Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) | 11.73% | 7.40% | 7.57% | 5.34% | 5.90% | 6.28% | 7.14% | 8.21% |
Data as of 06/06/2025, AR inception is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) | 03/15/2002 | 06/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 7.40 | 7.57 | 5.34 | 5.90 | 6.28 | 7.14 | 8.21 | 11.73 | 3.51 | 14.29 | -22.11 | -1.85 | 24.75 | 27.45 | -12.37 | 32.48 | 3.80 | -6.05 | -3.72 | 9.95 | 19.64 | -14.16 | 17.28 | 52.21 | -46.34 | 32.91 | 33.36 | 22.14 | 20.74 | 43.40 | -13.58 |
| Sharpe Ratio | NA | 0.24 | 0.26 | 0.27 | 0.25 | NA | NA | 0.41 | 1.16 | -0.26 | 0.88 | -1.09 | -0.11 | 0.85 | 2.26 | -0.94 | 4.59 | 0.27 | -0.47 | -0.39 | 0.97 | 1.56 | -0.66 | 1.04 | 2.36 | -1.33 | 1.73 | 2.32 | 2.29 | 1.47 | 4.12 | -1.47 |
| Standard Deviation(%) | NA | 15.55 | 14.69 | 16.25 | 16.39 | NA | NA | 16.79 | 18.84 | 11.81 | 11.49 | 21.56 | 16.42 | 28.80 | 11.53 | 14.62 | 6.97 | 13.51 | 12.81 | 9.66 | 10.27 | 12.67 | 21.61 | 16.60 | 22.13 | 35.31 | 17.34 | 13.01 | 8.72 | 13.48 | 10.37 | 12.10 |
| Draw Down(%) | NA | 17.52 | 17.52 | 37.84 | 37.84 | NA | NA | 56.73 | 13.30 | 9.74 | 11.70 | 29.73 | 15.62 | 32.14 | 7.19 | 21.35 | 2.96 | 11.73 | 17.36 | 12.36 | 11.33 | 12.53 | 24.27 | 13.72 | 18.16 | 56.10 | 14.44 | 18.01 | 7.97 | 14.88 | 9.73 | 23.16 |
| Yield(%) | 0.00 | 0.79 | 1.00 | 0.75 | 1.53 | 2.26 | 3.72 | 5.03 | 0.00 | 0.86 | 1.39 | 0.67 | 0.41 | 0.11 | 4.48 | 1.87 | 2.44 | 0.93 | 0.50 | 5.34 | 2.09 | 1.49 | 1.38 | 1.61 | 1.79 | 0.88 | 10.20 | 7.97 | 2.27 | 2.00 | 3.09 | 0.00 |
Data as of 06/06/2025, AR inception is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) |
-8.16%
Feb 2006 - Feb 2009 |
-1.80%
Oct 2007 - Oct 2012 |
2.48%
Oct 2007 - Oct 2017 |
1.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) |
34.83%
Mar 2003 - Mar 2006 |
31.47%
Oct 2002 - Oct 2007 |
14.52%
Mar 2003 - Mar 2013 |
11.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart