New World Selected Fundamentals

RNEBX -- USA Fund  

USD 68.60  0.41  0.59%

New World fundamental analysis lookup allows you to check this and other indicators for New World Fund Inc Class R2 or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also Equity Screeners to view more equity screening tools

New World Ten Year Return Analysis

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis
New World Ten Year Return  =
8.30 
New World ValuationFundamentalsBuy or Sell

About Ten Year Return

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.
Compare to competition
Based on latest financial disclosure New World Fund Inc Class R2 has Ten Year Return of 8.3%. This is 690.48% higher than that of the American Funds family, and significantly higher than that of Family category, The Ten Year Return for all funds is 363.69% lower than the firm.

New World Fund Fundamental Drivers Relationships

New World Fund Inc Class R2 is rated fourth largest fund in one year return among similar funds. It is rated fourth largest fund in five year return among similar funds .

New World Minimum Initial Investment Peer Comparison

  Minimum Initial Investment 
      New World Comparables 
New World is currently under evaluation in minimum initial investment among similar funds.

Fund Instrument Allocation for New World

The fund consists of 88.16% investments in stocks, with the rest of investments allocated between bonds, cash.
 Value 
      Instrument Type 

New World current financial ratios



 
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