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The New Economy Fund, Class 529-f-1 Shs: (MF: CNGFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$58.95 USD
+1.29 (2.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.86 | 87 |
| 3 months | -5.86 | 87 |
| 6 months | -4.08 | 63 |
| 1 Year | 5.05 | 43 |
| 3 Year | 7.26 | 23 |
| 5 Year | 13.77 | 40 |
| 10 Year | 10.30 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 162.40 |
| Bear Market (10/07 - 2/09) | -51.85 |
| Bull Market (2/09 - 3/21) | 912.73 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 5.05 |
| 5 Year | 13.77 |
| 10 Year | 10.31 |
| Since Inception | 11.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.86 | NA | NA | NA |
| 2024 | 10.96 | 4.77 | 4.52 | 1.88 |
| 2023 | 10.02 | 7.16 | -3.40 | 13.47 |
| 2022 | -13.99 | -19.50 | -3.50 | 5.45 |
| 2021 | 0.71 | 7.82 | -0.45 | 3.68 |
| 2020 | -16.53 | 25.35 | 9.77 | 16.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.86 | 23.82 | 29.23 | -29.55 | 12.08 | 33.75 | 26.66 | -4.06 | 34.38 | 2.32 | 3.91 |
| % Total Return Rel to Index | -4.17 | 4.59 | 4.82 | -10.45 | -6.07 | 19.68 | 1.46 | 6.36 | 14.27 | -3.00 | 6.67 |
| % Total Return Rel to Peer | -5.38 | 11.43 | 10.59 | -9.98 | -4.12 | 17.08 | 1.91 | 5.96 | 12.15 | -3.25 | 6.18 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.20 | 0.04 | 0.00 | 0.17 | 0.22 | 0.32 | 0.07 | 0.15 | 0.20 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.28 | 0.44 | 0.75 | 0.16 | 0.40 | 0.52 |
| Capital Gains ($) | 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 | 0.60 | 0.63 | 0.61 | 0.59 | 0.58 | 0.61 | 0.61 | 0.64 | 0.68 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%