RNWFX
American Funds New World Fund Class R-5
Mutual fund
$107.70+0.34 (+0.32%)Close Oct 2, 2026
May 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $96,733
- CAGR
- +9.75%
- Max drawdown
- −56.58%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.20%
- 3M
- +1.28%
- 6M
- +15.61%
- YTD
- +15.14%
- 1Y
- +18.76%
- 3Y
- +20.17%
- 5Y
- +7.42%
- 10Y
- +10.47%
- 15Y
- +9.19%
- 20Y
- +7.84%
- Since 2002
- +9.75%
Metrics
Since 2002| Volatility | 16.69% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +52.74% |
| Worst year, 2008 | −46.15% |
| Positive years | 17 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.6% | Oct 2007 | Nov 2008 | Jan 2013 | 5.2 years |
| −33.4% | Sep 2021 | Oct 2022 | May 2025 | 3.7 years |
| −32.1% | Jan 2020 | Mar 2020 | Jul 2020 | 6 months |
| −24.7% | Jul 2014 | Feb 2016 | Apr 2017 | 2.8 years |
| −22.8% | May 2002 | Oct 2002 | Aug 2003 | 1.2 years |
Annual returns
2002 from May 15 · 2026 through Oct 2