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American Funds - New World Fund Inc Class R-4 Shares: (MF: RNWEX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$83.82 USD
+0.29 (0.35%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.64 | 80 |
| 3 months | 0.95 | 78 |
| 6 months | 0.90 | 76 |
| 1 Year | 6.78 | 76 |
| 3 Year | 6.81 | 56 |
| 5 Year | 8.80 | 56 |
| 10 Year | 6.02 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 308.08 |
| Bear Market (10/07 - 2/09) | -53.04 |
| Bull Market (2/09 - 3/21) | 307.18 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 2.95 |
| 5 Year | 10.40 |
| 10 Year | 6.05 |
| Since Inception | 7.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.60 | NA | NA | NA |
| 2024 | 5.12 | 1.58 | 6.85 | -6.65 |
| 2023 | 6.59 | 4.86 | -4.79 | 8.83 |
| 2022 | -10.43 | -14.87 | -6.95 | 9.90 |
| 2021 | 0.72 | 9.23 | -4.86 | 0.09 |
| 2020 | -22.18 | 24.45 | 8.08 | 19.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.64 | 6.51 | 15.81 | -22.03 | 4.76 | 24.67 | 27.57 | -12.27 | 32.59 | 3.94 | -5.95 |
| % Total Return Rel to Index | -8.39 | 2.17 | -3.04 | -5.55 | -12.59 | 19.24 | 9.14 | 3.86 | 10.79 | 5.82 | -2.67 |
| % Total Return Rel to Peer | -4.14 | 1.97 | 0.99 | -2.31 | -1.66 | 9.95 | 5.23 | 3.76 | 3.67 | 1.19 | -1.40 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.70 | 0.98 | 0.63 | 0.39 | 0.00 | 0.76 | 0.61 | 0.68 | 0.54 | 0.32 |
| % Yield | 0.00 | 0.85 | 0.87 | 0.91 | 0.40 | 0.00 | 1.00 | 1.00 | 0.95 | 1.00 | 0.62 |
| Capital Gains ($) | 0.00 | 2.16 | 0.91 | 0.00 | 5.56 | 0.00 | 1.84 | 0.71 | 0.63 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.92 | 0.93 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.98 | 1.01 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%