Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNWEX (NEW WORLD FUND INC CLASS 529-E) | 16.32% | 33.83% | 19.01% | 4.99% | 9.86% | 6.65% | 7.27% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWEX (NEW WORLD FUND INC 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 (%) | 0.62 | 33.83 | 19.01 | 4.99 | 9.86 | 6.65 | 7.27 | … | … | 16.32 | 27.88 | 6.22 | 15.51 | -22.26 | -2.11 | 24.52 | 27.21 | -12.55 | 32.20 | 3.60 | -6.27 | -3.94 | 9.69 | 19.34 | -14.41 | 16.91 | 51.75 | -46.50 | 32.49 | 32.92 | 21.71 | 20.31 | 42.83 | -13.58 |
| Sharpe Ratio | NA | 2.19 | 1.15 | 0.16 | 0.51 | NA | NA | … | … | 2.15 | 1.73 | 0.23 | 1.04 | -1.10 | -0.13 | 0.84 | 2.23 | -0.96 | 4.54 | 0.25 | -0.49 | -0.41 | 0.94 | 1.53 | -0.67 | 1.01 | 2.33 | -1.34 | 1.70 | 2.28 | 2.23 | 1.44 | 4.07 | -1.48 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 15.75 | 16.38 | NA | NA | … | … | 19.26 | 14.51 | 11.43 | 11.52 | 21.55 | 16.45 | 28.81 | 11.53 | 14.63 | 6.98 | 13.53 | 12.81 | 9.64 | 10.28 | 12.70 | 21.63 | 16.61 | 22.16 | 35.32 | 17.36 | 13.00 | 8.72 | 13.42 | 10.35 | 12.10 |
| Draw Down(%) | NA | 13.06 | 15.27 | 38.01 | 38.01 | NA | NA | … | … | 13.06 | 13.32 | 8.32 | 11.72 | 29.83 | 15.72 | 32.17 | 7.20 | 21.50 | 2.96 | 11.75 | 17.43 | 12.44 | 11.36 | 12.59 | 24.37 | 13.75 | 18.22 | 56.17 | 14.47 | 18.05 | 8.00 | 14.88 | 9.78 | 23.24 |
| Yield(%) | 0.00 | 6.07 | 4.44 | 2.12 | 2.96 | 2.48 | 3.53 | … | … | 0.00 | 6.73 | 3.61 | 2.58 | 0.51 | 0.18 | 0.00 | 4.28 | 1.68 | 2.20 | 0.72 | 0.29 | 5.14 | 1.87 | 1.22 | 1.12 | 1.34 | 1.47 | 0.63 | 9.91 | 7.68 | 2.02 | 1.70 | 2.74 | 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 |
|---|---|---|---|---|
| CNWEX (NEW WORLD FUND INC CLASS 529-E) |
-8.46%
Feb 2006 – Feb 2009 |
-2.09%
Oct 2007 – Oct 2012 |
2.22%
Oct 2007 – Oct 2017 |
1.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWEX (NEW WORLD FUND INC CLASS 529-E) |
34.38%
Mar 2003 – Mar 2006 |
31.06%
Oct 2002 – Oct 2007 |
14.17%
Mar 2003 – Mar 2013 |
11.61%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart