American Funds New World Fund A: (MF: NEWFX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$84.60 USD
+0.84 (1.00%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 14.06 | 35 |
3 months | 6.84 | 54 |
6 months | 8.52 | 39 |
1 Year | 24.13 | 46 |
3 Year | 0.98 | 59 |
5 Year | 7.93 | 35 |
10 Year | 6.49 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 309.37 |
Bear Market (10/07 - 2/09) | -53.05 |
Bull Market (2/09 - 3/21) | 322.42 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 17.38 |
5 Year | 6.73 |
10 Year | 5.89 |
Since Inception | 7.57 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 5.10 | 1.57 | 6.84 | NA |
2023 | 6.56 | 4.84 | -4.82 | 8.82 |
2022 | -10.42 | -14.89 | -6.96 | 9.89 |
2021 | 0.71 | 9.22 | -4.88 | 0.09 |
2020 | -22.18 | 24.40 | 8.08 | 19.24 |
2019 | 13.73 | 3.77 | -0.85 | 8.96 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 14.06 | 15.72 | -22.06 | 4.72 | 24.77 | 27.50 | -12.30 | 32.55 | 3.86 | -5.98 | -3.66 |
% Total Return Rel to Index | 0.56 | -3.13 | -5.58 | -12.64 | 19.33 | 9.07 | 3.83 | 10.75 | 5.74 | -2.70 | 3.67 |
% Total Return Rel to Peer | 1.39 | 0.89 | -2.34 | -1.70 | 10.04 | 5.17 | 3.72 | 3.63 | 1.10 | -1.43 | 0.99 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 4.00 | 3.00 |
% Dividends | 0.00 | 0.92 | 0.58 | 0.37 | 0.07 | 0.73 | 0.58 | 0.63 | 0.47 | 0.29 | 0.49 |
% Yield | 0.00 | 1.15 | 0.83 | 0.38 | 0.08 | 0.96 | 0.94 | 0.87 | 0.87 | 0.56 | 0.82 |
Capital Gains ($) | 0.00 | 0.91 | 0.00 | 5.56 | 0.00 | 1.84 | 0.71 | 0.63 | 0.00 | 0.00 | 2.63 |
Expense Ratio | 0.98 | 1.00 | 0.96 | 0.96 | 1.00 | 1.02 | 0.99 | 1.04 | 1.07 | 1.04 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%