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American Funds Fundamental Invs R4 (RFNEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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80.56+0.57 (+0.71%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (23 May 2024)33.31%
Worst 1-yr total return (23 May 2024)N/A

Risk statistics

3 years
RFNEXCategory average
5 years
RFNEXCategory average
10 years
RFNEXCategory average
Alpha
-0.36-0.01
-1.1-0.01
-0.69-0.01
BETA
0.970.01
0.980.01
0.970.01
Mean annual return
0.730.01
1.060.01
0.990.01
R-squared
96.570.94
97.10.95
96.660.95
Standard deviation
17.420.17
18.360.19
15.10.15
Sharpe ratio
0.330
0.580.01
0.690.01
Treynor ratio
4.530.03
9.690.1
10.070.1