Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) | 15.43% | 43.54% | 27.28% | 11.95% | 14.74% | 13.40% | 11.00% | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) | 04/06/2001 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -5.12 | 43.54 | 27.28 | 11.95 | 14.74 | 13.40 | 11.00 | … | … | 15.43 | 15.53 | 10.25 | 22.54 | -30.19 | 1.88 | 28.72 | 25.47 | -5.10 | 33.30 | 1.37 | 2.96 | 3.73 | 42.25 | 22.98 | -6.39 | 12.53 | 44.10 | -42.30 | 10.49 | 13.77 | 11.43 | 11.51 | 37.68 | -26.64 | -2.76 |
| Sharpe Ratio | NA | 3.02 | 1.49 | 0.54 | 0.72 | NA | NA | … | … | 2.88 | 0.52 | 0.19 | 1.33 | -1.19 | 0.10 | 0.90 | 1.80 | -0.36 | 3.90 | 0.08 | 0.20 | 0.30 | 3.87 | 1.81 | -0.29 | 0.70 | 1.70 | -1.20 | 0.50 | 0.96 | 0.95 | 0.91 | 2.07 | -1.07 | -0.23 |
| Standard Deviation(%) | NA | 17.19 | 17.89 | 19.46 | 19.21 | NA | NA | … | … | 20.48 | 24.93 | 19.48 | 13.92 | 26.71 | 17.77 | 31.42 | 13.34 | 17.74 | 8.41 | 15.26 | 14.60 | 12.32 | 10.91 | 12.81 | 22.36 | 17.89 | 25.89 | 36.02 | 15.17 | 11.00 | 9.71 | 11.66 | 17.87 | 25.92 | 25.80 |
| Draw Down(%) | NA | 13.46 | 20.94 | 37.49 | 37.49 | NA | NA | … | … | 13.46 | 20.94 | 14.65 | 10.15 | 34.38 | 16.65 | 30.54 | 8.27 | 20.11 | 3.72 | 14.98 | 14.73 | 9.31 | 6.92 | 10.25 | 21.50 | 15.21 | 21.18 | 51.93 | 9.81 | 12.20 | 8.25 | 12.51 | 17.78 | 39.64 | 34.81 |
| Yield(%) | 0.00 | 13.92 | 11.98 | 7.35 | 9.91 | 10.88 | 9.64 | … | … | 0.00 | 14.51 | 13.19 | 5.50 | 0.00 | 9.18 | 3.60 | 9.32 | 8.92 | 10.94 | 2.18 | 6.02 | 8.51 | 8.70 | 3.82 | 0.00 | 0.02 | 0.05 | 0.24 | 9.41 | 0.13 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) |
-14.47%
Feb 2006 – Feb 2009 |
-5.15%
Feb 2004 – Feb 2009 |
3.19%
Jun 2001 – Jun 2011 |
5.21%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) |
30.36%
May 2023 – May 2026 |
25.60%
Feb 2009 – Feb 2014 |
16.52%
Feb 2009 – Feb 2019 |
14.17%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart