Back to top
American Funds New Economy Fund A: (MF: ANEFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$59.80 USD
+1.32 (2.26%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.90 | 87 |
| 3 months | -5.90 | 87 |
| 6 months | -4.15 | 64 |
| 1 Year | 4.91 | 44 |
| 3 Year | 7.10 | 25 |
| 5 Year | 13.58 | 42 |
| 10 Year | 10.14 | 9 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.45 |
| Bear Market (10/07 - 2/09) | -51.94 |
| Bull Market (2/09 - 3/21) | 890.00 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -2.78 |
| 5 Year | 12.32 |
| 10 Year | 9.54 |
| Since Inception | 10.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.90 | NA | NA | NA |
| 2024 | 10.91 | 4.76 | 4.48 | 1.85 |
| 2023 | 9.97 | 7.14 | -3.45 | 13.44 |
| 2022 | -14.03 | -19.54 | -3.53 | 5.40 |
| 2021 | 0.65 | 7.79 | -0.51 | 3.68 |
| 2020 | -16.55 | 25.26 | 9.73 | 16.34 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.90 | 23.65 | 29.06 | -29.66 | 11.92 | 33.44 | 26.44 | -4.21 | 34.35 | 2.19 | 3.79 |
| % Total Return Rel to Index | -4.21 | 4.43 | 4.65 | -10.57 | -6.24 | 19.37 | 1.24 | 6.21 | 14.23 | -3.13 | 6.55 |
| % Total Return Rel to Peer | -5.42 | 11.27 | 10.42 | -10.10 | -4.28 | 16.77 | 1.70 | 5.81 | 12.12 | -3.38 | 6.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.12 | 0.00 | 0.00 | 0.01 | 0.14 | 0.23 | 0.06 | 0.09 | 0.15 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.28 | 0.52 | 0.13 | 0.24 | 0.38 |
| Capital Gains ($) | 0.00 | 5.86 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.71 | 2.06 |
| Expense Ratio | 0.00 | 0.75 | 0.77 | 0.75 | 0.74 | 0.77 | 0.78 | 0.76 | 0.78 | 0.81 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%