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American Funds New World R4 (RNWEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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81.21+0.62 (+0.77%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.01%
5-Year Average Return6.54%
Number of Years Up15
Number of Years Down6
Best 1 Yr Total Return (Jul 4, 2024)52.28%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return52.28%
Worst 3-Yr Total Return-1.97%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRNWEXCategory
YTD6.79%8.73%
1-Month0.79%1.20%
3-Month1.58%5.47%
1-Year10.65%41.79%
3-Year-2.81%11.48%
5-Year6.39%12.18%
10-Year5.28%4.39%
Last Bull Market18.12%17.73%
Last Bear Market-14.88%-25.55%

Annual Total Return (%) History

Year
RNWEXCategory
2024
N/AN/A
2023
15.81%N/A
2022
-22.03%N/A
2021
4.77%N/A
2020
24.86%17.90%
2019
27.57%19.25%
2018
-12.27%-16.07%
2017
32.60%34.17%
2016
3.94%8.47%
2015
-5.96%-13.79%
2014
-3.62%-3.01%
2013
10.07%-0.14%
2012
19.79%18.15%
2011
-14.12%-19.86%
2010
17.34%19.26%
2009
52.28%73.81%
2008
-46.31%-54.44%
2007
32.80%36.68%
2006
33.32%32.06%
2005
22.13%31.54%
2004
20.75%23.54%
2003
43.33%55.19%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.13%1.58%N/AN/A
20236.59%4.86%-4.80%8.84%
2022-10.44%-14.88%-6.95%9.91%
20210.72%9.24%-4.87%0.09%
2020-22.18%24.45%8.09%19.28%
201913.75%3.76%-0.83%8.98%
20181.26%-3.93%-1.79%-8.17%
201710.57%5.97%7.25%5.50%
20160.18%2.07%6.33%-4.40%
20152.87%-0.18%-12.16%4.26%
20140.51%4.88%-5.17%-3.59%
20131.46%-3.05%7.58%4.02%
201212.38%-5.63%7.00%5.57%
20110.92%0.97%-19.42%4.60%
20103.38%-7.83%17.35%4.94%
2009-3.10%27.25%17.19%5.38%
2008-7.94%0.93%-21.29%-26.59%
20073.24%11.57%8.27%6.48%
200611.68%-3.01%8.09%13.87%
20051.02%3.49%12.23%4.08%
20046.39%-5.04%6.43%12.30%
2003-3.65%17.29%9.65%15.67%

Rank In Category (By Total Return)

YTD57
1-Month84
3-Month83
1-Year64
3-Year37
5-Year18

Load Adjusted Returns

1-Year10.65%
3-Year-2.81%
5-Year6.39%
10-Year5.28%