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American Funds The New Economy Fund (FNEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.85-0.12 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.17%
5-year average return11.45%
Number of years up4
Number of years down2
Best 1-yr total return (16 May 2024)33.89%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.89%
Worst 3-yr total return0.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFNEFXCategory
YTD5.82%9.95%
1-month-4.67%2.98%
3-month4.21%8.22%
1-year23.89%40.81%
3-year0.96%19.17%
5-year9.26%18.49%
10-year10.31%11.83%
Last bull market28.13%21.12%
Last bear market-19.46%-20.34%

Annual total return (%) history

Year
FNEFXCategory
2024
N/AN/A
2023
29.53%N/A
2022
-29.42%N/A
2021
12.30%N/A
2020
33.89%32.67%
2019
26.88%30.40%
2018
-3.93%-7.79%
2017
N/A30.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.00%N/AN/AN/A
202310.09%7.21%-3.35%13.55%
2022-13.98%-19.46%-3.44%5.50%
20210.76%7.88%-0.42%3.75%
2020-16.49%25.38%9.84%16.42%
201914.79%1.80%-1.63%10.38%
20185.36%3.42%1.50%-13.13%
20176.34%8.57%5.59%N/A

Rank in category (by total return)

YTD40
1-month65
3-month48
1-year23
3-year52
5-year50

Load adjusted returns

1-year23.89%
3-year0.96%
5-year9.26%
10-year10.31%