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American Funds Fundamental Invs R1 (RFNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.44-0.32 (-0.42%)
As of 08:05AM EDT. Market open.

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (24 Apr 2024)32.30%
Worst 1-yr total return (24 Apr 2024)N/A

Risk statistics

3 years
RFNAXCategory average
5 years
RFNAXCategory average
10 years
RFNAXCategory average
Alpha
-1.44-0.02
-1.94-0.01
-1.51-0.02
BETA
0.960.01
0.980.01
0.970.01
Mean annual return
0.890.01
1.130.01
0.960.01
R-squared
96.450.95
97.080.95
96.620.95
Standard deviation
17.320.19
18.260.15
15.010.14
Sharpe ratio
0.450.01
0.620.01
0.670.01
Treynor ratio
6.880.16
10.610.15
9.730.12