Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGEX (NEW ECONOMY FUND CLASS 529-E) | 21.26% | 51.37% | 29.93% | 13.52% | 15.84% | 14.30% | 11.79% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGEX (NEW ECONOMY FUND CLASS 529-E) | 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 | 51.37 | 29.93 | 13.52 | 15.84 | 14.30 | 11.79 | … | … | 21.26 | 30.65 | 23.25 | 28.81 | -29.86 | 11.75 | 33.10 | 26.07 | -4.64 | 33.98 | 1.91 | 3.43 | 4.23 | 42.90 | 23.62 | -5.99 | 13.07 | 44.70 | -42.05 | 10.98 | 14.29 | 11.73 | 12.02 | 38.19 | -26.01 |
| Sharpe Ratio | NA | 3.06 | 1.53 | 0.57 | 0.75 | NA | NA | … | … | 2.92 | 1.32 | 1.24 | 1.86 | -1.18 | 0.72 | 1.04 | 1.85 | -0.34 | 3.97 | 0.11 | 0.23 | 0.34 | 3.93 | 1.86 | -0.27 | 0.72 | 1.72 | -1.19 | 0.52 | 0.99 | 0.97 | 0.95 | 2.09 | -1.20 |
| Standard Deviation(%) | NA | 17.22 | 17.90 | 19.46 | 19.21 | NA | NA | … | … | 20.48 | 21.18 | 15.77 | 13.65 | 26.70 | 16.30 | 31.33 | 13.33 | 17.76 | 8.43 | 15.27 | 14.61 | 12.32 | 10.90 | 12.81 | 22.40 | 17.91 | 25.97 | 35.99 | 15.17 | 11.03 | 9.78 | 11.68 | 17.91 | 27.26 |
| Draw Down(%) | NA | 13.39 | 20.86 | 37.23 | 37.23 | NA | NA | … | … | 13.39 | 20.86 | 10.30 | 10.03 | 34.14 | 9.52 | 30.52 | 8.22 | 19.90 | 3.72 | 14.93 | 14.67 | 9.15 | 6.86 | 10.20 | 21.42 | 15.08 | 21.14 | 51.75 | 9.80 | 12.12 | 8.19 | 12.35 | 17.70 | 38.19 |
| Yield(%) | 0.00 | 11.85 | 10.50 | 6.56 | 9.33 | 10.58 | 9.51 | … | … | 0.00 | 12.36 | 11.46 | 4.83 | 0.00 | 8.22 | 3.25 | 8.60 | 8.45 | 10.21 | 2.05 | 5.80 | 8.33 | 8.51 | 4.06 | 0.17 | 0.59 | 0.40 | 0.64 | 9.41 | 0.52 | 0.44 | 0.12 | 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 |
|---|---|---|---|---|
| CNGEX (NEW ECONOMY FUND CLASS 529-E) |
-14.09%
Feb 2006 – Feb 2009 |
-4.76%
Feb 2004 – Feb 2009 |
5.34%
May 2002 – May 2012 |
6.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGEX (NEW ECONOMY FUND CLASS 529-E) |
31.01%
May 2023 – May 2026 |
26.18%
Feb 2009 – Feb 2014 |
17.08%
Feb 2009 – Feb 2019 |
14.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart