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ANFCX: NEW ECONOMY FUND CLASS C (MUTUAL FUND)
Basic Info 50.74 0.2(0.39%) May 20
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 12/18/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.53% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 2.4 | 1.0 | 10.0 | 6.0 | 6.9 | 10.3 | 8.2 | 7.0 | 10.3 | 22.5 | -30.2 | 1.9 | 28.7 | 25.5 | -5.1 | 33.3 | 1.4 | 3.0 | 3.7 | 42.3 | 23.0 | -6.4 | 12.5 | 44.1 | -42.3 | 10.5 | 13.8 | 11.4 | 11.5 | 37.7 | -26.6 | -2.8 |
| Sharpe Ratio | NA | 0.13 | -0.22 | 0.27 | 0.16 | 0.26 | NA | NA | 0.29 | 0.19 | 1.33 | -1.19 | 0.1 | 0.9 | 1.8 | -0.36 | 3.9 | 0.08 | 0.2 | 0.3 | 3.87 | 1.81 | -0.29 | 0.7 | 1.7 | -1.2 | 0.5 | 0.96 | 0.95 | 0.91 | 2.07 | -1.07 | -0.23 |
| Draw Down(%) | NA | 20.9 | 28.1 | 28.1 | 42.7 | 42.7 | NA | NA | 55.8 | 14.7 | 10.1 | 34.4 | 16.7 | 30.5 | 8.3 | 20.1 | 3.7 | 15.0 | 14.7 | 9.3 | 6.9 | 10.2 | 21.5 | 15.2 | 21.2 | 51.9 | 9.8 | 12.2 | 8.2 | 12.5 | 17.8 | 39.6 | 34.8 |
| Standard Deviation(%) | NA | 29.1 | 24.8 | 20.5 | 20.6 | 19.7 | NA | NA | 19.5 | 19.5 | 13.9 | 26.7 | 17.8 | 31.4 | 13.3 | 17.7 | 8.4 | 15.3 | 14.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 25.9 | 36.0 | 15.2 | 11.0 | 9.7 | 11.7 | 17.9 | 25.9 | 25.8 |
| Treynor Ratio | NA | 0.05 | -0.07 | 0.08 | 0.05 | 0.07 | NA | NA | 0.07 | 0.05 | 0.27 | -0.45 | 0.03 | 0.34 | 0.39 | -0.08 | 0.38 | 0.01 | 0.03 | 0.04 | 0.5 | 0.28 | -0.08 | 0.14 | 0.43 | -0.46 | 0.09 | 0.14 | 0.12 | 0.15 | 0.43 | -0.37 | -0.07 |
| Alpha | NA | 0.01 | -0.04 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.03 | -0.01 | 0.01 | -0.04 | 0.0 | -0.02 | 0.02 | 0.01 | -0.02 | -0.03 | 0.04 | 0.03 | -0.03 | 0.01 | 0.02 | -0.04 | 0.0 | 0.04 | 0.01 | 0.02 | 0.05 | 0.01 | -0.03 |
| Beta | NA | 0.8 | 0.77 | 0.73 | 0.72 | 0.77 | NA | NA | 0.82 | 0.73 | 0.67 | 0.71 | 0.72 | 0.85 | 0.61 | 0.81 | 0.86 | 0.96 | 0.86 | 0.87 | 0.84 | 0.82 | 0.82 | 0.91 | 1.02 | 0.94 | 0.87 | 0.78 | 0.75 | 0.72 | 0.85 | 0.76 | 0.83 |
| RSquared | NA | 0.97 | 0.76 | 0.84 | 0.88 | 0.88 | NA | NA | 0.89 | 0.62 | 0.83 | 0.97 | 0.92 | 0.95 | 0.7 | 0.92 | 0.78 | 0.87 | 0.9 | 0.92 | 0.85 | 0.87 | 0.94 | 0.94 | 0.95 | 0.95 | 0.89 | 0.83 | 0.83 | 0.8 | 0.84 | 0.86 | 0.87 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.6 | 6.6 | 5.7 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.3 | 8.9 | 10.9 | 2.2 | 6.0 | 8.5 | 8.7 | 3.8 | 0.0 | 0.0 | 0.0 | 0.2 | 9.4 | 0.1 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 50.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -12.1 | 0.8 | 410.2 | -65.6 | -31.9 | 26.6 | 173.1 | N/A | -100.0 | -42.9 | -88.7 | -97.4 | 7973.3 | -23.1 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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See LARGE GROWTH Asset Class Trend Rankings |
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