Nasdaq - Delayed Quote • USD
American Funds Cnsrv Gr & Inc R-5 (RINFX)
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 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RINFX | Category Average | RINFX | Category Average | RINFX | Category 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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