American Funds New Economy Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 0 6.22 3.84 1.65 4.21 -0.37 -4.98 4.27 -6.33 4.57 0.66 -6.75 0
1987 9.89 6.19 1.06 -1.22 1.06 3.15 4.51 3.18 -0.16 -20.81 -7.19 2.96 -1.1
1988 3.18 4.94 -1.76 0.8 -0.89 5.92 -1.42 -3.08 5.06 1.61 -2.6 -2.5 9
1989 7.87 -1.11 2.24 5.57 3.81 0.67 7.07 1.32 3.14 -2.15 0.38 -8.88 20.5
1990 -7.54 1.28 1.81 -4.09 10.19 -4.73 -2.13 -11.14 -8.05 0 8.65 -1.54 -17.9
1991 7.62 6.59 0.55 2.02 3.51 -7.94 5.12 1.08 -0.18 1.88 -3.68 8.76 26.9
1992 1.94 2.4 -2.51 -0.25 1.17 -1.4 0.84 -2.24 2.12 1.99 7.33 0.76 12.5
1993 4.23 -0.07 2.83 -3.25 8.95 0.07 2.28 4.92 0.5 4.91 -2.37 -3.09 20.9
1994 0.44 -3.38 -5.19 -0.21 1.03 -3.27 3.16 3.82 -2.17 0.94 -2.59 -5.36 -12.5
1995 -0.29 2.7 0.92 1.27 2.99 4.27 4.35 0.62 1.05 -1.59 5.66 -3.91 19.1
1996 3.03 2.4 0.64 2.79 1.47 -1.57 -6.54 3.53 4.11 -0.85 5.29 -1.57 12.9
1997 2.41 -0.8 -3.13 2.03 8.68 3.84 5.89 -2.95 6.59 -2.81 2.45 4.3 28.9
1998 1.25 6.92 7.22 0.47 -2.49 3.97 -0.17 -15.89 6.27 5.66 6.44 8.58 28.8
1999 5.75 -2.97 0.64 4.26 0.08 7.81 -1.39 -1.98 2.18 6.66 6.63 11.64 45.7
2000 -2.35 9.72 0.97 -7.9 -3.9 3.71 -3.45 3.99 -5.55 -2.07 -10.22 1.02 -16.4
2001 8.58 -11.69 -9.37 10.19 -0.76 -1.09 -3.89 -7.9 -15.53 4.31 10.97 1.61 -17.3
2002 -4.21 -3.54 6.92 -4.76 -1.16 -9.93 -11.15 1.03 -10.03 9.69 10.01 -9.37 -26
2003 -1.55 -3.45 0.47 11.29 8.69 1.53 3.9 4.24 -2.79 7 1.23 3.71 38.7
2004 3.41 0.67 -0.26 -2.46 1.26 0.99 -5.4 -0.87 2.91 2.98 4.92 4.13 12.5
2005 -3.42 0.79 -2 -2.89 4.62 2.06 4.62 -0.51 1.15 -1.05 6.05 2.65 12.2
2006 3.97 -1.11 1.45 1.47 -5.2 0.21 -1.53 3.58 2.7 4.01 2.84 1.83 14.7
2007 1.76 -1.36 1.49 3.35 3.34 -0.21 -0.66 1.15 5.01 4.35 -5.73 -1.14 11.4
2008 -7.94 -3.48 -2.11 6.26 1.11 -9.64 -0.96 -0.35 -10.86 -18.47 -7.59 3.87 -41.9
2009 -6.62 -5.02 9.05 14.01 6.87 1.09 7.82 3.4 5.32 -3.17 3.7 3.34 45.2
2010 -5.42 3.24 6.28 -0.04 -8.49 -3.79 7.84 -3.7 10.27 4.59 -1.5 5.26 13.4
2011 2.21 1.97 0.42 3.66 -0.62 -1.36 -1.3 -7 -9.62 9.93 -1.75 -1 -5.7
2012 8.16 5.09 2.63 -0.4 -6.66 4.03 0.15 2.27 3.82 -0.98 2.05 2.29 24
2013 6.4 1.09 2.98 2.86 2.62 -1.93 6.44 -0.89 5.9 5.05 3.53 2.92 43.4
2014 -0.94 5.39 -3.13 -1.76 3.29 1.56 -1.71 2.73 -2.81 2.43 1.35 -1.45 4.6
2015 0.35 3.82 -0.6 1 4.08 -0.4 1.86 -7.04 -4.79 6.29 1.88 -1.9 3.8
2016 -8.79 -0.4 6.64 -0.83 1.94 -2.87 5.9 1.19 1.09 -2.27 1.24 0.22 2.2
2017 5.06 3.15 1.95 2.69 2.13 1.32 3.13 2 3.11 3.43 1.92 0.09 34.4
2018 8.34 -1.7 -1.14 0.36 3.54 -0.57 0.19 1.85 -0.59 -9.79 2.95 -6.68 -4.4
2019 9.45 2.8 1.92 3.28 -7.07 5.97 1.3 -2.35 -0.62 2.74 4.07 -3.95 17.7
2020 5.6 5.29 4.3 7.41 11.82 -12.56 -4.86 0.31 -3.76 -0.84 11.04 5.68 30.2
2021 -7.88 2.52 -1.14 12.95 -0.54 3.44 0.15 3.49 -4.02 6.01 -3.92 -5.47 3.9
2022 -12 -2.59 0.28 -11.68 -1.47 -7.54 7.92 -2.73 -8.11 4.31 5.81 -4.5 -29.7
2023 7.98 -1.81 3.73 0.48 1.87 4.68 3.71 -1.88 -5.12 -1.66 9.47 1.3 24.1
2024 1.52 21.6