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American Funds Fundamental Investors Class R-2E (RFEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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76.91-0.52 (-0.67%)
At close: 08:00PM EST

Risk overview

Morningstar risk rating★★
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)27.00%
Worst 1-yr total return (3 Feb 2019)-7.08%

Risk statistics

3 years
RFEBXCategory average
5 years
RFEBXCategory average
10 years
RFEBXCategory average
Alpha
-2.61-0.02
-1.92-0.01
-1.27-0.02
Beta
0.970.01
0.960.01
0.980.01
Mean annual return
1.130.01
1.20.01
1.230.01
R-squared
97.530.95
96.360.95
96.30.95
Standard deviation
18.460.19
14.910.15
13.210.14
Sharpe ratio
0.680.01
0.880.01
1.070.01
Treynor ratio
11.870.16
13.440.15
14.50.12