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RNWFX: American Funds New World R5 (MUTUAL FUND)
Basic Info 73.95 0.22(0.30%) December 08
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 06/07/2002 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 1.14% |
| Expenses | 1.03% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.7 | 11.0 | 9.0 | -1.9 | 7.6 | 5.2 | 8.8 | 8.7 | -21.8 | 5.0 | 25.2 | 28.0 | -12.0 | 33.0 | 4.3 | -5.7 | -3.3 | 10.4 | 20.2 | -13.9 | 17.7 | 52.7 | -46.1 | 33.3 | 33.8 | 22.5 | 21.1 | 43.8 | -12.1 |
| SR | NA | 0.64 | 0.4 | -0.23 | 0.33 | 0.27 | NA | 0.46 | -1.08 | 0.34 | 0.87 | 2.32 | -0.91 | 4.66 | 0.3 | -0.45 | -0.34 | 1.01 | 1.6 | -0.64 | 1.06 | 2.38 | -1.33 | 1.75 | 2.36 | 2.33 | 1.5 | 4.18 | -1.58 |
| DD(%) | NA | 11.6 | 11.6 | 33.4 | 33.4 | 33.4 | NA | 56.6 | 29.5 | 10.4 | 32.1 | 7.2 | 21.1 | 2.9 | 11.7 | 17.2 | 12.2 | 11.3 | 12.5 | 24.2 | 13.7 | 18.1 | 56.0 | 14.4 | 18.0 | 7.9 | 14.9 | 9.7 | 20.2 |
| SD(%) | NA | 11.6 | 11.8 | 16.5 | 18.9 | 15.7 | NA | 17.0 | 21.6 | 14.9 | 28.7 | 11.4 | 14.6 | 7.0 | 13.5 | 12.8 | 9.6 | 10.3 | 12.7 | 21.6 | 16.6 | 22.1 | 35.3 | 17.4 | 13.0 | 8.7 | 13.4 | 10.3 | 13.5 |
| TR | NA | 0.09 | 0.06 | -0.04 | 0.07 | 0.05 | NA | 0.11 | -0.24 | 0.06 | 0.26 | 0.31 | -0.16 | 0.46 | 0.06 | -0.09 | -0.05 | 0.16 | 0.27 | -0.17 | 0.23 | 0.8 | -0.7 | 0.44 | 0.46 | 0.35 | 0.32 | 0.81 | -0.4 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.02 | 0.01 | NA | 0.01 | -0.02 | 0.02 | 0.04 | 0.04 | 0.0 | 0.04 | -0.02 | 0.02 | -0.01 | 0.05 | 0.02 | 0.01 | 0.01 | 0.01 | -0.06 | 0.01 | 0.04 | 0.01 | 0.01 | 0.04 | -0.04 |
| Beta | NA | 0.82 | 0.83 | 0.9 | 0.92 | 0.84 | NA | 0.73 | 0.97 | 0.83 | 0.96 | 0.85 | 0.84 | 0.7 | 0.73 | 0.66 | 0.65 | 0.66 | 0.74 | 0.82 | 0.76 | 0.66 | 0.67 | 0.69 | 0.67 | 0.59 | 0.63 | 0.53 | 0.54 |
| RS | NA | 0.76 | 0.75 | 0.79 | 0.84 | 0.83 | NA | 0.86 | 0.81 | 0.8 | 0.88 | 0.85 | 0.91 | 0.78 | 0.89 | 0.88 | 0.75 | 0.82 | 0.9 | 0.95 | 0.94 | 0.94 | 0.94 | 0.93 | 0.89 | 0.77 | 0.61 | 0.57 | 0.64 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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