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American Funds New World Fund A: (MF: NEWFX)
(NASDAQ Mutual Funds) As of Apr 23, 2024 08:00 PM ET
$77.39 USD
+1.16 (1.52%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.10 | 38 |
| 3 months | 5.10 | 38 |
| 6 months | 14.38 | 51 |
| 1 Year | 14.14 | 33 |
| 3 Year | -0.48 | 58 |
| 5 Year | 6.79 | 35 |
| 10 Year | 5.56 | 14 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 309.37 |
| Bear Market (10/07 - 2/09) | -53.05 |
| Bull Market (2/09 - 3/21) | 289.25 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 7.93 |
| 5 Year | 5.59 |
| 10 Year | 4.97 |
| Since Inception | 7.38 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.10 | NA | NA | NA |
| 2023 | 6.56 | 4.84 | -4.82 | 8.82 |
| 2022 | -10.42 | -14.89 | -6.96 | 9.89 |
| 2021 | 0.71 | 9.22 | -4.88 | 0.09 |
| 2020 | -22.18 | 24.40 | 8.08 | 19.24 |
| 2019 | 13.73 | 3.77 | -0.85 | 8.96 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.10 | 15.72 | -22.06 | 4.72 | 24.77 | 27.50 | -12.30 | 32.55 | 3.86 | -5.98 | -3.66 |
| % Total Return Rel to Index | -0.84 | -3.13 | -5.58 | -12.64 | 19.33 | 9.07 | 3.83 | 10.75 | 5.74 | -2.70 | 3.67 |
| % Total Return Rel to Peer | 0.62 | 0.89 | -2.34 | -1.70 | 10.04 | 5.17 | 3.72 | 3.63 | 1.10 | -1.43 | 0.99 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.92 | 0.58 | 0.37 | 0.07 | 0.73 | 0.58 | 0.63 | 0.47 | 0.29 | 0.49 |
| % Yield | 0.00 | 1.15 | 0.83 | 0.38 | 0.08 | 0.96 | 0.94 | 0.87 | 0.87 | 0.56 | 0.82 |
| Capital Gains ($) | 0.00 | 0.91 | 0.00 | 5.56 | 0.00 | 1.84 | 0.71 | 0.63 | 0.00 | 0.00 | 2.63 |
| Expense Ratio | 0.00 | 1.00 | 0.96 | 0.96 | 1.00 | 1.02 | 0.99 | 1.04 | 1.07 | 1.04 | 1.03 |
* 1 = Top 20%, 5 = Bottom 20%