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NEFFX: NEW ECONOMY FUND CLASS F-2 (MUTUAL FUND)
Basic Info 67.97 0.09(0.13%) July 08
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.04% |
| Expenses | 0.59% |
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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 | Since 08/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 10.8 | 5.9 | 16.7 | 7.3 | 9.2 | 12.1 | 10.4 | 13.6 | 24.7 | -29.5 | 4.2 | 30.5 | 26.8 | -4.2 | 34.7 | 2.4 | 4.0 | 4.8 | 43.7 | 24.4 | -5.4 | 13.9 | 45.6 | -31.3 |
| Sharpe Ratio | NA | 0.82 | 0.17 | 0.7 | 0.26 | 0.4 | NA | 0.47 | 0.38 | 1.5 | -1.16 | 0.24 | 0.96 | 1.91 | -0.31 | 4.06 | 0.15 | 0.27 | 0.39 | 4.01 | 1.92 | -0.24 | 0.77 | 1.75 | -1.21 |
| Draw Down(%) | NA | 20.8 | 26.4 | 26.4 | 41.5 | 41.5 | NA | 43.4 | 12.9 | 9.9 | 33.9 | 15.5 | 30.5 | 8.2 | 19.7 | 3.7 | 14.9 | 14.6 | 9.0 | 6.8 | 10.1 | 21.3 | 14.9 | 21.1 | 43.0 |
| Standard Deviation(%) | NA | 25.9 | 24.1 | 19.3 | 20.1 | 19.5 | NA | 20.2 | 18.4 | 13.8 | 26.7 | 17.3 | 31.4 | 13.2 | 17.8 | 8.4 | 15.3 | 14.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 26.0 | 52.4 |
| Treynor Ratio | NA | 0.27 | 0.05 | 0.18 | 0.07 | 0.1 | NA | 0.12 | 0.1 | 0.31 | -0.44 | 0.06 | 0.36 | 0.42 | -0.07 | 0.4 | 0.02 | 0.05 | 0.06 | 0.52 | 0.3 | -0.07 | 0.15 | 0.44 | -0.66 |
| Alpha | NA | 0.03 | -0.03 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.02 | -0.02 | 0.0 | 0.02 | -0.04 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | -0.02 | 0.04 | 0.03 | -0.02 | 0.01 | 0.03 | -0.01 |
| Beta | NA | 0.8 | 0.81 | 0.75 | 0.72 | 0.77 | NA | 0.82 | 0.73 | 0.68 | 0.71 | 0.7 | 0.85 | 0.61 | 0.82 | 0.86 | 0.96 | 0.86 | 0.87 | 0.84 | 0.82 | 0.82 | 0.91 | 1.03 | 0.95 |
| RSquared | NA | 0.96 | 0.82 | 0.86 | 0.86 | 0.87 | NA | 0.89 | 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 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 0.2 | 3.8 | 7.0 | N/A | 0.1 | 0.6 | 0.1 | 0.0 | 0.3 | 8.9 | 8.8 | 10.5 | 2.6 | 6.3 | 8.8 | 9.0 | 4.7 | 0.7 | 1.2 | 1.2 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -89.1 | -89.7 | -96.5 | N/A | N/A | N/A | -89.1 | 207.1 | N/A | -100.0 | -96.1 | -13.5 | 5.4 | 319.8 | -60.8 | -30.7 | 27.0 | 128.8 | 502.1 | -33.6 | 52.9 | -27.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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