ANEFX
American Funds New Economy-A
$63.94
-0.12 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 35377.937M |
| 52 Week High | 64.06 |
| 52 Week Low | 46.007 |
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Key Data
| Symbol | ANEFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.94 |
| Price Yesterday | 64.06 |
| Market Cap | 35,377.94 |
| YTD Return | 18.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 64.06 |
|---|---|
| 52 Week Low | 46.01 |
| Market Cap | 35,377.94M |
| Shares Outstanding | 553.30M |
| Income Dividend Yield | 0.20% |
| Long Term Dividend Yield | 3.14% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.34% |
Returns Annualized
| One Day | -37.69% |
|---|---|
| Five Days | 140.00% |
| One Months | 90.69% |
| Three Months | 31.39% |
| Six Months | 44.04% |
| Nine Months | 46.84% |
| One Year | 31.59% |
| Three Years | 3.41% |
| Five Years | 11.48% |
| Ten Years | 10.84% |
| YTD | 38.95% |
| Since Inception | 11.04% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 1.75% |
| One Month | 5.25% |
| Three Months | 6.94% |
| Six Months | 19.65% |
| Nine Months | 32.95% |
| One Year | 31.56% |
| Three Years | 10.52% |
| Five Years | 71.97% |
| Ten Years | 179.07% |
| YTD | 18.47% |
| Since Inception | 4148.50% |
Yearly Returns
| 2024 | 18.47% |
|---|---|
| 2023 | 29.07% |
| 2022 | -29.67% |
| 2021 | 11.92% |
| 2020 | 33.45% |
| 2019 | 26.45% |
| 2018 | -4.22% |
| 2017 | 34.38% |
| 2016 | 2.19% |
| 2015 | 3.79% |
Risk against SP-DA
| Alpha | -1.36% |
|---|---|
| Beta | 1.18 |
| Correlation | 98.91% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 97.82% |
| Standard Deviation | 3.84% |
| Sharpe Ratio | 0.22 |
| Sortino | 0.91 |
| Treynor | 22.19 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | 0.9 |