ANEFX
American Funds New Economy Fund Class A
Mutual fund
$86.75+0.64 (+0.74%)Close Oct 2, 2026
Jan 2, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $512,307
- CAGR
- +10.14%
- Max drawdown
- −61.28%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.31%
- 3M
- −0.23%
- 6M
- +24.41%
- YTD
- +19.41%
- 1Y
- +26.73%
- 3Y
- +29.95%
- 5Y
- +12.58%
- 10Y
- +15.52%
- 15Y
- +15.78%
- 20Y
- +11.93%
- 25Y
- +11.84%
- 30Y
- +11.13%
- Since 1986
- +10.14%
Metrics
Since 1986| Volatility | 17.93% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +48.02% |
| Worst year, 2008 | −41.53% |
| Positive years | 30 of 40 |
| Longest drawdown | 6.8 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.3% | Mar 2000 | Oct 2002 | Jan 2007 | 6.8 years |
| −55.1% | Oct 2007 | Mar 2009 | Mar 2012 | 4.4 years |
| −37.1% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −34.5% | Oct 1989 | Oct 1990 | Nov 1992 | 3.1 years |
| −32.4% | Oct 1987 | Dec 1987 | Jun 1989 | 1.7 years |
Annual returns
2026 through Oct 2