American Funds - The New Economy Fund Class R-3 Shares: (MF: RNGCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$56.95 USD
+1.25 (2.24%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -5.97 | 87 |
3 months | -5.97 | 87 |
6 months | -4.31 | 66 |
1 Year | 4.57 | 49 |
3 Year | 6.78 | 32 |
5 Year | 13.24 | 49 |
10 Year | 10.02 | 11 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 157.41 |
Bear Market (10/07 - 2/09) | -52.14 |
Bull Market (2/09 - 3/21) | 860.09 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 4.56 |
5 Year | 13.23 |
10 Year | 10.02 |
Since Inception | 10.78 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -5.97 | NA | NA | NA |
2024 | 10.84 | 4.66 | 4.40 | 1.76 |
2023 | 9.91 | 7.06 | -3.53 | 13.36 |
2022 | -14.10 | -19.59 | -3.59 | 5.30 |
2021 | 0.58 | 7.71 | -0.57 | 3.57 |
2020 | -16.63 | 25.20 | 9.63 | 16.24 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -5.97 | 23.26 | 28.69 | -29.88 | 11.56 | 33.02 | 26.05 | -4.53 | 33.00 | 4.62 | 3.45 |
% Total Return Rel to Index | -4.28 | 4.03 | 4.28 | -10.78 | -6.59 | 18.95 | 0.84 | 5.89 | 12.88 | -0.70 | 6.21 |
% Total Return Rel to Peer | -5.49 | 10.88 | 10.05 | -10.31 | -4.63 | 16.35 | 1.30 | 5.49 | 10.77 | -0.95 | 5.73 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.06 | 0.00 | 0.00 | 0.01 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.13 | 0.00 | 0.00 | 0.04 |
Capital Gains ($) | 0.00 | 5.86 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 1.41 | 2.06 |
Expense Ratio | 0.00 | 1.05 | 1.06 | 1.07 | 1.06 | 1.07 | 1.10 | 1.10 | 1.11 | 1.13 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%