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ANEFX: NEW ECONOMY FUND CLASS A (MUTUAL FUND)
Basic Info 68.32 0.08(0.12%) July 10
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 12/03/1986 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 9.22% |
| Expenses | 0.53% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 11.8 | 16.6 | 19.6 | 8.7 | 10.0 | 12.5 | 10.0 | 8.8 | 13.3 | 24.4 | -29.7 | 3.9 | 30.2 | 26.5 | -4.4 | 34.4 | 2.2 | 3.8 | 4.6 | 43.4 | 24.0 | -5.7 | 13.4 | 45.2 | -41.9 | 11.4 | 14.7 | 12.2 | 12.5 | 38.7 | -26.0 | -17.3 | -16.4 | 45.7 | 28.8 | 28.9 | 12.9 | 19.2 | -12.5 | 21.0 | 12.5 | 26.9 | -17.8 | 20.4 | 9.1 | -1.0 | -8.1 |
| Sharpe Ratio | NA | 0.81 | 0.61 | 0.9 | 0.35 | 0.44 | NA | NA | 0.37 | 0.36 | 1.47 | -1.17 | 0.23 | 0.95 | 1.88 | -0.32 | 4.02 | 0.13 | 0.26 | 0.38 | 3.97 | 1.89 | -0.25 | 0.75 | 1.73 | -1.18 | 0.56 | 1.05 | 1.03 | 0.99 | 2.13 | -1.04 | -0.75 | -0.94 | 2.92 | 1.45 | 1.94 | 0.92 | 1.65 | -1.54 | 1.43 | 0.97 | 1.62 | -1.17 | 0.93 | 0.33 | -0.21 | -3.31 |
| Draw Down(%) | NA | 20.8 | 20.8 | 20.8 | 41.6 | 41.6 | NA | NA | 61.3 | 12.9 | 10.0 | 34.0 | 15.6 | 30.5 | 8.2 | 19.8 | 3.7 | 14.9 | 14.6 | 9.1 | 6.8 | 10.1 | 21.4 | 15.1 | 21.1 | 51.6 | 9.8 | 12.1 | 8.0 | 12.2 | 17.7 | 39.3 | 39.1 | 28.6 | 9.3 | 24.0 | 8.1 | 10.6 | 7.0 | 14.0 | 9.8 | 6.1 | 9.3 | 25.7 | 16.7 | 8.9 | 32.3 | 8.3 |
| Standard Deviation(%) | NA | 25.9 | 22.2 | 18.6 | 19.7 | 19.3 | NA | NA | 18.1 | 18.4 | 13.8 | 26.7 | 17.3 | 31.4 | 13.3 | 17.7 | 8.4 | 15.3 | 14.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 26.0 | 36.0 | 15.1 | 11.0 | 9.7 | 11.7 | 17.9 | 26.0 | 26.5 | 21.8 | 14.5 | 17.6 | 13.0 | 10.1 | 9.3 | 10.0 | 13.2 | 10.3 | 14.2 | 19.6 | 15.8 | 13.4 | 24.1 | 21.6 |
| Treynor Ratio | NA | 0.26 | 0.17 | 0.22 | 0.1 | 0.11 | NA | NA | 0.09 | 0.09 | 0.3 | -0.44 | 0.06 | 0.35 | 0.41 | -0.07 | 0.39 | 0.02 | 0.04 | 0.05 | 0.52 | 0.29 | -0.07 | 0.15 | 0.44 | -0.45 | 0.1 | 0.15 | 0.13 | 0.16 | 0.45 | -0.36 | -0.29 | -0.41 | 0.74 | 0.41 | 0.45 | 0.18 | 0.31 | -0.25 | 0.26 | 0.16 | 0.29 | -0.31 | 0.21 | 0.06 | -0.32 | -1.4 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | -0.02 | -0.02 | 0.0 | 0.02 | -0.04 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | -0.03 | 0.04 | 0.03 | -0.02 | 0.01 | 0.03 | -0.04 | 0.01 | 0.05 | 0.01 | 0.03 | 0.05 | 0.01 | 0.02 | -0.04 | 0.11 | 0.03 | 0.05 | 0.01 | 0.01 | -0.06 | 0.08 | 0.04 | -0.03 | -0.09 | -0.02 | 0.01 | 0.01 | -0.35 |
| Beta | NA | 0.8 | 0.8 | 0.75 | 0.72 | 0.77 | NA | NA | 0.71 | 0.73 | 0.68 | 0.71 | 0.7 | 0.84 | 0.61 | 0.81 | 0.86 | 0.96 | 0.86 | 0.87 | 0.84 | 0.82 | 0.82 | 0.91 | 1.03 | 0.94 | 0.87 | 0.77 | 0.76 | 0.72 | 0.85 | 0.76 | 0.69 | 0.5 | 0.57 | 0.62 | 0.56 | 0.51 | 0.49 | 0.61 | 0.74 | 0.63 | 0.8 | 0.73 | 0.7 | 0.69 | 0.16 | 0.51 |
| RSquared | NA | 0.96 | 0.95 | 0.93 | 0.9 | 0.89 | NA | NA | 0.73 | 0.68 | 0.86 | 0.97 | 0.91 | 0.95 | 0.7 | 0.92 | 0.78 | 0.87 | 0.9 | 0.92 | 0.85 | 0.87 | 0.95 | 0.94 | 0.95 | 0.95 | 0.89 | 0.83 | 0.83 | 0.8 | 0.84 | 0.86 | 0.84 | 0.62 | 0.69 | 0.7 | 0.75 | 0.52 | 0.3 | 0.43 | 0.32 | 0.47 | 0.78 | 0.5 | 0.36 | 0.66 | 0.06 | 0.04 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.0 | 0.3 | 0.0 | 0.0 | 0.0 | 8.7 | 8.6 | 10.2 | 2.3 | 6.0 | 8.5 | 8.7 | 4.3 | 0.5 | 0.8 | 0.7 | 0.9 | 9.6 | 0.8 | 0.7 | 0.4 | 0.1 | 0.0 | 0.0 | 9.9 | 14.6 | 13.4 | 11.0 | 7.8 | 1.4 | 1.1 | 0.8 | 0.7 | 1.5 | 2.2 | 2.9 | 2.4 | 1.9 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4444.2 | N/A | N/A | -100.0 | -99.7 | -13.6 | 5.0 | 359.8 | -63.7 | -31.3 | 27.7 | 140.6 | 797.4 | -32.4 | 54.5 | -51.5 | -91.0 | 1236.8 | 29.5 | 98.7 | 581.8 | N/A | N/A | -100.0 | -12.9 | 25.4 | 44.9 | 45.7 | 568.4 | 11.8 | 54.5 | 37.5 | -44.8 | -44.2 | -10.3 | 23.4 | 23.7 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1984
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See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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