American Funds New Economy Fund Cl F-1 Shs: (MF: ANFFX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$62.37 USD
-0.37 (-0.59%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.15 | 10 |
3 months | 4.72 | 4 |
6 months | 16.15 | 10 |
1 Year | 27.21 | 6 |
3 Year | 2.80 | 53 |
5 Year | 11.25 | 22 |
10 Year | 9.88 | 13 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 162.21 |
Bear Market (10/07 - 2/09) | -51.96 |
Bull Market (2/09 - 3/21) | 732.72 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 27.21 |
5 Year | 11.24 |
10 Year | 9.88 |
Since Inception | 11.12 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.91 | 4.72 | NA | NA |
2023 | 9.99 | 7.10 | -3.44 | 13.42 |
2022 | -14.04 | -19.53 | -3.54 | 5.38 |
2021 | 0.65 | 7.78 | -0.52 | 3.65 |
2020 | -16.58 | 25.28 | 9.73 | 16.32 |
2019 | 14.67 | 1.67 | -1.71 | 10.27 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.15 | 29.01 | -29.69 | 11.85 | 33.40 | 26.36 | -4.26 | 34.14 | 2.18 | -1.87 | 4.49 |
% Total Return Rel to Index | 4.11 | 4.60 | -10.59 | -6.30 | 19.33 | 1.16 | 6.15 | 14.02 | -3.15 | 0.88 | 1.56 |
% Total Return Rel to Peer | 8.15 | 10.37 | -10.12 | -4.35 | 16.73 | 1.62 | 5.76 | 11.91 | -3.39 | 0.39 | 2.61 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.12 | 0.18 | 0.00 | 0.06 | 0.12 | 0.14 |
% Yield | 0.00 | 0.16 | 0.00 | 0.00 | 0.00 | 0.24 | 0.41 | 0.00 | 0.15 | 0.32 | 0.35 |
Capital Gains ($) | 0.00 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.71 | 0.00 | 3.02 |
Expense Ratio | 0.00 | 0.81 | 0.80 | 0.79 | 0.80 | 0.83 | 0.83 | 0.84 | 0.85 | 0.83 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%