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American Funds - The New Economy Fund Class R-5 Shares: (MF: RNGFX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:18 PM ET
$78.87 USD
+0.89 (1.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 21.30 | 12 |
| 3 months | 9.00 | 9 |
| 6 months | 28.82 | 3 |
| 1 Year | 23.65 | 6 |
| 3 Year | 27.13 | 6 |
| 5 Year | 12.42 | 28 |
| 10 Year | 13.94 | 4 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.74 |
| Bull Market (2/09 - 3/21) | 1,098.01 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 23.65 |
| 5 Year | 12.41 |
| 10 Year | 13.94 |
| Since Inception | 11.79 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.83 | 18.17 | 9.00 | NA |
| 2024 | 10.99 | 4.83 | 4.56 | 1.93 |
| 2023 | 10.07 | 7.21 | -3.35 | 13.51 |
| 2022 | -13.97 | -19.46 | -3.46 | 5.47 |
| 2021 | 0.75 | 7.85 | -0.43 | 3.74 |
| 2020 | -16.50 | 25.39 | 9.80 | 16.41 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 21.30 | 24.01 | 29.47 | -29.45 | 12.24 | 33.83 | 26.80 | -3.96 | 34.68 | 2.51 | 4.06 |
| % Total Return Rel to Index | 3.47 | 4.79 | 5.06 | -10.35 | -5.91 | 19.75 | 1.60 | 6.46 | 14.57 | -2.81 | 6.82 |
| % Total Return Rel to Peer | 5.26 | 11.63 | 10.83 | -9.88 | -3.96 | 17.16 | 2.06 | 6.06 | 12.45 | -3.05 | 6.34 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.05 | 0.28 | 0.11 | 0.00 | 0.14 | 0.26 | 0.35 | 0.16 | 0.20 | 0.26 |
| % Yield | 0.00 | 0.07 | 0.08 | 0.24 | 0.00 | 0.23 | 0.51 | 0.80 | 0.33 | 0.52 | 0.65 |
| Capital Gains ($) | 0.00 | 5.86 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.71 | 2.06 |
| Expense Ratio | 0.46 | 0.46 | 0.46 | 0.45 | 0.45 | 0.47 | 0.49 | 0.50 | 0.51 | 0.52 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%