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ISIN
US6492808158
Inception Date
Aug 1, 2008
Min. Investment
$250
Distribution Policy
Distributing
Asset Class
Multi-Asset
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

RNWGX Performance Chart

American Funds New World Fund® Class R-6 (RNWGX) is up 18.2% since the beginning of the year. RNWGX is currently trading at $110 per share. Investors who bought $1,000 worth of RNWGX shares 5 years ago would now be looking at an investment worth $1,437.


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S&P 500 Index

Returns By Period

American Funds New World Fund® Class R-6 (RNWGX) has returned 18.19% so far this year and 36.94% over the past 12 months. Over the last ten years, RNWGX has returned 11.56% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


American Funds New World Fund® Class R-6

1D
1.48%
1M
5.05%
YTD
18.19%
6M
19.13%
1Y
36.94%
3Y*
18.74%
5Y*
7.52%
10Y*
11.56%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RNWGX Monthly Returns History

Based on dividend-adjusted daily data since Jan 4, 2010, RNWGX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2020 with a return of +11.9%, while the worst month was Mar 2020 at -15.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, RNWGX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +6.7%, while the worst single day was Mar 16, 2020 at -10.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.99%2.89%-9.65%10.77%6.60%1.59%18.19%
20252.69%-0.30%-0.66%2.03%5.76%5.35%-0.67%3.02%4.27%2.92%-0.46%1.82%28.67%
2024-1.29%4.07%2.43%-1.62%2.50%0.82%-0.39%3.04%4.19%-4.09%-1.23%-1.37%6.88%
20237.62%-3.85%3.09%1.30%-1.78%5.49%3.70%-4.10%-4.19%-3.09%7.55%4.57%16.26%
2022-6.22%-4.53%0.14%-8.64%0.82%-7.51%4.28%-2.64%-8.28%2.49%10.58%-2.95%-21.77%
20210.15%1.90%-1.22%4.42%2.87%1.79%-2.72%2.36%-4.37%2.05%-3.77%1.97%5.09%

Benchmark Metrics

American Funds New World Fund® Class R-6 has an annualized alpha of -1.11%, beta of 0.78, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since January 04, 2010.

  • This fund participated in 94.01% of S&P 500 Index downside but only 78.73% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.11%
Beta
0.78
0.75
Upside Capture
78.73%
Downside Capture
94.01%

Expense Ratio

RNWGX has an expense ratio of 0.57%, placing it in the medium range.


Return for Risk

Risk / Return Rank

RNWGX ranks 65 for risk / return — better than 65% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


RNWGX Risk / Return Rank: 6565
Overall Rank
RNWGX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
RNWGX Sortino Ratio Rank: 6464
Sortino Ratio Rank
RNWGX Omega Ratio Rank: 7373
Omega Ratio Rank
RNWGX Calmar Ratio Rank: 5858
Calmar Ratio Rank
RNWGX Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RNWGXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.29

Omega ratioGain probability vs. loss probability

1.43

1.37

+0.06

Calmar ratioReturn relative to maximum drawdown

2.79

2.78

+0.01

Martin ratioReturn relative to average drawdown

11.18

12.44

-1.26

Dividends

Dividend History

American Funds New World Fund® Class R-6 provided a 5.15% dividend yield over the last twelve months, with an annual payout of $5.67 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$5.67$5.67$3.16$2.16$0.89$6.29$0.38$2.85$1.55$1.51$0.71$0.52

Dividend yield

5.15%6.09%4.11%2.88%1.33%7.32%0.44%4.05%2.71%2.26%1.37%1.04%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds New World Fund® Class R-6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$5.67$5.67
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.16$3.16
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.16$2.16
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.89$0.89
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.29$6.29

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds New World Fund® Class R-6. 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® Class R-6 was 33.40%, occurring on Oct 14, 2022. Recovery took 646 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-33.40%Oct 2022
1y 1mo2y 7mo
3y 8moSep 2021 - May 2025
COVID crash2020
-32.08%Mar 2020
2mo 2d3mo 29d
6mo 1dJan 2020 - Jul 2020
2016 bear market2016
-24.61%Feb 2016
1y 7mo1y 2mo
2y 9moJul 2014 - Apr 2017
2011 bear market2011
-24.16%Oct 2011
5mo 3d1y 3mo
1y 8moMay 2011 - Jan 2013
Rate-hike selloffLate 2018
-21.04%Dec 2018
10mo 29d10mo 15d
1y 9moJan 2018 - Nov 2019

Drawdown Indicators


RNWGXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-33.40%

-56.78%

+23.38%

Max Drawdown (1Y)

Largest decline over 1 year

-13.00%

-9.10%

-3.90%

Max Drawdown (3Y)

Largest decline over 3 years

-15.00%

-18.90%

+3.90%

Max Drawdown (5Y)

Largest decline over 5 years

-33.40%

-25.43%

-7.97%

Max Drawdown (10Y)

Largest decline over 10 years

-33.40%

-33.92%

+0.52%

Current Drawdown

Current decline from peak

0.00%

-1.80%

+1.80%

Average Drawdown

Average peak-to-trough decline

-8.04%

-10.71%

+2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.03%

+1.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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