NEFFX
American Funds New Economy-F2
$64.08
-0.12 (-0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 35376.903M |
| 52 Week High | 64.2 |
| 52 Week Low | 46.027 |
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Key Data
| Symbol | NEFFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 64.08 |
| Price Yesterday | 64.2 |
| Market Cap | 35,376.90 |
| YTD Return | 18.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 64.20 |
|---|---|
| 52 Week Low | 46.03 |
| Market Cap | 35,376.90M |
| Shares Outstanding | 552.07M |
| Income Dividend Yield | 0.40% |
| Long Term Dividend Yield | 3.13% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.54% |
Returns Annualized
| One Day | -37.62% |
|---|---|
| Five Days | 141.47% |
| One Months | 91.60% |
| Three Months | 31.76% |
| Six Months | 44.35% |
| Nine Months | 47.21% |
| One Year | 31.90% |
| Three Years | 3.66% |
| Five Years | 11.75% |
| Ten Years | 11.09% |
| YTD | 39.29% |
| Since Inception | 11.72% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | 1.76% |
| One Month | 5.29% |
| Three Months | 7.01% |
| Six Months | 19.78% |
| Nine Months | 33.20% |
| One Year | 31.86% |
| Three Years | 11.33% |
| Five Years | 74.05% |
| Ten Years | 185.51% |
| YTD | 18.62% |
| Since Inception | 482.07% |
Yearly Returns
| 2024 | 18.62% |
|---|---|
| 2023 | 29.39% |
| 2022 | -29.50% |
| 2021 | 12.18% |
| 2020 | 33.77% |
| 2019 | 26.74% |
| 2018 | -4.03% |
| 2017 | 34.67% |
| 2016 | 2.44% |
| 2015 | 4.01% |
Risk against SP-DA
| Alpha | -1.03% |
|---|---|
| Beta | 1.18 |
| Correlation | 98.93% |
| Downside Deviation | 3.14% |
| Coefficient of determination | 97.87% |
| Standard Deviation | 3.84% |
| Sharpe Ratio | 0.24 |
| Sortino | 1.01 |
| Treynor | 22.46 |
| Ulcer Index | 3.17 |
| Ulcer Performance Index | 1 |