American Funds - The New Economy Fund Class R-2 Shares: (MF: RNGBX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$54.36 USD
-0.32 (-0.59%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 15.76 | 11 |
3 months | 4.55 | 5 |
6 months | 15.76 | 11 |
1 Year | 26.33 | 8 |
3 Year | 2.08 | 60 |
5 Year | 10.46 | 31 |
10 Year | 9.71 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 152.31 |
Bear Market (10/07 - 2/09) | -52.51 |
Bull Market (2/09 - 3/21) | 686.56 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 26.32 |
5 Year | 10.45 |
10 Year | 9.71 |
Since Inception | 10.47 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.72 | 4.55 | NA | NA |
2023 | 9.80 | 6.94 | -3.62 | 13.22 |
2022 | -14.22 | -19.67 | -3.70 | 5.18 |
2021 | 0.46 | 7.58 | -0.68 | 3.46 |
2020 | -16.71 | 25.02 | 9.52 | 16.12 |
2019 | 14.44 | 1.52 | -1.91 | 10.09 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 15.76 | 28.13 | -30.21 | 11.07 | 32.44 | 25.47 | -4.95 | 33.31 | 1.44 | 2.98 | 3.75 |
% Total Return Rel to Index | 3.72 | 3.71 | -11.11 | -7.09 | 18.36 | 0.27 | 5.46 | 13.19 | -3.88 | 5.74 | 0.82 |
% Total Return Rel to Peer | 7.76 | 9.49 | -10.64 | -5.13 | 15.77 | 0.73 | 5.07 | 11.08 | -4.12 | 5.25 | 1.86 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 4.00 | 1.00 | 1.00 | 5.00 | 1.00 | 3.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 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 | 1.50 | 1.53 | 1.50 | 1.51 | 1.55 | 1.55 | 1.56 | 1.59 | 1.55 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%