Back to top
The New Economy Fund - Class 529-f-2: (MF: FNEEX)
(NASDAQ Mutual Funds) As of Jan 30, 2026 05:38 PM ET
$75.76 USD
-0.99 (-1.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 31.35 | 5 |
| 3 months | 8.32 | 1 |
| 6 months | 18.05 | 2 |
| 1 Year | 31.35 | 5 |
| 3 Year | 28.19 | 2 |
| 5 Year | 10.74 | 21 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 31.35 |
| 5 Year | 10.73 |
| 10 Year | NA |
| Since Inception | 11.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.85 | 18.18 | 8.98 | 8.32 |
| 2024 | 10.99 | 4.80 | 4.55 | 1.91 |
| 2023 | 10.06 | 7.19 | -3.36 | 13.49 |
| 2022 | -13.99 | -19.48 | -3.45 | 5.44 |
| 2021 | 0.72 | 7.83 | -0.45 | 3.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| % Total Return | 31.35 | 23.94 | 29.39 | -29.50 | 12.14 |
| % Total Return Rel to Index | 10.00 | 4.72 | 4.98 | -10.40 | -6.02 |
| % Total Return Rel to Peer | 12.87 | 11.56 | 10.75 | -9.93 | -4.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.02 | 0.26 | 0.08 | 0.00 |
| % Yield | 0.00 | 0.02 | 0.03 | 0.19 | 0.00 |
| Capital Gains ($) | 7.21 | 5.86 | 2.00 | 0.00 | 4.67 |
| Expense Ratio | 0.51 | 0.52 | 0.51 | 0.52 | 0.55 |
* 1 = Top 20%, 5 = Bottom 20%