RNWEX
American Funds New World Fund Class R-4
Mutual fund
$106.31+0.33 (+0.31%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $91,719
- CAGR
- +9.54%
- Max drawdown
- −56.72%
- Sharpe ratio
- 0.63
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.23%
- 3M
- +1.20%
- 6M
- +15.43%
- YTD
- +14.88%
- 1Y
- +18.39%
- 3Y
- +19.81%
- 5Y
- +7.10%
- 10Y
- +10.14%
- 15Y
- +8.86%
- 20Y
- +7.51%
- Since 2002
- +9.54%
Metrics
Since 2002| Volatility | 16.71% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +52.29% |
| Worst year, 2008 | −46.31% |
| Positive years | 17 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.7% | Oct 2007 | Nov 2008 | Apr 2013 | 5.5 years |
| −33.7% | Sep 2021 | Oct 2022 | Jun 2025 | 3.7 years |
| −32.1% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −25.0% | Jul 2014 | Feb 2016 | Apr 2017 | 2.8 years |
| −21.3% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Jun 7 · 2026 through Oct 2