New Zealand markets closed

American Funds New Economy F2 (NEFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
57.38+0.52 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.70%
5-year average return9.41%
Number of years up12
Number of years down3
Best 1-yr total return (2 May 2024)45.63%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return45.63%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEFFXCategory
YTD5.79%9.95%
1-month-4.67%2.98%
3-month4.19%8.22%
1-year23.78%40.81%
3-year0.85%19.17%
5-year9.14%18.49%
10-year10.30%11.83%
Last bull market28.06%21.12%
Last bear market-19.49%-20.34%

Annual total return (%) history

Year
NEFFXCategory
2024
N/AN/A
2023
29.39%N/A
2022
-29.50%N/A
2021
12.18%N/A
2020
33.77%32.67%
2019
26.74%30.40%
2018
-4.03%-7.79%
2017
34.67%30.22%
2016
2.44%2.42%
2015
4.01%1.26%
2014
4.83%2.65%
2013
43.74%26.44%
2012
24.35%18.01%
2011
-5.41%-6.80%
2010
13.66%15.68%
2009
45.63%39.03%
2008
N/A-41.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.98%N/AN/AN/A
202310.06%7.20%-3.39%13.51%
2022-13.98%-19.49%-3.48%5.47%
20210.72%7.86%-0.45%3.73%
2020-16.51%25.37%9.80%16.39%
201914.77%1.75%-1.66%10.36%
20185.32%3.39%1.48%-13.15%
201710.56%6.30%8.54%5.57%
2016-3.06%-1.72%8.36%-0.77%
20153.62%4.76%-9.81%6.24%
20141.18%3.11%-1.78%2.31%
201310.85%3.59%11.78%11.98%
201216.75%-3.21%6.41%3.42%
20114.70%1.70%-16.99%7.02%
20103.82%-11.95%14.59%8.50%
2009-3.21%23.29%17.49%3.87%
2008-21.66%N/AN/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year23.78%
3-year0.85%
5-year9.14%
10-year10.30%