American Funds New World Fund 4 (LP40202192)

32.97 +0.22 (+0.67%) USD  |  Jan 09 2026
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LP40202192 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Historical Sortino (Since Inception) Benchmarks

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American Funds New World Fund R4 Upgrade
Touchstone Sands Capital Emerging Mkts Gro Fd Inst Upgrade
Causeway Emerging Markets Fund Investor Upgrade
American Century Emerging Markets Fund I Upgrade
William Blair Emerging Markets Growth Fund R6 Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade