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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

Risk overview

Morningstar risk rating★★
Number of years up15
Number of years down3
Best 1-yr total return (3 Feb 2019)32.30%
Worst 1-yr total return (3 Feb 2019)-40.16%

Risk statistics

3 years
RFNAXCategory average
5 years
RFNAXCategory average
10 years
RFNAXCategory average
Alpha
-2.59-0.02
-2.81-0.01
-1.71-0.02
BETA
0.960.01
0.960.01
0.970.01
Mean annual return
0.560.01
0.630.01
0.910.01
R-squared
97.070.95
96.970.95
96.420.95
Standard deviation
20.650.19
18.220.15
14.550.14
Sharpe ratio
-0.130.01
0.160.01
1.260.01
Treynor ratio
3.960.16
4.950.15
9.770.12