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American Funds Fundamental Invs R1 (RFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.20+0.56 (+0.70%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (23 May 2024)32.30%
Worst 1-yr total return (23 May 2024)N/A

Risk statistics

3 years
RFNAXCategory average
5 years
RFNAXCategory average
10 years
RFNAXCategory average
Alpha
-1.1-0.01
-1.85-0.01
-1.44-0.01
BETA
0.970.01
0.980.01
0.970.01
Mean annual return
0.670.01
10.01
0.930.01
R-squared
96.570.94
97.10.95
96.660.95
Standard deviation
17.410.17
18.350.19
15.090.15
Sharpe ratio
0.280
0.540.01
0.640.01
Treynor ratio
3.710.03
8.850.1
9.220.1