Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNFWX (American Funds New World Fund Class 529-F-2) | 16.57% | 34.50% | 19.62% | 6.90% | 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 |
|---|---|---|
| FNFWX (American Funds New World 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 (%) | 0.62 | 34.50 | 19.62 | 6.90 | NA | NA | NA | … | … | 16.57 | 28.51 | 6.76 | 16.13 | -21.87 | 4.92 | 18.45 |
| Sharpe Ratio | NA | 2.24 | 1.19 | 0.29 | NA | NA | NA | … | … | 2.19 | 1.77 | 0.27 | 1.09 | -1.08 | 0.33 | 13.71 |
| Standard Deviation(%) | NA | 14.73 | 13.74 | 15.44 | NA | NA | NA | … | … | 19.27 | 14.52 | 11.43 | 11.54 | 21.55 | 14.91 | 13.35 |
| Draw Down(%) | NA | 13.01 | 15.06 | 33.49 | NA | NA | NA | … | … | 13.01 | 13.26 | 8.30 | 11.63 | 29.56 | 10.37 | 1.16 |
| Yield(%) | 0.00 | 6.50 | 4.96 | 3.69 | 2.41 | 1.61 | 1.20 | … | … | 0.00 | 7.23 | 4.14 | 3.14 | 0.93 | 7.02 | 0.33 |
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 |
|---|---|---|---|---|
| FNFWX (American Funds New World Fund Class 529-F-2) |
-2.59%
Jun 2021 – Jun 2024 |
5.01%
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 |
|---|---|---|---|---|
| FNFWX (American Funds New World Fund Class 529-F-2) |
20.43%
May 2023 – May 2026 |
7.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart