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American Funds New World R5E (RNWHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.72+0.03 (+0.04%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.22%
5-year average return7.23%
Number of years up6
Number of years down2
Best 1-yr total return (7 May 2024)32.86%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return32.86%
Worst 3-yr total return-1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRNWHXCategory
YTD3.46%8.73%
1-month-1.63%1.20%
3-month4.83%5.47%
1-year11.16%41.79%
3-year-2.19%11.48%
5-year6.22%12.18%
10-year5.59%4.39%
Last bull market18.20%17.73%
Last bear market-14.85%-25.55%

Annual total return (%) history

Year
RNWHXCategory
2024
N/AN/A
2023
16.04%N/A
2022
-21.88%N/A
2021
4.97%N/A
2020
25.12%17.90%
2019
27.85%19.25%
2018
-12.09%-16.07%
2017
32.86%34.17%
2016
4.02%8.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
20236.63%4.91%-4.75%8.91%
2022-10.39%-14.85%-6.91%9.97%
20210.76%9.31%-4.83%0.15%
2020-22.14%24.50%8.15%19.35%
201913.81%3.84%-0.79%9.04%
20181.33%-3.88%-1.75%-8.13%
201710.61%6.04%7.31%5.55%
20160.20%2.11%6.34%-4.39%

Rank in category (by total return)

YTD35
1-month81
3-month77
1-year44
3-year31
5-year13

Load adjusted returns

1-year11.16%
3-year-2.19%
5-year6.22%
10-year5.59%