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American Funds New Economy Fund A: (MF: ANEFX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$62.17 USD
-0.36 (-0.58%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.19 | 9 |
| 3 months | 4.76 | 4 |
| 6 months | 16.19 | 9 |
| 1 Year | 27.26 | 6 |
| 3 Year | 2.85 | 52 |
| 5 Year | 11.30 | 21 |
| 10 Year | 10.55 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.45 |
| Bear Market (10/07 - 2/09) | -51.94 |
| Bull Market (2/09 - 3/21) | 785.35 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 20.34 |
| 5 Year | 10.06 |
| 10 Year | 9.94 |
| Since Inception | 11.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.91 | 4.76 | NA | NA |
| 2023 | 9.97 | 7.14 | -3.45 | 13.44 |
| 2022 | -14.03 | -19.54 | -3.53 | 5.40 |
| 2021 | 0.65 | 7.79 | -0.51 | 3.68 |
| 2020 | -16.55 | 25.26 | 9.73 | 16.34 |
| 2019 | 14.67 | 1.70 | -1.70 | 10.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.19 | 29.06 | -29.66 | 11.92 | 33.44 | 26.44 | -4.21 | 34.35 | 2.19 | 3.79 | 4.58 |
| % Total Return Rel to Index | 4.15 | 4.65 | -10.57 | -6.24 | 19.37 | 1.24 | 6.21 | 14.23 | -3.13 | 6.55 | 1.65 |
| % Total Return Rel to Peer | 8.19 | 10.42 | -10.10 | -4.28 | 16.77 | 1.70 | 5.81 | 12.12 | -3.38 | 6.06 | 2.69 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.12 | 0.00 | 0.00 | 0.01 | 0.14 | 0.23 | 0.06 | 0.09 | 0.15 | 0.20 |
| % Yield | 0.00 | 0.21 | 0.00 | 0.00 | 0.01 | 0.28 | 0.52 | 0.13 | 0.24 | 0.38 | 0.47 |
| Capital Gains ($) | 0.00 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.71 | 2.06 | 3.02 |
| Expense Ratio | 0.00 | 0.77 | 0.75 | 0.74 | 0.77 | 0.78 | 0.76 | 0.78 | 0.81 | 0.78 | 0.79 |
* 1 = Top 20%, 5 = Bottom 20%