FNEFX
American Fds New Economy Fund Class F-3
Mutual fund
$88.01+0.64 (+0.73%)Close Oct 2, 2026
Jan 27, 2017 – Oct 2, 2026, Dividends reinvested
- Final balance
- $41,781
- CAGR
- +15.92%
- Max drawdown
- −36.88%
- Sharpe ratio
- 0.85
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.32%
- 3M
- −0.16%
- 6M
- +24.59%
- YTD
- +19.66%
- 1Y
- +27.11%
- 3Y
- +30.36%
- 5Y
- +12.95%
- Since 2017
- +15.92%
Metrics
Since 2017| Volatility | 19.61% |
|---|---|
| Sortino ratio | 1.19 |
| Calmar ratio | 0.43 |
| Best year, 2020 | +33.90% |
| Worst year, 2022 | −29.42% |
| Positive years | 6 of 8 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2017| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.9% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −30.5% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −20.8% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −19.6% | Jun 2018 | Dec 2018 | Apr 2019 | 10 months |
| −13.3% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
Annual returns
2017 from Jan 27 · 2026 through Oct 2