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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.

Risk overview

Morningstar risk rating★★★

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

Risk statistics

3 years

FNNEXCategory average

5 years

FNNEXCategory average

10 years

FNNEXCategory average

Alpha

-1.990.04

0.980.04

2.260.02

BETA

1.040.01

0.990.01

10.01

Mean annual return

0.40.02

1.050.02

0.950.01

R-squared

87.790.89

88.330.87

86.640.88

Standard deviation

18.710.19

18.350.15

15.880.15

Sharpe ratio

0.080.01

0.560.01

0.620.01

Treynor ratio

-0.280.18

9.320.18

9.10.11