Ratings & Risk for American Funds New World A (NEWFX)

Morningstar Category: Diversified Emerging Mkts
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Low
    		85
    5-Year Low Low
    		63
    10-Year Below Average Low
    		55
    Overall Below Average Low
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 25.95 0.57 0.17
    5-Year 21.77 1.22 0.54
    10-Year 19.68 0.93 0.42
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 88.84 0.85 12.93
    3-Year 90.06 1.02 9.34
    5-Year 88.87 1.03 7.52
    10-Year 82.24 0.99 7.54

    MSCI EAFE NR USD

    Trailing data as of 10/31/2009