Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGCX (NEW ECONOMY FUND CLASS 529-C) | 20.99% | 50.54% | 29.25% | 12.93% | 15.23% | 13.69% | 11.20% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGCX (NEW ECONOMY FUND CLASS 529-C) | 03/15/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 50.54 | 29.25 | 12.93 | 15.23 | 13.69 | 11.20 | … | … | 20.99 | 15.72 | 10.42 | 22.56 | -30.24 | 1.98 | 28.72 | 25.44 | -5.16 | 33.22 | 1.32 | 2.89 | 3.66 | 42.10 | 22.94 | -6.46 | 12.52 | 43.94 | -42.35 | 10.40 | 13.70 | 11.18 | 11.37 | 37.43 | -26.36 |
| Sharpe Ratio | NA | 3.01 | 1.49 | 0.54 | 0.72 | NA | NA | … | … | 2.88 | 0.53 | 0.20 | 1.33 | -1.19 | 0.11 | 0.90 | 1.80 | -0.37 | 3.88 | 0.07 | 0.20 | 0.30 | 3.86 | 1.80 | -0.29 | 0.70 | 1.69 | -1.20 | 0.49 | 0.95 | 0.93 | 0.89 | 2.06 | -1.21 |
| Standard Deviation(%) | NA | 17.19 | 17.89 | 19.46 | 19.21 | NA | NA | … | … | 20.47 | 24.83 | 19.38 | 13.90 | 26.71 | 17.71 | 31.40 | 13.36 | 17.74 | 8.43 | 15.27 | 14.59 | 12.30 | 10.89 | 12.83 | 22.40 | 17.86 | 25.96 | 36.02 | 15.17 | 11.02 | 9.72 | 11.67 | 17.87 | 27.30 |
| Draw Down(%) | NA | 13.46 | 20.94 | 37.51 | 37.51 | NA | NA | … | … | 13.46 | 20.94 | 14.49 | 10.17 | 34.41 | 16.55 | 30.56 | 8.27 | 20.12 | 3.71 | 15.02 | 14.74 | 9.33 | 6.89 | 10.26 | 21.51 | 15.16 | 21.18 | 52.00 | 9.83 | 12.22 | 8.31 | 12.51 | 17.80 | 38.37 |
| Yield(%) | 0.00 | 13.69 | 11.79 | 7.23 | 9.78 | 10.73 | 9.50 | … | … | 0.00 | 14.26 | 12.98 | 5.41 | 0.00 | 9.04 | 3.55 | 9.19 | 8.80 | 10.80 | 2.15 | 5.94 | 8.40 | 8.59 | 3.77 | 0.00 | 0.14 | 0.00 | 0.22 | 9.19 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGCX (NEW ECONOMY FUND CLASS 529-C) |
-14.54%
Feb 2006 – Feb 2009 |
-5.26%
Feb 2004 – Feb 2009 |
4.78%
May 2002 – May 2012 |
6.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGCX (NEW ECONOMY FUND CLASS 529-C) |
30.31%
May 2023 – May 2026 |
25.52%
Feb 2009 – Feb 2014 |
16.45%
Feb 2009 – Feb 2019 |
14.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart