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American Funds New Economy 529-F-2 (FNEEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.21+0.46 (+0.72%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.84%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jul 4, 2024)29.39%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return29.39%
Worst 3-Yr Total Return0.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFNEEXCategory
YTD16.32%9.95%
1-Month5.52%2.98%
3-Month4.80%8.22%
1-Year27.57%40.81%
3-Year3.09%19.17%
5-Year11.48%18.49%
10-Year10.65%11.83%
Last Bull Market28.09%21.12%
Last Bear Market-19.49%-20.34%

Annual Total Return (%) History

Year
FNEEXCategory
2024
N/AN/A
2023
29.39%N/A
2022
-29.50%N/A
2021
12.14%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.99%4.80%N/AN/A
202310.06%7.20%-3.37%13.49%
2022-13.99%-19.49%-3.45%5.45%
20210.72%7.84%-0.45%3.71%

Rank In Category (By Total Return)

YTD20
1-Month2
3-Month8
1-Year13
3-Year40
5-Year38

Load Adjusted Returns

1-Year27.57%
3-Year3.09%
5-Year11.48%
10-Year10.65%