Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) | 7.04% | 2.46% | 0.93% | 10.02% | 5.58% | 6.83% | 9.86% | 8.33% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFCX (NEW ECONOMY FUND CLASS C) | 04/06/2001 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 04/06/2001.
AR inception is since 04/06/2001.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.33 | 0.93 | 10.02 | 5.58 | 6.83 | 9.86 | 8.33 | 7.04 | 2.46 | 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 | -0.22 | 0.27 | 0.16 | 0.26 | NA | NA | 0.29 | 0.13 | 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 | 24.78 | 20.47 | 20.61 | 19.65 | NA | NA | 19.55 | 29.12 | 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 | 28.08 | 28.08 | 42.75 | 42.75 | NA | NA | 55.81 | 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 | 0.00 | 0.00 | 0.00 | 3.57 | 6.21 | 5.79 | 4.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 |
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) |
24.82%
Feb 2009 - Feb 2012 |
25.60%
Feb 2009 - Feb 2014 |
16.52%
Feb 2009 - Feb 2019 |
12.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart