American Funds - The New Economy Fund Class R-1 Shares: (MF: RNGAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$50.82 USD
+1.11 (2.23%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -6.08 | 88 |
3 months | -6.08 | 88 |
6 months | -4.51 | 68 |
1 Year | 4.12 | 54 |
3 Year | 6.32 | 36 |
5 Year | 12.74 | 57 |
10 Year | 9.31 | 18 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 151.97 |
Bear Market (10/07 - 2/09) | -52.42 |
Bull Market (2/09 - 3/21) | 777.35 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 4.12 |
5 Year | 12.74 |
10 Year | 9.32 |
Since Inception | 10.24 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -6.08 | NA | NA | NA |
2024 | 10.70 | 4.55 | 4.30 | 1.66 |
2023 | 9.79 | 6.94 | -3.62 | 13.23 |
2022 | -14.20 | -19.66 | -3.70 | 5.19 |
2021 | 0.48 | 7.57 | -0.69 | 3.47 |
2020 | -16.71 | 25.06 | 9.50 | 16.11 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -6.08 | 22.73 | 28.13 | -30.18 | 11.07 | 32.43 | 25.47 | -4.96 | 33.32 | 1.42 | 2.99 |
% Total Return Rel to Index | -4.39 | 3.50 | 3.72 | -11.08 | -7.08 | 18.36 | 0.27 | 5.46 | 13.20 | -3.90 | 5.75 |
% Total Return Rel to Peer | -5.60 | 10.35 | 9.49 | -10.61 | -5.12 | 15.76 | 0.73 | 5.06 | 11.09 | -4.15 | 5.27 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 2.00 | 4.00 | 1.00 | 1.00 | 5.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 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 | 1.49 | 1.50 | 1.49 | 1.50 | 1.52 | 1.55 | 1.55 | 1.56 | 1.57 | 1.56 |
* 1 = Top 20%, 5 = Bottom 20%