American Funds - The New Economy Fund Class R-4 Shares: (MF: RNGEX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$61.41 USD
-0.35 (-0.57%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 16.18 | 10 |
3 months | 4.75 | 4 |
6 months | 16.18 | 10 |
1 Year | 27.26 | 6 |
3 Year | 2.85 | 52 |
5 Year | 11.29 | 21 |
10 Year | 10.54 | 7 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 162.18 |
Bear Market (10/07 - 2/09) | -51.93 |
Bull Market (2/09 - 3/21) | 784.41 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 27.26 |
5 Year | 11.28 |
10 Year | 10.54 |
Since Inception | 11.30 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.91 | 4.75 | NA | NA |
2023 | 9.97 | 7.14 | -3.45 | 13.44 |
2022 | -14.03 | -19.52 | -3.52 | 5.39 |
2021 | 0.66 | 7.77 | -0.50 | 3.65 |
2020 | -16.57 | 25.30 | 9.72 | 16.32 |
2019 | 14.67 | 1.70 | -1.71 | 10.29 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 16.18 | 29.07 | -29.66 | 11.89 | 33.42 | 26.41 | -4.23 | 34.25 | 2.21 | 3.75 | 4.55 |
% Total Return Rel to Index | 4.14 | 4.65 | -10.56 | -6.26 | 19.35 | 1.21 | 6.19 | 14.13 | -3.11 | 6.51 | 1.63 |
% Total Return Rel to Peer | 8.18 | 10.43 | -10.09 | -4.31 | 16.75 | 1.67 | 5.79 | 12.02 | -3.35 | 6.02 | 2.67 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.12 | 0.20 | 0.04 | 0.08 | 0.14 | 0.20 |
% Yield | 0.00 | 0.22 | 0.00 | 0.00 | 0.00 | 0.24 | 0.46 | 0.09 | 0.22 | 0.37 | 0.50 |
Capital Gains ($) | 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 | 0.76 | 0.76 | 0.76 | 0.77 | 0.80 | 0.80 | 0.81 | 0.82 | 0.81 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%