Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNEEX (American Funds The New Economy Fund Class 529-F-2) | 21.52% | 52.11% | 30.58% | 14.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNEEX (American Funds The New Economy Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 52.11 | 30.58 | 14.10 | NA | NA | NA | … | … | 21.52 | 31.29 | 23.87 | 29.48 | -29.50 | 12.27 | 16.67 |
| Sharpe Ratio | NA | 3.10 | 1.56 | 0.60 | NA | NA | NA | … | … | 2.96 | 1.35 | 1.28 | 1.91 | -1.16 | 0.75 | 11.82 |
| Standard Deviation(%) | NA | 17.22 | 17.89 | 19.46 | NA | NA | NA | … | … | 20.47 | 21.19 | 15.76 | 13.64 | 26.70 | 16.28 | 13.36 |
| Draw Down(%) | NA | 13.31 | 20.78 | 36.94 | NA | NA | NA | … | … | 13.31 | 20.78 | 10.27 | 9.92 | 33.87 | 9.48 | 1.95 |
| Yield(%) | 0.00 | 11.21 | 10.24 | 6.47 | 4.15 | 2.76 | 2.07 | … | … | 0.00 | 11.73 | 11.01 | 5.23 | 0.14 | 7.97 | 3.00 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEEX (American Funds The New Economy Fund Class 529-F-2) |
0.82%
Dec 2020 – Dec 2023 |
9.36%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEEX (American Funds The New Economy Fund Class 529-F-2) |
31.66%
May 2023 – May 2026 |
14.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart