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Summary
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
RFNAX - American Funds Fundamental Investors Class R-1
Nasdaq - Nasdaq Delayed price. Currency in USD
Risk overview
Morningstar risk rating
★★
Number of years up
16
Number of years down
4
Best 1-yr total return (25 May 2023)
32.30%
Worst 1-yr total return (25 May 2023)
N/A
Risk statistics
3 years
RFNAX
Category average
5 years
RFNAX
Category average
10 years
RFNAX
Category average
Alpha
-1.79
-0.02
-2.98
-0.01
-1.74
-0.02
BETA
0.95
0.01
0.96
0.01
0.97
0.01
Mean annual return
1.06
0.01
0.76
0.01
0.88
0.01
R-squared
96.43
0.95
96.89
0.95
96.41
0.95
Standard deviation
17.43
0.19
18.14
0.15
14.64
0.14
Sharpe ratio
0.65
0.01
0.42
0.01
0.65
0.01
Treynor ratio
11.1
0.16
6.5
0.15
9.22
0.12
Data disclaimer
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