Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) | 15.95% | 45.05% | 28.61% | 13.10% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) | 11/02/2020 | 06/05/2026 |
| 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 (%) | -5.09 | 45.05 | 28.61 | 13.10 | NA | NA | NA | … | … | 15.95 | 31.36 | 23.93 | 29.52 | -29.47 | 12.35 | 16.70 |
| Sharpe Ratio | NA | 3.10 | 1.57 | 0.60 | NA | NA | NA | … | … | 2.97 | 1.35 | 1.29 | 1.91 | -1.16 | 0.76 | 11.84 |
| Standard Deviation(%) | NA | 17.23 | 17.90 | 19.46 | NA | NA | NA | … | … | 20.48 | 21.20 | 15.76 | 13.65 | 26.71 | 16.29 | 13.37 |
| Draw Down(%) | NA | 13.31 | 20.77 | 36.91 | NA | NA | NA | … | … | 13.31 | 20.77 | 10.27 | 9.91 | 33.86 | 9.47 | 1.95 |
| Yield(%) | 0.00 | 11.21 | 10.27 | 6.50 | 4.18 | 2.78 | 2.09 | … | … | 0.00 | 11.73 | 11.09 | 5.26 | 0.18 | 7.98 | 3.15 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) |
0.87%
Dec 2020 – Dec 2023 |
9.41%
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 |
|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) |
31.72%
May 2023 – May 2026 |
14.22%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart