ANFFX
American Funds New Economy Fund Class F-1
Mutual fund
$86.97+0.63 (+0.73%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $114,522
- CAGR
- +10.01%
- Max drawdown
- −55.37%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.29%
- 3M
- −0.25%
- 6M
- +24.37%
- YTD
- +19.33%
- 1Y
- +26.64%
- 3Y
- +29.88%
- 5Y
- +12.52%
- 10Y
- +15.46%
- 15Y
- +15.73%
- 20Y
- +11.73%
- 25Y
- +11.36%
- Since 2001
- +10.01%
Metrics
Since 2001| Volatility | 19.34% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +45.16% |
| Worst year, 2008 | −41.86% |
| Positive years | 19 of 24 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.4% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −49.3% | May 2001 | Oct 2002 | Nov 2005 | 4.5 years |
| −37.1% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −30.5% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.2% | Jul 2015 | Feb 2016 | Feb 2017 | 1.6 years |
Annual returns
2001 from Mar 15 · 2026 through Oct 2