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The New Economy Fund, Class 529-e Shares: (MF: CNGEX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$56.87 USD
+1.25 (2.25%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.96 | 87 |
| 3 months | -5.96 | 87 |
| 6 months | -4.28 | 66 |
| 1 Year | 4.63 | 48 |
| 3 Year | 6.82 | 31 |
| 5 Year | 13.28 | 47 |
| 10 Year | 9.83 | 13 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 157.56 |
| Bear Market (10/07 - 2/09) | -52.17 |
| Bull Market (2/09 - 3/21) | 843.16 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.63 |
| 5 Year | 13.28 |
| 10 Year | 9.84 |
| Since Inception | 10.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.96 | NA | NA | NA |
| 2024 | 10.84 | 4.67 | 4.43 | 1.78 |
| 2023 | 9.91 | 7.07 | -3.51 | 13.37 |
| 2022 | -14.08 | -19.58 | -3.59 | 5.32 |
| 2021 | 0.60 | 7.71 | -0.57 | 3.59 |
| 2020 | -16.61 | 25.19 | 9.66 | 16.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.96 | 23.32 | 28.73 | -29.85 | 11.61 | 33.08 | 26.05 | -4.49 | 33.97 | 1.91 | 3.42 |
| % Total Return Rel to Index | -4.27 | 4.10 | 4.31 | -10.76 | -6.54 | 19.01 | 0.85 | 5.92 | 13.85 | -3.41 | 6.18 |
| % Total Return Rel to Peer | -5.48 | 10.94 | 10.09 | -10.29 | -4.58 | 16.41 | 1.31 | 5.53 | 11.74 | -3.66 | 5.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.09 | 0.00 | 0.00 | 0.03 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.23 | 0.00 | 0.00 | 0.09 |
| Capital Gains ($) | 0.00 | 5.86 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.70 | 2.06 |
| Expense Ratio | 0.00 | 1.01 | 1.04 | 1.02 | 1.01 | 1.03 | 1.07 | 1.07 | 1.09 | 1.12 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%