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American Funds Fundamental Invs R2 (RFNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.09+0.55 (+0.73%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (2 May 2024)32.22%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
RFNBXCategory average
5 years
RFNBXCategory average
10 years
RFNBXCategory average
Alpha
-1.11-0.02
-1.85-0.01
-1.43-0.02
BETA
0.970.01
0.980.01
0.970.01
Mean annual return
0.670.01
10.01
0.930.01
R-squared
96.580.95
97.110.95
96.670.95
Standard deviation
17.410.19
18.350.15
15.090.14
Sharpe ratio
0.280.01
0.540.01
0.640.01
Treynor ratio
3.710.16
8.840.15
9.240.12