NEFFX
American Funds New Economy-F2
$57.66
-0.10 (-0.17%)
Currency in USD / Last Updated: 4/24/2024
Category | World Large Growth |
---|---|
Market Cap | 32042.527M |
52 Week High | 60.21 |
52 Week Low | 45.25 |
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Key Data
Symbol | NEFFX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 57.66 |
Price Yesterday | 57.76 |
Market Cap | 32,042.53 |
YTD Return | 6.74% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0052 |
Overview
52 Week High | 60.21 |
---|---|
52 Week Low | 45.25 |
Market Cap | 32,042.53M |
Shares Outstanding | 555.72M |
Income Dividend Yield | 0.45% |
Long Term Dividend Yield | 3.48% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.93% |
Returns Annualized
One Day | -35.41% |
---|---|
Five Days | 16.06% |
One Months | -37.23% |
Three Months | 18.47% |
Six Months | 47.31% |
Nine Months | 19.20% |
One Year | 25.15% |
Three Years | 0.96% |
Five Years | 9.51% |
Ten Years | 10.31% |
YTD | 23.15% |
Since Inception | 11.13% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | 0.30% |
One Month | -3.98% |
Three Months | 4.32% |
Six Months | 21.16% |
Nine Months | 14.14% |
One Year | 25.12% |
Three Years | 2.89% |
Five Years | 57.39% |
Ten Years | 166.23% |
YTD | 6.74% |
Since Inception | 423.71% |
Yearly Returns
2024 | 6.74% |
---|---|
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 | -1.66% |
---|---|
Beta | 1.12 |
Correlation | 98.45% |
Downside Deviation | 3.02% |
Coefficient of determination | 96.92% |
Standard Deviation | 3.90% |
Sharpe Ratio | 0.05 |
Sortino | 0.2 |
Treynor | 17.68 |
Ulcer Index | 3.09 |
Ulcer Performance Index | 0.2 |