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American Funds New Economy 529-F-3 (FNNEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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63.74+0.52 (+0.82%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.02%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)29.43%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.43%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFNNEXCategory
YTD16.35%9.95%
1-month5.52%2.98%
3-month4.82%8.22%
1-year27.63%40.81%
3-year3.14%19.17%
5-year11.52%18.49%
10-year10.67%11.83%
Last bull market28.10%21.12%
Last bear market-19.47%-20.34%

Annual total return (%) history

Year
FNNEXCategory
2024
N/AN/A
2023
29.43%N/A
2022
-29.47%N/A
2021
12.22%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.00%4.82%N/AN/A
202310.06%7.20%-3.37%13.52%
2022-13.99%-19.47%-3.45%5.47%
20210.72%7.86%-0.43%3.74%

Rank in category (by total return)

YTD20
1-month1
3-month8
1-year13
3-year40
5-year37

Load adjusted returns

1-year27.63%
3-year3.14%
5-year11.52%
10-year10.67%