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CNGAX: NEW ECONOMY FUND CLASS 529-A (MUTUAL FUND)
Basic Info 56.31 0.39(0.69%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (57%) |
Start Date: | 03/15/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.05% |
Expenses | 0.53% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 5.9 | 26.2 | 0.5 | 9.1 | 9.9 | 13.3 | 9.7 | 9.1 | 29.1 | -29.7 | 12.0 | 33.4 | 26.4 | -4.4 | 34.3 | 2.1 | 3.7 | 4.5 | 43.3 | 23.9 | -5.7 | 13.3 | 45.1 | -41.9 | 11.3 | 14.7 | 12.1 | 12.4 | 38.8 | -25.9 |
Sharpe Ratio | NA | 0.71 | 1.32 | -0.11 | 0.34 | 0.48 | NA | NA | 0.42 | 1.84 | -1.17 | 0.74 | 1.05 | 1.87 | -0.32 | 4.0 | 0.13 | 0.25 | 0.37 | 3.97 | 1.88 | -0.26 | 0.74 | 1.73 | -1.18 | 0.55 | 1.04 | 1.02 | 0.98 | 2.12 | -1.19 |
Draw Down(%) | NA | 6.7 | 10.0 | 37.1 | 37.1 | 37.1 | NA | NA | 55.4 | 10.0 | 34.0 | 9.5 | 30.5 | 8.2 | 19.8 | 3.7 | 14.9 | 14.6 | 9.1 | 6.9 | 10.1 | 21.4 | 15.1 | 21.1 | 51.6 | 9.8 | 12.1 | 8.1 | 12.2 | 17.7 | 38.1 |
Standard Deviation(%) | NA | 14.4 | 13.3 | 19.2 | 21.6 | 18.2 | NA | NA | 19.0 | 13.6 | 26.7 | 16.3 | 31.3 | 13.3 | 17.7 | 8.5 | 15.3 | 14.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 26.0 | 36.0 | 15.2 | 11.0 | 9.7 | 11.7 | 18.0 | 27.3 |
Treynor Ratio | NA | 0.14 | 0.25 | -0.03 | 0.1 | 0.11 | NA | NA | 0.1 | 0.36 | -0.44 | 0.17 | 0.39 | 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 | 0.44 | -0.43 |
Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.01 | -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 |
Beta | NA | 0.74 | 0.71 | 0.71 | 0.76 | 0.77 | NA | NA | 0.82 | 0.69 | 0.71 | 0.72 | 0.85 | 0.61 | 0.81 | 0.87 | 0.96 | 0.86 | 0.87 | 0.84 | 0.82 | 0.82 | 0.91 | 1.03 | 0.94 | 0.87 | 0.78 | 0.75 | 0.72 | 0.86 | 0.75 |
RSquared | NA | 0.91 | 0.9 | 0.95 | 0.93 | 0.9 | NA | NA | 0.9 | 0.91 | 0.97 | 0.9 | 0.94 | 0.7 | 0.92 | 0.77 | 0.87 | 0.9 | 0.92 | 0.85 | 0.87 | 0.95 | 0.95 | 0.95 | 0.95 | 0.89 | 0.84 | 0.83 | 0.8 | 0.84 | 0.86 |
Yield(%) | N/A | 0.0 | 4.6 | 3.6 | 5.1 | 6.7 | 11.8 | 8.3 | N/A | 5.0 | 0.0 | 8.1 | 3.2 | 8.7 | 8.6 | 10.3 | 2.2 | 6.0 | 8.5 | 8.7 | 4.3 | 0.5 | 0.8 | 0.7 | 0.9 | 9.6 | 0.8 | 0.7 | 0.4 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -21.7 | -15.5 | 250.7 | N/A | N/A | N/A | N/A | -100.0 | 217.7 | -56.0 | -13.5 | 4.6 | 373.1 | -64.4 | -31.6 | 27.5 | 141.3 | 766.7 | -33.3 | 50.0 | -50.0 | -90.7 | 1190.0 | 33.3 | 87.5 | 166.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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