Nasdaq - Delayed Quote USD
American Funds New Economy A (ANEFX)
51.61
-0.57
(-1.09%)
At close: 8:03:47 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -14.64% |
| 5y Average Return | 11.15% |
| Number of Years Up | 32 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 7, 2025) | 43.36% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 43.36% |
| Worst 3Y Total Return | 0.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ANEFX
Category
- YTD
- -5.91%
- 9.95%
- 1-Month
- -7.09%
- 2.98%
- 3-Month
- -5.91%
- 8.22%
- 1-Year
- 4.91%
- 40.81%
- 3-Year
- 7.10%
- 19.17%
- 5-Year
- 13.58%
- 18.49%
- 10-Year
- 10.15%
- 11.83%
- Last Bull Market
- 18.49%
- 21.12%
- Last Bear Market
- -19.54%
- -20.34%
Annual Total Return (%) History
Year
ANEFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.91% | -- | -- | -- |
| 2024 | 10.91% | 4.76% | 4.48% | 1.86% |
| 2023 | 9.98% | 7.15% | -3.45% | 13.44% |
| 2022 | -14.03% | -19.54% | -3.53% | 5.40% |
| 2021 | 0.66% | 7.80% | -0.51% | 3.68% |
| 2020 | -16.56% | 25.27% | 9.73% | 16.35% |
| 2019 | 14.68% | 1.71% | -1.70% | 10.29% |
| 2018 | 5.29% | 3.32% | 1.44% | -13.21% |
| 2017 | 10.49% | 6.27% | 8.46% | 5.52% |
| 2016 | -3.11% | -1.81% | 8.33% | -0.84% |
| 2015 | 3.56% | 4.70% | -9.85% | 6.19% |
| 2014 | 1.13% | 3.05% | -1.86% | 2.27% |
| 2013 | 10.76% | 3.52% | 11.72% | 11.91% |
| 2012 | 16.65% | -3.28% | 6.34% | 3.37% |
| 2011 | 4.66% | 1.62% | -17.04% | 6.93% |
| 2010 | 3.78% | -12.00% | 14.51% | 8.43% |
| 2009 | -3.28% | 23.17% | 17.41% | 3.77% |
| 2008 | -13.02% | -2.92% | -12.02% | -21.74% |
| 2007 | 1.87% | 6.58% | 5.52% | -2.78% |
| 2006 | 4.31% | -3.60% | 4.75% | 8.92% |
| 2005 | -4.61% | 3.69% | 5.29% | 7.71% |
| 2004 | 3.84% | -0.26% | -3.50% | 12.51% |
| 2003 | -4.51% | 22.82% | 5.29% | 12.33% |
| 2002 | -1.20% | -15.21% | -19.24% | 9.37% |
| 2001 | -13.10% | 8.16% | -25.23% | 17.61% |
| 2000 | 8.22% | -8.24% | -5.17% | -11.00% |
| 1999 | 3.27% | 12.49% | -1.24% | 27.15% |
| 1998 | 16.07% | 1.86% | -10.78% | 22.13% |
| 1997 | -1.59% | 15.16% | 9.54% | 3.80% |
| 1996 | 6.18% | 2.67% | 0.74% | 2.79% |
| 1995 | 3.35% | 8.75% | 6.11% | 4.29% |
| 1994 | -7.99% | -2.47% | 4.78% | -2.30% |
| 1993 | 7.11% | 5.49% | 7.85% | 7.50% |
| 1992 | 1.77% | -0.50% | 0.67% | 14.60% |
| 1991 | 15.34% | -2.79% | 6.07% | 8.61% |
| 1990 | -4.66% | 4.91% | -20.04% | 12.41% |
| 1989 | 9.06% | 10.32% | 11.89% | -2.10% |
| 1988 | 6.37% | 5.81% | 0.38% | 2.44% |
| 1987 | 17.92% | 2.97% | 7.65% | -19.59% |
| 1986 | 11.61% | 5.54% | -7.19% | 3.78% |
| 1985 | 11.35% | 8.28% | -1.65% | 18.11% |
| 1984 | -5.51% | -0.77% | 6.96% | 3.97% |
Rank in Category (By Total Return)
| YTD | 82 |
| 1-Month | 75 |
| 3-Month | 82 |
| 1-Year | 29 |
| 3-Year | 23 |
| 5-Year | 40 |
Load Adjusted Returns
| 1-Year | -1.13% |
| 3-Year | 5.01% |
| 5-Year | 12.25% |
| 10-Year | 9.50% |
Performance & Risk
| YTD Return | -14.64% |
| 5y Average Return | 11.15% |
| Rank in Category (ytd) | 82 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | American Funds |
| Net Assets | 33.46B |
| YTD Return | -5.91% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 15, 2002 |
Fund Summary
The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The fund may invest up to 50% of its assets outside the United States, including in developing countries.
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