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American Funds New World 529F (CNWFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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79.68+0.11 (+0.14%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.78%
5-Year Average Return6.81%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jun 19, 2024)52.49%
Worst 1 Yr Total Return (Jun 19, 2024)N/A
Best 3-Yr Total Return52.49%
Worst 3-Yr Total Return-1.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCNWFXCategory
YTD5.99%8.73%
1-Month2.47%1.20%
3-Month3.21%5.47%
1-Year15.86%41.79%
3-Year-2.38%11.48%
5-Year7.74%12.18%
10-Year5.45%4.39%
Last Bull Market18.16%17.73%
Last Bear Market-14.85%-25.55%

Annual Total Return (%) History

Year
CNWFXCategory
2024
N/AN/A
2023
15.90%N/A
2022
-21.92%N/A
2021
4.92%N/A
2020
25.03%17.90%
2019
27.73%19.25%
2018
-12.15%-16.07%
2017
32.75%34.17%
2016
4.04%8.47%
2015
-5.90%-13.79%
2014
-3.51%-3.01%
2013
10.15%-0.14%
2012
19.89%18.15%
2011
-14.00%-19.86%
2010
17.51%19.26%
2009
52.49%73.81%
2008
-46.23%-54.44%
2007
33.03%36.68%
2006
33.56%32.06%
2005
22.25%31.54%
2004
20.62%23.54%
2003
43.16%55.19%
2002
N/A-6.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.15%N/AN/AN/A
20236.62%4.88%-4.79%8.86%
2022-10.39%-14.85%-6.92%9.94%
20210.75%9.29%-4.84%0.13%
2020-22.15%24.48%8.13%19.32%
201913.78%3.81%-0.81%9.02%
20181.30%-3.90%-1.75%-8.15%
201710.61%5.99%7.29%5.53%
20160.20%2.09%6.35%-4.37%
20152.88%-0.15%-12.14%4.26%
20140.53%4.91%-5.16%-3.54%
20131.46%-3.02%7.59%4.05%
201212.40%-5.63%7.02%5.62%
20110.96%1.00%-19.40%4.63%
20103.41%-7.79%17.37%4.99%
2009-3.05%27.28%17.23%5.41%
2008-7.90%0.95%-21.26%-26.56%
20073.30%11.61%8.31%6.53%
200611.73%-2.97%8.14%13.92%
20051.03%3.48%12.30%4.13%
20046.35%-5.07%6.44%12.24%
2003-3.72%17.27%9.65%15.62%
20026.45%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month20
3-Month59
1-Year35
3-Year31
5-Year14

Load Adjusted Returns

1-Year15.86%
3-Year-2.38%
5-Year7.74%
10-Year5.45%