Total Returns for American Funds New World A (NEWFX)

  • Growth of $10,000

    From 06/30/1999 to 10/31/2009

    You need a current version of Adobe Flash Player plugin to view this chart.

    Get Adobe Flash player

  • Calendar Year Total Returns

    Total Return +/- Category +/- Index Rank in Category # of Funds in Category
    42.59% -16.55 15.24 94 —

    10 Year History

    2008 2007 2006 2005 2004
    Total Returns Per Year -46.32% 32.85% 33.42% 22.20% 20.79%
    +/- Category 8.12 -3.83 1.36 -9.34 -2.75
    +/- Index -2.94 21.68 7.08 8.66 0.54
    Rank in Category 5 71 37 88 65
    # of Funds in Category 312 274 242 212 202
    2003 2002 2001 2000 1999
    Total Returns Per Year 43.36% -4.62% -3.96% -20.90% —
    +/- Category -11.83 1.43 -0.13 9.43 —
    +/- Index 4.77 11.32 17.48 -6.73 —
    Rank in Category 88 38 53 6 —
    # of Funds in Category 196 184 175 159 150
    Data as of 10/31/2009

  • Trailing Total Returns

    Total Return Rank in Category +/- MSCI EAFE NR USD # of Funds
    1-Day -0.38% — — 312
    1-Week -0.63% 82 — 312
    1-Month -0.17% 36 -0.03% 312
    3-Month 11.23% 93 -1.71% 308
    Year-to-date 49.82% 93 15.24% 300
    1-Year 81.57% 94 12.32% 289
    3-Year Annualized 4.08% 49 8.58% 217
    5-Year Annualized 13.16% 74 7.80% 163
    10-Year Annualized 9.62% 71 7.58% 55
    Since Inception 9.30% — — —
    Inception Date 06/17/1999
    1 Day, 1 Week data as of 03/03/2008
    1 Month, 3 Month, YTD, 3 Year and 5 Year data as of 10/31/2009
    10 Year and Since Inception data as of 11/20/2009

  • Standardized Returns

    Quarter Standardized Return Month Standardized Return
    (as of 09/30/2009) (as of 10/31/2009)
    1-Month -0.30% -6.96%
    3-Month 10.45% 0.28%
    Year-to-date 36.14% 34.39%
    1-Year -0.07% 31.99%
    3-Year Annualized 3.41% 1.35%
    5-Year Annualized 12.19% 11.57%
    10-Year Annualized 9.53% 8.97%
    Since Inception 8.89% 8.68%
    Inception Date 06/17/1999
    Data as of 10/31/2009

  • Tax Analysis

    Potential Capital Gains Exposure 5.11%
    YTD 1 Year 3 Year Avg 5 Year Avg 10 Year Avg Since Inception
    Pretax Return 42.59% 40.04% 3.37% 12.90% 9.62% 9.30%
    On Distribution* 34.39% 31.24% 0.15% 10.50% 8.09% 7.84%
    Rank in Category 98 98 53 74 75 —
    On Distribution & Sales of Shares* 22.36% 20.64% 0.81% 9.67% 7.48% 7.25%
    Rank in Category 98 98 67 87 82 —
    Tax Cost Ratio — — 1.18% 0.96% 0.81% —
    Data as of 10/31/2009
    * After Tax