See what your fund actually adds
American Funds New World Fund® Class A NEWFX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | NEWFX | Replication |
|---|---|---|
| Annualized growth | 6.7% | 8.1% |
| Annualized volatility | 15.8% | 15.3% |
| Sharpe ratio | 0.49 | 0.58 |
| Maximum drawdown | 32.3% | 29.6% |
| Replication fit (R²) | 0.95 · Tracking error 3.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model NEWFX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VWO | Emerging Markets | 48.3% |
| VEA | Intl · Developed | 21.6% |
| EFG | Intl · Growth | 17.1% |
| MTUM | Factor · Momentum | 7.3% |
| XLK | Sector · Technology | 5.7% |