American Funds Fundamental Invs R1 (RFNAX)

88.17 -0.64 (-0.72%) USD  |  Dec 12 2024
More

RFNAX Monthly Value at Risk (VaR) 5% (Since Inception)

Monthly Value at Risk (VaR) 5% (Since Inception) Chart

View Monthly Value at Risk (VaR) 5% (Since Inception) for RFNAX.
Upgrade now.
Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
View Cumulative Total Returns Versus Peers
Start Trial

Historical Data

View Historical Data
Start Trial

Monthly Value at Risk (VaR) 5% (Since Inception) Range, Past 5 Years

View Monthly Value at Risk (VaR) 5% (Since Inception) Range, Past 5 Years
Start Trial
--
Minimum
--
Maximum
--
Average
--
Median

Monthly Value at Risk (VaR) 5% (Since Inception) Benchmarks

View Monthly Value at Risk (VaR) 5% (Since Inception) Benchmarks
Start Trial
Invesco Charter R6 Upgrade
Invesco Main Street All Cap R Upgrade
Invesco Rising Dividends R6 Upgrade
American Funds Invmt Co of Amer R1 Upgrade
American Funds Washington Mutual R1 Upgrade

Monthly Value at Risk (VaR) 5% (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Historical Sortino (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade

Monthly Value at Risk (VaR) 5% (Since Inception) Excel Add-In Codes

View Monthly Value at Risk (VaR) 5% (Since Inception) Excel Add-In Codes
Start Trial
Metric Code: historical_monthly_var_5_all
Latest Data Point: =YCP("M:RFNAX", "historical_monthly_var_5_all")
Last 5 Data Points: =YCS("M:RFNAX", "historical_monthly_var_5_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.