PortfoliosLab logo
American Funds New World Fund (NFFFX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US6492808232

CUSIP

649280823

Inception Date

Jun 17, 1999

Min. Investment

$250

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

NFFFX has an expense ratio of 0.68%, placing it in the medium range.


Expense ratio chart for NFFFX: current value is 0.68%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NFFFX: 0.68%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


50.00%100.00%150.00%200.00%250.00%300.00%350.00%400.00%NovemberDecember2025FebruaryMarchApril
103.11%
338.40%
NFFFX (American Funds New World Fund)
Benchmark (^GSPC)

Returns By Period

American Funds New World Fund had a return of 2.61% year-to-date (YTD) and 3.36% in the last 12 months. Over the past 10 years, American Funds New World Fund had an annualized return of 4.41%, while the S&P 500 had an annualized return of 10.11%, indicating that American Funds New World Fund did not perform as well as the benchmark.


NFFFX

YTD

2.61%

1M

-1.23%

6M

-4.28%

1Y

3.36%

5Y*

7.35%

10Y*

4.41%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of NFFFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.68%-0.32%-0.67%0.92%2.61%
2024-1.30%4.07%2.41%-1.63%2.50%0.81%-0.40%3.04%4.18%-4.11%-1.23%-4.07%3.86%
20237.60%-3.85%3.08%1.29%-1.80%5.50%3.68%-4.10%-4.21%-3.10%7.53%3.26%14.67%
2022-6.24%-4.53%0.13%-8.65%0.81%-7.52%4.26%-2.64%-8.29%2.48%10.57%-2.96%-21.86%
20210.14%1.89%-1.23%4.41%2.87%1.77%-2.73%2.34%-4.38%2.04%-3.78%-4.35%-1.53%
2020-2.23%-5.79%-15.46%9.77%6.42%6.58%6.15%4.77%-2.74%0.12%11.89%6.54%25.17%
20198.10%2.65%2.59%2.35%-4.96%6.73%0.16%-2.57%1.67%3.03%1.77%1.36%24.62%
20185.81%-3.60%-0.66%-0.62%-0.68%-2.61%2.09%-2.92%-0.84%-7.11%2.63%-4.87%-13.18%
20175.13%2.00%3.18%3.22%2.13%0.58%3.82%1.74%1.59%2.59%0.74%1.18%31.65%
2016-5.97%-1.47%8.20%1.38%-0.30%1.05%4.56%0.99%0.74%-1.18%-3.80%0.62%4.19%
20150.26%3.59%-0.88%2.31%-0.91%-1.49%-1.49%-7.73%-3.31%6.49%-0.00%-2.02%-5.72%
2014-4.58%5.07%0.31%0.12%3.49%1.29%-1.79%0.54%-3.89%0.95%0.05%-2.97%-1.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of NFFFX is 33, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of NFFFX is 3333
Overall Rank
The Sharpe Ratio Rank of NFFFX is 3434
Sharpe Ratio Rank
The Sortino Ratio Rank of NFFFX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of NFFFX is 3333
Omega Ratio Rank
The Calmar Ratio Rank of NFFFX is 3232
Calmar Ratio Rank
The Martin Ratio Rank of NFFFX is 3333
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds New World Fund (NFFFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for NFFFX, currently valued at 0.21, compared to the broader market-1.000.001.002.003.00
NFFFX: 0.21
^GSPC: 0.46
The chart of Sortino ratio for NFFFX, currently valued at 0.39, compared to the broader market-2.000.002.004.006.008.00
NFFFX: 0.39
^GSPC: 0.77
The chart of Omega ratio for NFFFX, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.00
NFFFX: 1.05
^GSPC: 1.11
The chart of Calmar ratio for NFFFX, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.00
NFFFX: 0.13
^GSPC: 0.47
The chart of Martin ratio for NFFFX, currently valued at 0.58, compared to the broader market0.0010.0020.0030.0040.0050.00
NFFFX: 0.58
^GSPC: 1.94

The current American Funds New World Fund Sharpe ratio is 0.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds New World Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.21
0.46
NFFFX (American Funds New World Fund)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds New World Fund provided a 1.15% dividend yield over the last twelve months, with an annual payout of $0.91 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.91$0.91$1.17$0.80$0.64$0.31$0.94$0.78$0.81$0.66$0.47$3.99

Dividend yield

1.15%1.18%1.56%1.21%0.75%0.35%1.34%1.37%1.21%1.28%0.94%7.46%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.91$0.91
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.17$1.17
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.80$0.80
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64$0.64
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.94$0.94
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.78$0.78
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.81$0.81
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.66$0.66
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.47$0.47
2014$3.99$3.99

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-15.62%
-10.07%
NFFFX (American Funds New World Fund)
Benchmark (^GSPC)

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 50.17%, occurring on Nov 20, 2008. Recovery took 455 trading sessions.

The current American Funds New World Fund drawdown is 15.62%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.17%Aug 4, 200878Nov 20, 2008455Sep 14, 2010533
-37.61%Sep 8, 2021279Oct 14, 2022
-32.1%Jan 21, 202044Mar 23, 202082Jul 20, 2020126
-24.17%May 3, 2011107Oct 3, 2011325Jan 22, 2013432
-23.56%Jul 7, 2014405Feb 11, 2016284Mar 29, 2017689

Volatility

Volatility Chart

The current American Funds New World Fund volatility is 9.62%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
9.62%
14.23%
NFFFX (American Funds New World Fund)
Benchmark (^GSPC)