American Funds New Economy 529E (CNGEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return17.71%
5-year average return10.91%
Number of years up17
Number of years down4
Best 1-yr total return (2 July 2024)44.70%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return44.70%
Worst 3-yr total return0.26%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnCNGEXCategory
YTD16.03%9.95%
1-month5.46%2.98%
3-month4.67%8.22%
1-year26.91%40.81%
3-year2.57%19.17%
5-year10.99%18.49%
10-year10.24%11.83%
Last bull market27.82%21.12%
Last bear market-19.59%-20.34%
Annual total return (%) history
YearCNGEXCategory
2024N/AN/A
202328.73%N/A
2022-29.86%N/A
202111.62%N/A
202033.09%32.67%
201926.05%30.40%
2018-4.50%-7.79%
201733.98%30.22%
20161.91%2.42%
20153.43%1.26%
20144.23%2.65%
201342.90%26.44%
201223.62%18.01%
2011-5.99%-6.80%
201012.99%15.68%
200944.70%39.03%
2008-42.05%-41.58%
200710.98%12.98%
200614.29%18.96%
200511.73%11.74%
200412.02%12.56%
200338.19%34.32%
2002N/A-21.99%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202410.84%4.67%N/AN/A
20239.91%7.08%-3.52%13.37%
2022-14.09%-19.59%-3.60%5.32%
20210.61%7.71%-0.58%3.60%
2020-16.62%25.20%9.66%16.26%
201914.60%1.64%-1.79%10.20%
20185.19%3.27%1.33%-13.25%
201710.40%6.18%8.39%5.46%
2016-3.18%-1.88%8.25%-0.90%
20153.46%4.61%-9.91%6.08%
20141.04%2.98%-1.94%2.16%
201310.67%3.45%11.63%11.81%
201216.59%-3.37%6.25%3.27%
20114.56%1.57%-17.14%6.84%
20103.69%-12.11%14.47%8.31%
2009-3.31%23.04%17.30%3.69%
2008-13.10%-3.00%-12.09%-21.81%
20071.81%6.46%5.44%-2.90%
20064.22%-3.71%4.67%8.81%
2005-4.69%3.57%5.19%7.61%
20043.75%-0.36%-3.58%12.38%
2003-4.59%22.73%5.18%12.20%
2002-15.27%-19.32%9.30%N/A
Rank in category (by total return)
YTD22
1-month2
3-month9
1-year15
3-year48
5-year47
Load adjusted returns
1-year26.91%
3-year2.57%
5-year10.99%
10-year10.24%
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