.40

-0.35

(-0.43%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up4

Number of years down2

Best 1-yr total return (20 June 2024)28.00%

Worst 1-yr total return (20 June 2024)N/A

Risk statistics

3 years

FUNFXCategory average

5 years

FUNFXCategory average

10 years

FUNFXCategory average

Alpha

-0.67-0.01

-0.68-0.01

-0.54-0.01

BETA

0.960.01

0.970.01

0.970.01

Mean annual return

0.820.01

1.280.01

1.030.01

R-squared

96.660.94

970.95

96.660.95

Standard deviation

17.510.17

18.020.19

15.120.15

Sharpe ratio

0.380

0.730.01

0.710.01

Treynor ratio

5.530.03

12.710.1

10.480.1