CNWEX
American Funds New World Fund Class 529-E
Mutual fund
$104.80+0.32 (+0.31%)Close Oct 2, 2026
Mar 14, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $84,906
- CAGR
- +9.10%
- Max drawdown
- −56.87%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.26%
- 3M
- +1.13%
- 6M
- +15.28%
- YTD
- +14.65%
- 1Y
- +18.08%
- 3Y
- +19.48%
- 5Y
- +6.81%
- 10Y
- +9.83%
- 15Y
- +8.53%
- 20Y
- +7.17%
- Since 2002
- +9.10%
Metrics
Since 2002| Volatility | 16.65% |
|---|---|
| Sortino ratio | 0.84 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +51.75% |
| Worst year, 2008 | −46.50% |
| Positive years | 17 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.9% | Oct 2007 | Nov 2008 | May 2013 | 5.5 years |
| −33.8% | Sep 2021 | Oct 2022 | Jun 2025 | 3.7 years |
| −32.2% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −25.4% | Jul 2014 | Feb 2016 | May 2017 | 2.8 years |
| −23.2% | Apr 2002 | Oct 2002 | Aug 2003 | 1.4 years |
Annual returns
2002 from Mar 14 · 2026 through Oct 2