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American Funds Fundamental Invs R1 (RFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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78.07

+1.03

(+1.34%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up17

Number of years down4

Best 1-yr total return (5 May 2024)32.30%

Worst 1-yr total return (5 May 2024)N/A

Risk statistics

3 years

RFNAXCategory average

5 years

RFNAXCategory average

10 years

RFNAXCategory average

Alpha

-1.1-0.02

-1.85-0.01

-1.44-0.02

BETA

0.970.01

0.980.01

0.970.01

Mean annual return

0.670.01

10.01

0.930.01

R-squared

96.570.95

97.10.95

96.660.95

Standard deviation

17.410.19

18.350.15

15.090.14

Sharpe ratio

0.280.01

0.540.01

0.640.01

Treynor ratio

3.710.16

8.850.15

9.220.12