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American Funds New World 529C (CNWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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76.40-0.34 (-0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.35%
5-year average return5.49%
Number of years up15
Number of years down6
Best 1-yr total return (27 Jun 2024)50.98%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return50.98%
Worst 3-yr total return-2.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCNWCXCategory
YTD5.57%8.73%
1-month2.40%1.20%
3-month2.97%5.47%
1-year14.79%41.79%
3-year-3.33%11.48%
5-year6.70%12.18%
10-year4.42%4.39%
Last bull market17.70%17.73%
Last bear market-15.06%-25.55%

Annual total return (%) history

Year
CNWCXCategory
2024
N/AN/A
2023
14.82%N/A
2022
-22.70%N/A
2021
3.91%N/A
2020
23.81%17.90%
2019
26.49%19.25%
2018
-13.01%-16.07%
2017
31.41%34.17%
2016
3.01%8.47%
2015
-6.81%-13.79%
2014
-4.49%-3.01%
2013
9.06%-0.14%
2012
18.70%18.15%
2011
-14.88%-19.86%
2010
16.33%19.26%
2009
50.98%73.81%
2008
-46.78%-54.44%
2007
31.71%36.68%
2006
32.20%32.06%
2005
21.11%31.54%
2004
19.68%23.54%
2003
42.03%55.19%
2002
N/A-6.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%N/AN/AN/A
20236.35%4.64%-5.02%8.62%
2022-10.61%-15.06%-7.17%9.67%
20210.52%9.01%-5.07%-0.11%
2020-22.33%24.18%7.85%19.02%
201913.51%3.56%-1.05%8.75%
20181.06%-4.15%-1.99%-8.38%
201710.31%5.75%7.02%5.26%
2016-0.06%1.84%6.11%-4.61%
20152.65%-0.41%-12.36%4.02%
20140.28%4.64%-5.39%-3.80%
20131.21%-3.26%7.31%3.80%
201212.12%-5.85%6.74%5.34%
20110.69%0.75%-19.60%4.37%
20103.14%-8.03%17.09%4.73%
2009-3.28%26.96%16.94%5.14%
2008-8.13%0.71%-21.46%-26.77%
20073.03%11.34%8.04%6.27%
200611.47%-3.23%7.86%13.63%
20050.82%3.27%12.00%3.87%
20046.13%-5.22%6.20%12.02%
2003-3.89%17.04%9.40%15.40%
2002-7.04%-13.16%6.18%N/A

Rank in category (by total return)

YTD33
1-month23
3-month65
1-year44
3-year40
5-year20

Load adjusted returns

1-year13.79%
3-year-3.33%
5-year6.70%
10-year4.42%