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American Funds Fundamental Investors Class R-1 (RFNAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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63.77
+0.57
(+0.90%)
At close: 08:00PM EST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
15
Number of years down
3
Best 1-yr total return (3 Feb 2019)
32.30%
Worst 1-yr total return (3 Feb 2019)
-40.16%
Risk statistics
3 years
RFNAX
Category average
5 years
RFNAX
Category average
10 years
RFNAX
Category average
Alpha
-2.59
-0.02
-2.81
-0.01
-1.71
-0.02
BETA
0.96
0.01
0.96
0.01
0.97
0.01
Mean annual return
0.56
0.01
0.63
0.01
0.91
0.01
R-squared
97.07
0.95
96.97
0.95
96.42
0.95
Standard deviation
20.65
0.19
18.22
0.15
14.55
0.14
Sharpe ratio
-0.13
0.01
0.16
0.01
1.26
0.01
Treynor ratio
3.96
0.16
4.95
0.15
9.77
0.12
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