Nasdaq - Delayed Quote USD
American Funds New World C (NEWCX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.26% |
| 5y Average Return | 5.65% |
| Number of Years Up | 15 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 6, 2024) | 51.08% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 51.08% |
| Worst 3Y Total Return | -2.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NEWCX
Category
- YTD
- 8.67%
- 8.73%
- 1-Month
- -4.18%
- 1.20%
- 3-Month
- 2.68%
- 5.47%
- 1-Year
- 21.95%
- 41.79%
- 3-Year
- -1.84%
- 11.48%
- 5-Year
- 5.60%
- 12.18%
- 10-Year
- 5.13%
- 4.39%
- Last Bull Market
- 17.72%
- 17.73%
- Last Bear Market
- -15.05%
- -25.55%
Annual Total Return (%) History
Year
NEWCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.90% | 1.40% | 6.63% | -- |
| 2023 | 6.36% | 4.65% | -5.00% | 8.63% |
| 2022 | -10.61% | -15.05% | -7.15% | 9.69% |
| 2021 | 0.52% | 9.03% | -5.07% | -0.09% |
| 2020 | -22.33% | 24.19% | 7.88% | 19.04% |
| 2019 | 13.53% | 3.55% | -1.04% | 8.76% |
| 2018 | 1.07% | -4.13% | -1.99% | -8.37% |
| 2017 | 10.34% | 5.75% | 7.02% | 5.29% |
| 2016 | -0.04% | 1.86% | 6.11% | -4.61% |
| 2015 | 2.66% | -0.39% | -12.34% | 4.02% |
| 2014 | 0.30% | 4.67% | -5.38% | -3.79% |
| 2013 | 1.23% | -3.24% | 7.32% | 3.81% |
| 2012 | 12.13% | -5.84% | 6.78% | 5.35% |
| 2011 | 0.74% | 0.75% | -19.58% | 4.40% |
| 2010 | 3.18% | -8.02% | 17.11% | 4.74% |
| 2009 | -3.30% | 27.00% | 16.98% | 5.16% |
| 2008 | -8.11% | 0.72% | -21.44% | -26.73% |
| 2007 | 3.03% | 11.36% | 8.05% | 6.28% |
| 2006 | 11.49% | -3.22% | 7.88% | 13.67% |
| 2005 | 0.85% | 3.29% | 12.03% | 3.87% |
| 2004 | 6.16% | -5.21% | 6.27% | 12.05% |
| 2003 | -3.86% | 17.07% | 9.44% | 15.44% |
| 2002 | 10.31% | -7.04% | -13.16% | 6.23% |
| 2001 | 6.99% | -18.53% | 15.14% | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 65 |
| 3-Month | 42 |
| 1-Year | 65 |
| 3-Year | 52 |
| 5-Year | 30 |
Load Adjusted Returns
| 1-Year | 20.95% |
| 3-Year | -1.84% |
| 5-Year | 5.60% |
| 10-Year | 5.13% |
Performance & Risk
| YTD Return | 10.26% |
| 5y Average Return | 5.65% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | American Funds |
| Net Assets | 62.27B |
| YTD Return | 8.67% |
| Yield | 0.44% |
| Morningstar Rating | |
| Inception Date | Oct 07, 2002 |
Fund Summary
The fund invests primarily in common stocks of companies with significant exposure to countries with developing economies and/or markets. Under normal market conditions, the fund invests at least 35% of its assets in equity and debt securities of issuers primarily based in qualified countries that have developing economies and/or markets.
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