NEFFX
American Funds New Economy Fund Class F-2
Mutual fund
$87.38+0.64 (+0.74%)Close Oct 2, 2026
Aug 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $95,746
- CAGR
- +13.24%
- Max drawdown
- −44.19%
- Sharpe ratio
- 0.73
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.31%
- 3M
- −0.18%
- 6M
- +24.53%
- YTD
- +19.57%
- 1Y
- +26.97%
- 3Y
- +30.23%
- 5Y
- +12.84%
- 10Y
- +15.78%
- 15Y
- +16.05%
- Since 2008
- +13.24%
Metrics
Since 2008| Volatility | 19.86% |
|---|---|
| Sortino ratio | 1.02 |
| Calmar ratio | 0.30 |
| Best year, 2009 | +45.64% |
| Worst year, 2022 | −29.50% |
| Positive years | 14 of 17 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.2% | Aug 2008 | Mar 2009 | Jan 2010 | 1.4 years |
| −36.9% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −30.5% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.3% | Jul 2011 | Oct 2011 | Mar 2012 | 8 months |
| −21.1% | Jul 2015 | Feb 2016 | Jan 2017 | 1.5 years |
Annual returns
2008 from Aug 1 · 2026 through Oct 2