ANEFX
American Funds New Economy-A
$59.92
0.14 (0.23%)
Currency in USD / Last Updated: 3/27/2024
Category | World Large Growth |
---|---|
Market Cap | 33888.234M |
52 Week High | 60.12 |
52 Week Low | 44.604 |
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Key Data
Symbol | ANEFX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 59.92 |
Price Yesterday | 59.78 |
Market Cap | 33,888.23 |
YTD Return | 11.02% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 60.12 |
---|---|
52 Week Low | 44.60 |
Market Cap | 33,888.23M |
Shares Outstanding | 565.56M |
Income Dividend Yield | 0.22% |
Long Term Dividend Yield | 3.35% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.57% |
Returns Annualized
One Day | 80.41% |
---|---|
Five Days | 50.05% |
One Months | 44.85% |
Three Months | 50.75% |
Six Months | 60.53% |
Nine Months | 32.44% |
One Year | 33.77% |
Three Years | 3.88% |
Five Years | 11.03% |
Ten Years | 10.55% |
YTD | 55.22% |
Since Inception | 10.93% |
Returns Total
One Day | 0.23% |
---|---|
Five Days | 0.81% |
One Month | 3.13% |
Three Months | 10.61% |
Six Months | 26.43% |
Nine Months | 23.43% |
One Year | 33.73% |
Three Years | 12.08% |
Five Years | 68.55% |
Ten Years | 171.93% |
YTD | 11.02% |
Since Inception | 3,881.40% |
Yearly Returns
2024 | 11.02% |
---|---|
2023 | 29.07% |
2022 | -29.67% |
2021 | 11.92% |
2020 | 33.45% |
2019 | 26.45% |
2018 | -4.22% |
2017 | 34.38% |
2016 | 2.19% |
2015 | 3.79% |
Risk against SP-DA
Alpha | -3.20% |
---|---|
Beta | 1.1 |
Correlation | 98.64% |
Downside Deviation | 3.01% |
Coefficient of determination | 97.30% |
Standard Deviation | 3.75% |
Sharpe Ratio | -0.03 |
Sortino | -0.11 |
Treynor | 25.91 |
Ulcer Index | 2.99 |
Ulcer Performance Index | -0.11 |