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American Funds Fundamental Invs R2E (RFEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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75.63

+0.62

(+0.83%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up7

Number of Years Down2

Best 1 Yr Total Return (Apr 21, 2024)27.00%

Worst 1 Yr Total Return (Apr 21, 2024)N/A

Risk Statistics

3 Years

RFEBXCategory Average

5 Years

RFEBXCategory Average

10 Years

RFEBXCategory Average

Alpha

-1.15-0.02

-1.65-0.01

-1.16-0.02

BETA

0.960.01

0.980.01

0.970.01

Mean Annual Return

0.910.01

1.150.01

0.990.01

R-squared

96.440.95

97.070.95

96.610.95

Standard Deviation

17.310.19

18.260.15

15.010.14

Sharpe Ratio

0.470.01

0.640.01

0.70.01

Treynor Ratio

7.20.16

10.950.15

10.130.12