Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANEFX (NEW ECONOMY FUND CLASS A) | 5.56% | 11.83% | 18.32% | 7.94% | 9.09% | 11.96% | 9.75% | 8.81% |
Data as of 06/20/2025, AR inception is 12/03/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANEFX (NEW ECONOMY FUND CLASS A) | 12/03/1986 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.20 | 11.83 | 18.32 | 7.94 | 9.09 | 11.96 | 9.75 | 8.81 | 5.56 | 13.27 | 24.36 | -29.67 | 3.93 | 30.18 | 26.46 | -4.36 | 34.37 | 2.20 | 3.83 | 4.63 | 43.39 | 24.01 | -5.65 | 13.40 | 45.16 | -41.86 | 11.42 | 14.73 | 12.17 | 12.46 | 38.71 | -26.01 | -17.34 | -16.36 | 45.68 | 28.84 | 28.85 | 12.89 | 19.21 | -12.47 | 20.99 | 12.46 | 26.93 | -17.77 | 20.43 | 9.13 | -1.00 | -8.12 |
| Sharpe Ratio | NA | 0.39 | 0.85 | 0.31 | 0.41 | NA | NA | 0.36 | 0.38 | 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 |
| Standard Deviation(%) | NA | 22.01 | 18.66 | 19.70 | 19.28 | NA | NA | 18.12 | 26.70 | 18.40 | 13.77 | 26.72 | 17.30 | 31.38 | 13.33 | 17.74 | 8.43 | 15.28 | 14.59 | 12.29 | 10.91 | 12.80 | 22.38 | 17.86 | 25.98 | 36.03 | 15.12 | 10.99 | 9.74 | 11.67 | 17.87 | 25.96 | 26.52 | 21.80 | 14.53 | 17.63 | 13.00 | 10.11 | 9.33 | 10.00 | 13.20 | 10.30 | 14.20 | 19.57 | 15.85 | 13.38 | 24.10 | 21.55 |
| Draw Down(%) | NA | 20.82 | 20.82 | 41.64 | 41.64 | NA | NA | 61.28 | 20.82 | 12.95 | 9.97 | 34.00 | 15.56 | 30.50 | 8.21 | 19.75 | 3.72 | 14.93 | 14.61 | 9.08 | 6.84 | 10.13 | 21.35 | 15.08 | 21.09 | 51.64 | 9.77 | 12.12 | 8.04 | 12.23 | 17.72 | 39.26 | 39.11 | 28.57 | 9.31 | 23.96 | 8.12 | 10.59 | 6.95 | 14.00 | 9.79 | 6.13 | 9.31 | 25.75 | 16.72 | 8.86 | 32.33 | 8.31 |
| Yield(%) | 0.00 | 9.31 | 4.69 | 2.49 | 4.86 | 8.24 | 7.22 | 10.83 | 0.00 | 10.99 | 0.30 | 0.00 | 0.00 | 0.02 | 8.67 | 8.55 | 10.22 | 2.27 | 6.02 | 8.50 | 8.69 | 4.34 | 0.46 | 0.75 | 0.70 | 0.86 | 9.61 | 0.81 | 0.71 | 0.40 | 0.08 | 0.00 | 0.00 | 9.86 | 14.63 | 13.39 | 10.98 | 7.79 | 1.39 | 1.08 | 0.83 | 0.68 | 1.54 | 2.18 | 2.90 | 2.44 | 1.94 | 1.76 |
Data as of 06/20/2025, AR inception is 12/03/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANEFX (NEW ECONOMY FUND CLASS A) |
-23.28%
Mar 2000 - Mar 2003 |
-6.79%
Mar 2000 - Mar 2005 |
-1.76%
Feb 1999 - Feb 2009 |
3.73%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANEFX (NEW ECONOMY FUND CLASS A) |
38.53%
Mar 1997 - Mar 2000 |
27.78%
Mar 1995 - Mar 2000 |
17.46%
Feb 2009 - Feb 2019 |
14.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart