Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNWBX (NEW WORLD FUND INC CLASS 529-B) | NA | -11.55% | -7.75% | -1.39% | 0.00% | 6.14% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWBX (NEW WORLD FUND INC CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -22.68 | -11.55 | -7.75 | -1.39 | 0.00 | 6.14 | NA | … | … | -14.43 | 2.97 | -6.82 | -4.48 | 9.06 | 18.66 | -14.87 | 16.33 | 50.92 | -46.77 | 31.68 | 32.21 | 21.06 | 19.68 | 42.02 | -13.90 |
| Sharpe Ratio | NA | -0.31 | -0.28 | -0.05 | -0.01 | NA | NA | … | … | -0.88 | 0.20 | -0.53 | -0.47 | 0.88 | 1.48 | -0.69 | 0.98 | 2.30 | -1.35 | 1.66 | 2.23 | 2.17 | 1.39 | 4.00 | -1.51 |
| Standard Deviation(%) | NA | 36.83 | 27.71 | 27.99 | 32.55 | NA | NA | … | … | 50.10 | 13.53 | 12.81 | 9.65 | 10.28 | 12.69 | 21.63 | 16.59 | 22.11 | 35.32 | 17.34 | 13.03 | 8.71 | 13.44 | 10.33 | 12.07 |
| Draw Down(%) | NA | 22.80 | 26.22 | 26.22 | 57.14 | NA | NA | … | … | 22.80 | 11.82 | 17.63 | 12.68 | 11.41 | 12.68 | 24.54 | 13.79 | 18.27 | 56.28 | 14.48 | 18.07 | 8.06 | 14.93 | 9.86 | 23.43 |
| Yield(%) | 0.00 | 0.00 | 1.52 | 1.39 | 1.77 | 3.81 | 2.91 | … | … | 0.00 | 0.00 | 0.00 | 4.60 | 1.13 | 0.39 | 0.48 | 0.70 | 0.81 | 0.24 | 9.50 | 7.19 | 1.51 | 1.24 | 2.28 | 0.00 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| CNWBX (NEW WORLD FUND INC CLASS 529-B) |
-8.96%
Feb 2006 – Feb 2009 |
-2.62%
Oct 2007 – Oct 2012 |
2.19%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWBX (NEW WORLD FUND INC CLASS 529-B) |
33.67%
Oct 2004 – Oct 2007 |
30.39%
Oct 2002 – Oct 2007 |
13.54%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart