FNNEX
American Funds New Economy Fund Class 529-F-3
Mutual fund
$87.45+0.64 (+0.74%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $23,463
- CAGR
- +15.49%
- Max drawdown
- −36.91%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.32%
- 3M
- −0.17%
- 6M
- +24.55%
- YTD
- +19.63%
- 1Y
- +27.04%
- 3Y
- +30.30%
- 5Y
- +12.89%
- Since 2020
- +15.49%
Metrics
Since 2020| Volatility | 19.45% |
|---|---|
| Sortino ratio | 1.21 |
| Calmar ratio | 0.42 |
| Best year, 2025 | +31.36% |
| Worst year, 2022 | −29.47% |
| Positive years | 4 of 5 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −36.9% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −20.8% | Jan 2025 | Apr 2025 | Jun 2025 | 5 months |
| −13.3% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
| −11.1% | Jun 2026 | Jul 2026 | Not yet | 3 months so far |
| −10.3% | Jul 2024 | Aug 2024 | Sep 2024 | 2 months |
Annual returns
2020 from Oct 30 · 2026 through Oct 2