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American Funds New Economy Fund C: (MF: ANFCX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$51.58 USD
-0.30 (-0.58%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.74 | 11 |
| 3 months | 4.54 | 5 |
| 6 months | 15.74 | 11 |
| 1 Year | 26.31 | 8 |
| 3 Year | 2.07 | 60 |
| 5 Year | 10.46 | 31 |
| 10 Year | 9.70 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 151.75 |
| Bear Market (10/07 - 2/09) | -52.44 |
| Bull Market (2/09 - 3/21) | 685.74 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 25.05 |
| 5 Year | 10.45 |
| 10 Year | 9.70 |
| Since Inception | 7.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.72 | 4.54 | NA | NA |
| 2023 | 9.78 | 6.92 | -3.62 | 13.23 |
| 2022 | -14.19 | -19.69 | -3.69 | 5.18 |
| 2021 | 0.48 | 7.60 | -0.69 | 3.47 |
| 2020 | -16.71 | 25.04 | 9.53 | 16.10 |
| 2019 | 14.45 | 1.51 | -1.92 | 10.08 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.74 | 28.10 | -30.19 | 11.09 | 32.44 | 25.45 | -4.94 | 33.30 | 1.37 | 2.95 | 3.72 |
| % Total Return Rel to Index | 3.70 | 3.69 | -11.09 | -7.07 | 18.36 | 0.25 | 5.47 | 13.18 | -3.95 | 5.71 | 0.79 |
| % Total Return Rel to Peer | 7.74 | 9.46 | -10.62 | -5.11 | 15.77 | 0.71 | 5.08 | 11.07 | -4.20 | 5.23 | 1.83 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 4.00 | 1.00 | 1.00 | 5.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.52 | 1.51 | 1.49 | 1.51 | 1.55 | 1.55 | 1.59 | 1.62 | 1.59 | 1.60 |
* 1 = Top 20%, 5 = Bottom 20%