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American Funds Fundamental Invs R5E (RFNHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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81.24

-0.35

(-0.43%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up6

Number of Years Down2

Best 1 Yr Total Return (Jun 20, 2024)27.84%

Worst 1 Yr Total Return (Jun 20, 2024)N/A

Risk Statistics

3 Years

RFNHXCategory Average

5 Years

RFNHXCategory Average

10 Years

RFNHXCategory Average

Alpha

-0.83-0.01

-0.83-0.01

-0.63-0.01

BETA

0.960.01

0.970.01

0.970.01

Mean Annual Return

0.80.01

1.260.01

1.020.01

R-squared

96.660.94

96.990.95

96.650.95

Standard Deviation

17.50.17

18.010.19

15.120.15

Sharpe Ratio

0.370

0.720.01

0.70.01

Treynor Ratio

5.360.03

12.530.1

10.370.1