American Funds New World Fund (NEWFX)
The investment seeks long-term capital appreciation. 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.
Fund Info
US6492801047
649280104
Jun 16, 1999
$250
Large-Cap
Growth
Expense Ratio
NEWFX has a high expense ratio of 0.96%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds New World Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds New World Fund had a return of 7.14% year-to-date (YTD) and 8.40% in the last 12 months. Over the past 10 years, American Funds New World Fund had an annualized return of 6.31%, while the S&P 500 had an annualized return of 11.01%, indicating that American Funds New World Fund did not perform as well as the benchmark.
NEWFX
7.14%
-0.15%
-0.38%
8.40%
4.87%
6.31%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of NEWFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.32% | 4.02% | 2.39% | -1.65% | 2.48% | 0.78% | -0.42% | 3.01% | 4.16% | -4.12% | -1.27% | 7.14% | |
| 2023 | 7.57% | -3.87% | 3.06% | 1.26% | -1.81% | 5.45% | 3.66% | -4.13% | -4.23% | -3.13% | 7.49% | 4.53% | 15.75% |
| 2022 | -6.27% | -4.54% | 0.10% | -8.67% | 0.78% | -7.54% | 4.24% | -2.66% | -8.31% | 2.44% | 10.54% | -2.98% | -22.08% |
| 2021 | 0.11% | 1.86% | -1.24% | 4.39% | 2.83% | 1.75% | -2.75% | 2.32% | -4.41% | 2.03% | -3.80% | 1.94% | 4.69% |
| 2020 | -2.25% | -5.82% | -15.47% | 9.75% | 6.37% | 6.57% | 6.12% | 4.73% | -2.75% | 0.08% | 11.88% | 6.50% | 24.79% |
| 2019 | 8.07% | 2.63% | 2.55% | 2.33% | -4.96% | 6.70% | 0.13% | -2.60% | 1.65% | 2.99% | 1.74% | 3.99% | 27.51% |
| 2018 | 5.80% | -3.63% | -0.69% | -0.63% | -0.71% | -2.63% | 2.07% | -2.95% | -0.87% | -7.12% | 2.59% | -3.67% | -12.32% |
| 2017 | 5.11% | 1.96% | 3.17% | 3.20% | 2.10% | 0.57% | 3.80% | 1.71% | 1.59% | 2.54% | 0.74% | 2.13% | 32.56% |
| 2016 | -6.00% | -1.51% | 8.17% | 1.38% | -0.33% | 1.01% | 4.54% | 0.99% | 0.70% | -1.21% | -3.82% | 0.60% | 3.86% |
| 2015 | 0.24% | 3.56% | -0.92% | 2.31% | -0.92% | -1.52% | -1.51% | -7.74% | -3.33% | 6.47% | -0.04% | -2.04% | -5.98% |
| 2014 | -4.60% | 5.05% | 0.27% | 0.10% | 3.45% | 1.28% | -1.81% | 0.51% | -3.91% | 0.94% | 0.03% | -3.38% | -2.49% |
| 2013 | 1.93% | -0.68% | 0.20% | 2.39% | -1.10% | -4.27% | 3.56% | -2.87% | 6.92% | 3.02% | 0.34% | 1.64% | 11.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NEWFX is 38, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds New World Fund (NEWFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds New World Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.93 | $0.59 | $0.37 | $0.09 | $0.74 | $0.58 | $0.63 | $0.48 | $0.30 | $3.61 | $1.75 |
Dividend yield | 0.00% | 1.24% | 0.89% | 0.43% | 0.10% | 1.04% | 1.02% | 0.94% | 0.92% | 0.60% | 6.75% | 2.97% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds New World Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.93 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.63 | $0.63 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.61 | $3.61 |
| 2013 | $1.75 | $1.75 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds New World Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds New World Fund was 56.09%, occurring on Nov 20, 2008. Recovery took 614 trading sessions.
The current American Funds New World Fund drawdown is 9.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.09% | May 20, 2008 | 129 | Nov 20, 2008 | 614 | May 2, 2011 | 743 |
| -41.29% | Mar 29, 2000 | 369 | Sep 21, 2001 | 573 | Jan 5, 2004 | 942 |
| -33.68% | Sep 8, 2021 | 279 | Oct 14, 2022 | — | — | — |
| -32.13% | Jan 21, 2020 | 44 | Mar 23, 2020 | 83 | Jul 21, 2020 | 127 |
| -24.26% | May 3, 2011 | 107 | Oct 3, 2011 | 328 | Jan 25, 2013 | 435 |
Volatility
Volatility Chart
The current American Funds New World Fund volatility is 3.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.