NEWFX
American Funds New World Fund Class A
Mutual fund
$107.14+0.34 (+0.32%)Close Oct 2, 2026
Jun 17, 1999 – Oct 2, 2026, Dividends reinvested
- Final balance
- $91,876
- CAGR
- +8.47%
- Max drawdown
- −56.71%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.23%
- 3M
- +1.20%
- 6M
- +15.43%
- YTD
- +14.87%
- 1Y
- +18.38%
- 3Y
- +19.76%
- 5Y
- +7.05%
- 10Y
- +10.09%
- 15Y
- +8.81%
- 20Y
- +7.47%
- 25Y
- +10.29%
- Since 1999
- +8.47%
Metrics
Since 1999| Volatility | 16.41% |
|---|---|
| Sortino ratio | 0.80 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +52.22% |
| Worst year, 2008 | −46.32% |
| Positive years | 17 of 26 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1999| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.7% | Oct 2007 | Nov 2008 | Apr 2013 | 5.5 years |
| −41.3% | Mar 2000 | Sep 2001 | Jan 2004 | 3.8 years |
| −33.7% | Sep 2021 | Oct 2022 | Jun 2025 | 3.7 years |
| −32.1% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −25.1% | Jul 2014 | Feb 2016 | Apr 2017 | 2.8 years |
Annual returns
1999 from Jun 17 · 2026 through Oct 2