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American Funds Fundamental Invs R3 (RFNCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:05AM EDT
Risk overview
Morningstar risk rating★★★
Number of years up17
Number of years down4
Best 1-yr total return (5 May 2024)32.93%
Worst 1-yr total return (5 May 2024)N/A
Risk statistics
3 years
RFNCXCategory average5 years
RFNCXCategory average10 years
RFNCXCategory averageAlpha
-0.66-0.02
-1.41-0.01
-0.99-0.02
BETA
0.970.01
0.980.01
0.970.01
Mean annual return
0.70.01
1.040.01
0.970.01
R-squared
96.570.95
97.110.95
96.670.95
Standard deviation
17.420.19
18.360.15
15.090.14
Sharpe ratio
0.310.01
0.560.01
0.670.01
Treynor ratio
4.190.16
9.350.15
9.730.12
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