American Funds New World Fund Cl F-1shs: (MF: NWFFX)
(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET
$77.03 USD
-0.98 (-1.26%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 5.11 | 38 |
3 months | 5.11 | 38 |
6 months | 14.40 | 50 |
1 Year | 14.18 | 32 |
3 Year | -0.46 | 58 |
5 Year | 6.78 | 35 |
10 Year | 5.57 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 308.30 |
Bear Market (10/07 - 2/09) | -53.05 |
Bull Market (2/09 - 3/21) | 290.03 |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 14.18 |
5 Year | 6.78 |
10 Year | 5.57 |
Since Inception | 7.60 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 5.11 | NA | NA | NA |
2023 | 6.57 | 4.84 | -4.81 | 8.84 |
2022 | -10.43 | -14.88 | -6.97 | 9.90 |
2021 | 0.71 | 9.24 | -4.88 | 0.07 |
2020 | -22.17 | 24.40 | 8.09 | 19.13 |
2019 | 13.75 | 3.74 | -0.84 | 8.98 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 5.11 | 15.76 | -22.06 | 4.72 | 24.67 | 27.54 | -12.31 | 32.54 | 3.93 | -5.98 | -3.64 |
% Total Return Rel to Index | -0.83 | -3.09 | -5.57 | -12.64 | 19.23 | 9.11 | 3.82 | 10.74 | 5.81 | -2.70 | 3.68 |
% Total Return Rel to Peer | 0.63 | 0.94 | -2.34 | -1.70 | 9.94 | 5.20 | 3.71 | 3.62 | 1.18 | -1.42 | 1.01 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.93 | 0.58 | 0.37 | 0.00 | 0.75 | 0.55 | 0.63 | 0.47 | 0.32 | 0.42 |
% Yield | 0.00 | 1.17 | 0.83 | 0.39 | 0.00 | 0.99 | 0.90 | 0.89 | 0.88 | 0.61 | 0.71 |
Capital Gains ($) | 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 | 0.96 | 0.96 | 0.95 | 0.98 | 1.00 | 1.00 | 1.02 | 1.03 | 1.02 | 1.02 |
* 1 = Top 20%, 5 = Bottom 20%