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    American Funds Fundamental Invs A (ANCFX)

    52.44 Up 0.20(0.38%) May 27

    Risk as of Apr 29, 2016Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up31
    Number of Years Down6
    Best 1 Yr Total Return(Dec 30, 2009):33.36%
    Worst 1 Yr Total Return(Dec 30, 2008):-39.70%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    Alpha (against Standard Index)-0.65-1.74
    Beta (against Standard Index)1.021.00
    Mean Annual Return0.910.80
    R-squared (against Standard Index)96.6194.06
    Standard Deviation11.7711.67
    Sharpe Ratio0.920.82
    Treynor Ratio10.469.28
    5 Years
    Alpha (against Standard Index)-1.62-1.92
    Beta (against Standard Index)1.041.03
    Mean Annual Return0.840.80
    R-squared (against Standard Index)96.9695.02
    Standard Deviation12.8812.84
    Sharpe Ratio0.770.75
    Treynor Ratio9.198.94
    10 Years
    Alpha (against Standard Index)-0.04-0.87
    Beta (against Standard Index)1.011.00
    Mean Annual Return0.660.59
    R-squared (against Standard Index)95.6995.48
    Standard Deviation15.8215.74
    Sharpe Ratio0.440.38
    Treynor Ratio5.764.94