Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNEFX (NEW ECONOMY FUND CLASS F-3) | 21.56% | 52.28% | 30.72% | 14.22% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNEFX (NEW ECONOMY FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 52.28 | 30.72 | 14.22 | NA | NA | NA | … | … | 21.56 | 19.87 | 23.99 | 29.61 | -29.43 | 12.43 | 33.91 | 26.89 | -4.07 | 28.60 |
| Sharpe Ratio | NA | 3.11 | 1.57 | 0.60 | NA | NA | NA | … | … | 2.97 | 0.73 | 1.29 | 1.92 | -1.16 | 0.76 | 1.07 | 1.91 | -0.31 | 3.62 |
| Standard Deviation(%) | NA | 17.20 | 17.88 | 19.45 | NA | NA | NA | … | … | 20.50 | 23.65 | 15.76 | 13.65 | 26.69 | 16.28 | 31.30 | 13.34 | 17.75 | 8.49 |
| Draw Down(%) | NA | 13.31 | 20.76 | 36.88 | NA | NA | NA | … | … | 13.31 | 20.76 | 10.27 | 9.90 | 33.83 | 9.47 | 30.48 | 8.17 | 19.63 | 3.69 |
| Yield(%) | 0.00 | 11.16 | 10.27 | 6.50 | 8.84 | 5.89 | 4.42 | … | … | 0.00 | 11.68 | 11.10 | 5.32 | 0.22 | 7.95 | 3.54 | 9.04 | 8.88 | 10.17 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEFX (NEW ECONOMY FUND CLASS F-3) |
0.94%
Dec 2020 – Dec 2023 |
5.19%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNEFX (NEW ECONOMY FUND CLASS F-3) |
31.80%
May 2023 – May 2026 |
14.33%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart