RNGHX
American Funds New Economy Fund Class R-5E
Mutual fund
$86.66+0.64 (+0.74%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $44,283
- CAGR
- +14.68%
- Max drawdown
- −36.96%
- Sharpe ratio
- 0.81
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.32%
- 3M
- −0.18%
- 6M
- +24.49%
- YTD
- +19.53%
- 1Y
- +26.93%
- 3Y
- +30.17%
- 5Y
- +12.78%
- 10Y
- +15.88%
- Since 2015
- +14.68%
Metrics
Since 2015| Volatility | 19.15% |
|---|---|
| Sortino ratio | 1.13 |
| Calmar ratio | 0.40 |
| Best year, 2017 | +34.69% |
| Worst year, 2022 | −29.54% |
| Positive years | 8 of 10 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −37.0% | 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 |
| −19.7% | Jun 2018 | Dec 2018 | Apr 2019 | 10 months |
| −17.2% | Dec 2015 | Feb 2016 | Aug 2016 | 8 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2