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American Funds New Economy 529F (CNGFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.83-0.19 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.27%
5-year average return11.48%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)45.41%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return45.41%
Worst 3-yr total return0.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCNGFXCategory
YTD10.19%9.95%
1-month4.20%2.98%
3-month2.43%8.22%
1-year26.43%40.81%
3-year2.32%19.17%
5-year11.58%18.49%
10-year10.31%11.83%
Last bull market28.03%21.12%
Last bear market-19.50%-20.34%

Annual total return (%) history

Year
CNGFXCategory
2024
N/AN/A
2023
29.24%N/A
2022
-29.55%N/A
2021
12.09%N/A
2020
33.76%32.67%
2019
26.66%30.40%
2018
-4.07%-7.79%
2017
34.56%30.22%
2016
2.32%2.42%
2015
3.92%1.26%
2014
4.72%2.65%
2013
43.51%26.44%
2012
24.21%18.01%
2011
-5.54%-6.80%
2010
13.58%15.68%
2009
45.41%39.03%
2008
-41.77%-41.58%
2007
11.53%12.98%
2006
14.90%18.96%
2005
12.18%11.74%
2004
12.27%12.56%
2003
38.56%34.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%N/AN/AN/A
202310.03%7.16%-3.40%13.47%
2022-14.00%-19.50%-3.51%5.46%
20210.72%7.83%-0.46%3.68%
2020-16.53%25.36%9.78%16.45%
201914.75%1.73%-1.65%10.33%
20185.33%3.38%1.46%-13.16%
201710.55%6.28%8.52%5.53%
2016-3.09%-1.77%8.35%-0.80%
20153.60%4.72%-9.82%6.22%
20141.16%3.08%-1.82%2.29%
201310.78%3.55%11.75%11.95%
201216.74%-3.27%6.38%3.40%
20114.69%1.67%-17.03%6.96%
20103.80%-11.99%14.60%8.48%
2009-3.23%23.25%17.45%3.81%
2008-12.97%-2.89%-11.98%-21.72%
20071.92%6.61%5.57%-2.76%
20064.37%-3.61%4.81%8.97%
2005-4.63%3.65%5.31%7.76%
20043.79%-0.31%-3.51%12.45%
2003-4.58%22.83%5.23%12.34%

Rank in category (by total return)

YTD43
1-month53
3-month49
1-year24
3-year53
5-year51

Load adjusted returns

1-year26.43%
3-year2.32%
5-year11.58%
10-year10.31%