Nasdaq - Delayed Quote USD

American Funds Cnsrv Gr & Inc R-5 (RINFX)

13.10 -0.02 (-0.15%)
At close: June 14 at 8:00 PM EDT

Fund Summary

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will typically seek to generate income from their investments and may include growth-and-income, equity-income, balanced and fixed income funds. Through its investments in the underlying funds, the fund will have significant exposure to dividend-paying stocks. It will seek exposure to investments outside the United States,including in emerging markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 16.18%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 4.22%
5y Average Return 6.05%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
RINFXCategory AverageRINFXCategory AverageRINFXCategory Average
Alpha 1.31 -0.01 0.59 -0.01 0.62 -0
BETA 0.79 0.01 0.8 0.01 0.81 0.01
Mean Annual Return 0.28 0.01 0.56 0.01 0.48 0.01
R-squared 95.87 0.92 96.34 0.91 95.2 0.91
Standard Deviation 10.08 0.1 10.1 0.08 8.28 0.07
Sharpe Ratio 0.02 0.01 0.44 0.01 0.51 0.01
Treynor Ratio -0.43 0.09 5.18 0.08 4.92 0.07

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