Back to top
The New Economy Fund, Class F-2 Shs: (MF: NEFFX)
(NASDAQ Mutual Funds) As of Jul 10, 2024 08:00 PM ET
$64.70 USD
+0.62 (0.97%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.23 | 24 |
| 3 months | 2.44 | 67 |
| 6 months | 16.18 | 22 |
| 1 Year | 26.59 | 18 |
| 3 Year | 2.42 | 57 |
| 5 Year | 11.66 | 28 |
| 10 Year | 10.38 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 770.78 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 30.47 |
| 5 Year | 10.90 |
| 10 Year | 10.62 |
| Since Inception | 11.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.97 | NA | NA | NA |
| 2023 | 10.06 | 7.20 | -3.38 | 13.51 |
| 2022 | -13.98 | -19.48 | -3.47 | 5.46 |
| 2021 | 0.72 | 7.85 | -0.44 | 3.72 |
| 2020 | -16.51 | 25.36 | 9.80 | 16.39 |
| 2019 | 14.76 | 1.75 | -1.65 | 10.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.23 | 29.39 | -29.50 | 12.18 | 33.76 | 26.74 | -4.02 | 34.58 | 2.44 | 4.00 | 4.81 |
| % Total Return Rel to Index | 0.46 | 4.97 | -10.40 | -5.98 | 19.69 | 1.53 | 6.40 | 14.46 | -2.89 | 6.76 | 1.88 |
| % Total Return Rel to Peer | 2.76 | 10.75 | -9.93 | -4.02 | 17.09 | 1.99 | 6.00 | 12.35 | -3.13 | 6.28 | 2.93 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.25 | 0.08 | 0.00 | 0.13 | 0.24 | 0.34 | 0.14 | 0.19 | 0.24 | 0.29 |
| % Yield | 0.00 | 0.43 | 0.18 | 0.00 | 0.21 | 0.47 | 0.77 | 0.27 | 0.49 | 0.60 | 0.71 |
| Capital Gains ($) | 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 | 0.52 | 0.52 | 0.51 | 0.52 | 0.55 | 0.55 | 0.57 | 0.58 | 0.57 | 0.57 |
* 1 = Top 20%, 5 = Bottom 20%