Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANFFX (NEW ECONOMY FUND CLASS F-1) | 15.78% | 44.57% | 28.20% | 11.06% | 14.42% | 13.48% | 11.28% | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFFX (NEW ECONOMY FUND CLASS F-1) | 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 (%) | -5.11 | 44.57 | 28.20 | 11.06 | 14.42 | 13.48 | 11.28 | … | … | 15.78 | 30.96 | 23.52 | 29.10 | -29.69 | 3.90 | 30.15 | 26.38 | -4.41 | 34.28 | 2.18 | 3.74 | 4.51 | 43.34 | 24.01 | -5.65 | 13.42 | 45.16 | -41.86 | 11.41 | 14.70 | 12.11 | 12.42 | 38.69 | -26.05 | -2.09 |
| Sharpe Ratio | NA | 3.08 | 1.54 | 0.49 | 0.70 | NA | NA | … | … | 2.94 | 1.33 | 1.26 | 1.88 | -1.17 | 0.22 | 0.95 | 1.87 | -0.33 | 4.02 | 0.13 | 0.25 | 0.37 | 3.97 | 1.88 | -0.25 | 0.75 | 1.73 | -1.19 | 0.55 | 1.03 | 1.01 | 0.98 | 2.11 | -1.05 | -0.19 |
| Standard Deviation(%) | NA | 17.21 | 17.89 | 19.63 | 19.30 | NA | NA | … | … | 20.48 | 21.18 | 15.77 | 13.65 | 26.71 | 17.28 | 31.36 | 13.33 | 17.76 | 8.41 | 15.28 | 14.59 | 12.30 | 10.91 | 12.84 | 22.40 | 17.88 | 25.98 | 36.01 | 15.13 | 10.97 | 9.72 | 11.64 | 17.97 | 25.95 | 25.79 |
| Draw Down(%) | NA | 13.36 | 20.81 | 41.64 | 41.64 | NA | NA | … | … | 13.36 | 20.81 | 10.29 | 9.98 | 34.02 | 15.53 | 30.50 | 8.21 | 19.77 | 3.71 | 14.90 | 14.61 | 9.10 | 6.83 | 10.12 | 21.37 | 15.07 | 21.13 | 51.63 | 9.77 | 12.10 | 8.07 | 12.22 | 17.69 | 39.33 | 34.52 |
| Yield(%) | 0.00 | 11.22 | 10.11 | 4.86 | 7.50 | 9.07 | 8.37 | … | … | 0.00 | 11.73 | 10.95 | 4.85 | 0.00 | 0.00 | 0.00 | 8.58 | 8.42 | 10.11 | 2.17 | 5.92 | 8.36 | 8.77 | 4.28 | 0.41 | 0.73 | 0.81 | 0.39 | 9.73 | 0.93 | 0.76 | 0.43 | 0.19 | 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 |
|---|---|---|---|---|
| ANFFX (NEW ECONOMY FUND CLASS F-1) |
-13.80%
Feb 2006 – Feb 2009 |
-4.43%
Feb 2004 – Feb 2009 |
3.98%
Jun 2001 – Jun 2011 |
6.02%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFFX (NEW ECONOMY FUND CLASS F-1) |
31.30%
May 2023 – May 2026 |
26.59%
Feb 2009 – Feb 2014 |
17.42%
Feb 2009 – Feb 2019 |
14.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart