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The New Economy Fund - Class R-5e: (MF: RNGHX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$64.34 USD
+0.41 (0.64%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.69 | 78 |
| 3 months | 1.36 | 73 |
| 6 months | 1.39 | 60 |
| 1 Year | 15.43 | 15 |
| 3 Year | 15.70 | 7 |
| 5 Year | 11.62 | 41 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.10 |
| 5 Year | 13.80 |
| 10 Year | NA |
| Since Inception | 10.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.84 | NA | NA | NA |
| 2024 | 10.97 | 4.80 | 4.53 | 1.89 |
| 2023 | 10.05 | 7.18 | -3.38 | 13.50 |
| 2022 | -14.00 | -19.49 | -3.49 | 5.45 |
| 2021 | 0.71 | 7.83 | -0.45 | 3.71 |
| 2020 | -16.52 | 25.36 | 9.76 | 16.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.69 | 23.87 | 29.35 | -29.54 | 12.12 | 33.71 | 26.69 | -4.03 | 34.70 | 2.32 |
| % Total Return Rel to Index | -2.48 | 4.64 | 4.93 | -10.44 | -6.03 | 19.64 | 1.48 | 6.39 | 14.58 | -3.00 |
| % Total Return Rel to Peer | -3.48 | 11.49 | 10.71 | -9.97 | -4.08 | 17.04 | 1.94 | 5.99 | 12.47 | -3.25 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 4.00 | 1.00 | 3.00 | 1.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.23 | 0.06 | 0.00 | 0.10 | 0.26 | 0.34 | 0.21 | 0.14 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 | 0.16 | 0.52 | 0.77 | 0.42 | 0.38 |
| Capital Gains ($) | 0.00 | 5.86 | 2.00 | 0.00 | 4.67 | 1.46 | 3.20 | 3.65 | 3.61 | 0.70 |
| Expense Ratio | 0.00 | 0.56 | 0.56 | 0.57 | 0.56 | 0.56 | 0.57 | 0.58 | 0.55 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%