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American Funds New World C (NEWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.18+0.85 (+1.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.72%
5-year average return5.52%
Number of years up15
Number of years down7
Best 1-yr total return (2 Jul 2024)51.08%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return51.08%
Worst 3-yr total return-2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEWCXCategory
YTD6.36%8.73%
1-month0.74%1.20%
3-month1.40%5.47%
1-year9.77%41.79%
3-year-3.59%11.48%
5-year5.54%12.18%
10-year4.42%4.39%
Last bull market17.72%17.73%
Last bear market-15.05%-25.55%

Annual total return (%) history

Year
NEWCXCategory
2024
N/AN/A
2023
14.87%N/A
2022
-22.67%N/A
2021
3.95%N/A
2020
23.86%17.90%
2019
26.54%19.25%
2018
-12.98%-16.07%
2017
31.48%34.17%
2016
3.06%8.47%
2015
-6.76%-13.79%
2014
-4.43%-3.01%
2013
9.12%-0.14%
2012
18.76%18.15%
2011
-14.79%-19.86%
2010
16.42%19.26%
2009
51.08%73.81%
2008
-46.73%-54.44%
2007
31.76%36.68%
2006
32.31%32.06%
2005
21.21%31.54%
2004
19.84%23.54%
2003
42.21%55.19%
2002
-5.40%-6.05%
2001
N/A-3.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%1.40%N/AN/A
20236.36%4.65%-5.00%8.63%
2022-10.61%-15.05%-7.15%9.69%
20210.52%9.03%-5.07%-0.09%
2020-22.33%24.19%7.88%19.04%
201913.53%3.55%-1.04%8.76%
20181.07%-4.13%-1.99%-8.37%
201710.34%5.75%7.02%5.29%
2016-0.04%1.86%6.11%-4.61%
20152.66%-0.39%-12.34%4.02%
20140.30%4.67%-5.38%-3.79%
20131.23%-3.24%7.32%3.81%
201212.13%-5.84%6.78%5.35%
20110.74%0.75%-19.58%4.40%
20103.18%-8.02%17.11%4.74%
2009-3.30%27.00%16.98%5.16%
2008-8.11%0.72%-21.44%-26.73%
20073.03%11.36%8.05%6.28%
200611.49%-3.22%7.88%13.67%
20050.85%3.29%12.03%3.87%
20046.16%-5.21%6.27%12.05%
2003-3.86%17.07%9.44%15.44%
200210.31%-7.04%-13.16%6.23%
20016.99%-18.53%15.14%N/A

Rank in category (by total return)

YTD62
1-month84
3-month85
1-year69
3-year44
5-year27

Load adjusted returns

1-year8.77%
3-year-3.59%
5-year5.54%
10-year4.42%