RFNAX - American Funds Fundamental Investors Class R-1

Nasdaq - Nasdaq Delayed price. Currency in USD

Risk overview

Morningstar risk rating★★
Number of years up16
Number of years down4
Best 1-yr total return (25 May 2023)32.30%
Worst 1-yr total return (25 May 2023)N/A

Risk statistics

3 years
RFNAXCategory average
5 years
RFNAXCategory average
10 years
RFNAXCategory average
Alpha
-1.79-0.02
-2.98-0.01
-1.74-0.02
BETA
0.950.01
0.960.01
0.970.01
Mean annual return
1.060.01
0.760.01
0.880.01
R-squared
96.430.95
96.890.95
96.410.95
Standard deviation
17.430.19
18.140.15
14.640.14
Sharpe ratio
0.650.01
0.420.01
0.650.01
Treynor ratio
11.10.16
6.50.15
9.220.12