FNEFX
American Funds New Economy-F3
$64.38
-0.13 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 35380.221M |
| 52 Week High | 64.51 |
| 52 Week Low | 46.214 |
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Key Data
| Symbol | FNEFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 64.38 |
| Price Yesterday | 64.51 |
| Market Cap | 35,380.22 |
| YTD Return | 18.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0041 |
Overview
| 52 Week High | 64.51 |
|---|---|
| 52 Week Low | 46.21 |
| Market Cap | 35,380.22M |
| Shares Outstanding | 549.55M |
| Income Dividend Yield | 0.48% |
| Long Term Dividend Yield | 3.12% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.60% |
Returns Annualized
| One Day | -39.88% |
|---|---|
| Five Days | 140.47% |
| One Months | 91.40% |
| Three Months | 31.85% |
| Six Months | 44.52% |
| Nine Months | 47.34% |
| One Year | 32.04% |
| Three Years | 3.77% |
| Five Years | 11.86% |
| Ten Years | -999 |
| YTD | 39.40% |
| Since Inception | 13.49% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 1.75% |
| One Month | 5.28% |
| Three Months | 7.03% |
| Six Months | 19.84% |
| Nine Months | 33.28% |
| One Year | 32.00% |
| Three Years | 11.67% |
| Five Years | 74.92% |
| Ten Years | -999 |
| YTD | 18.67% |
| Since Inception | 155.70% |
Yearly Returns
| 2024 | 18.67% |
|---|---|
| 2023 | 29.53% |
| 2022 | -29.42% |
| 2021 | 12.30% |
| 2020 | 33.89% |
| 2019 | 26.88% |
| 2018 | -3.93% |
| 2017 | 28.60% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -0.93% |
|---|---|
| Beta | 1.18 |
| Correlation | 98.94% |
| Downside Deviation | 3.13% |
| Coefficient of determination | 97.89% |
| Standard Deviation | 3.84% |
| Sharpe Ratio | 0.25 |
| Sortino | 1.06 |
| Treynor | 22.55 |
| Ulcer Index | 3.16 |
| Ulcer Performance Index | 1.05 |