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American Funds New World 529E (CNWEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.93+0.01 (+0.01%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.83%
5-year average return7.31%
Number of years up15
Number of years down6
Best 1-yr total return (30 May 2024)51.74%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return51.74%
Worst 3-yr total return-2.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCNWEXCategory
YTD3.30%8.73%
1-month-1.67%1.20%
3-month4.71%5.47%
1-year10.63%41.79%
3-year-2.65%11.48%
5-year5.71%12.18%
10-year5.12%4.39%
Last bull market17.97%17.73%
Last bear market-14.94%-25.55%

Annual total return (%) history

Year
CNWEXCategory
2024
N/AN/A
2023
15.48%N/A
2022
-22.25%N/A
2021
4.49%N/A
2020
24.52%17.90%
2019
27.20%19.25%
2018
-12.52%-16.07%
2017
32.19%34.17%
2016
3.60%8.47%
2015
-6.27%-13.79%
2014
-3.94%-3.01%
2013
9.69%-0.14%
2012
19.33%18.15%
2011
-14.41%-19.86%
2010
16.91%19.26%
2009
51.74%73.81%
2008
-46.50%-54.44%
2007
32.37%36.68%
2006
32.92%32.06%
2005
21.72%31.54%
2004
20.31%23.54%
2003
42.83%55.19%
2002
N/A-6.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.05%N/AN/AN/A
20236.51%4.79%-4.87%8.76%
2022-10.48%-14.94%-7.03%9.83%
20210.66%9.17%-4.94%0.02%
2020-22.23%24.36%8.01%19.19%
201913.67%3.71%-0.92%8.91%
20181.20%-4.00%-1.86%-8.25%
201710.50%5.89%7.18%5.41%
20160.08%1.99%6.26%-4.49%
20152.79%-0.26%-12.23%4.16%
20140.41%4.79%-5.25%-3.66%
20131.38%-3.14%7.48%3.93%
201212.25%-5.71%6.89%5.48%
20110.83%0.86%-19.47%4.50%
20103.26%-7.91%17.24%4.87%
2009-3.19%27.13%17.10%5.28%
2008-8.03%0.85%-21.36%-26.65%
20073.15%11.47%8.19%6.40%
200611.61%-3.08%7.99%13.78%
20050.93%3.40%12.15%3.99%
20046.24%-5.11%6.38%12.19%
2003-3.77%17.25%9.53%15.58%
2002-6.95%-13.04%6.34%N/A

Rank in category (by total return)

YTD37
1-month82
3-month79
1-year49
3-year34
5-year16

Load adjusted returns

1-year10.63%
3-year-2.65%
5-year5.71%
10-year5.12%