Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWWNX (American Funds New World Fund Class 529-F-3) | 11.05% | 27.86% | 17.70% | 5.89% | 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 |
|---|---|---|
| FWWNX (American Funds New World 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 (%) | -4.52 | 27.86 | 17.70 | 5.89 | NA | NA | NA | … | … | 11.05 | 28.54 | 6.76 | 16.12 | -21.82 | 5.01 | 18.46 |
| Sharpe Ratio | NA | 2.24 | 1.20 | 0.29 | NA | NA | NA | … | … | 2.19 | 1.77 | 0.27 | 1.09 | -1.08 | 0.33 | 13.75 |
| Standard Deviation(%) | NA | 14.73 | 13.74 | 15.44 | NA | NA | NA | … | … | 19.26 | 14.53 | 11.43 | 11.53 | 21.55 | 14.90 | 13.33 |
| Draw Down(%) | NA | 13.01 | 15.05 | 33.44 | NA | NA | NA | … | … | 13.01 | 13.26 | 8.29 | 11.63 | 29.52 | 10.36 | 1.15 |
| Yield(%) | 0.00 | 6.58 | 5.03 | 3.75 | 2.46 | 1.64 | 1.23 | … | … | 0.00 | 7.33 | 4.22 | 3.19 | 0.97 | 7.13 | 0.53 |
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 |
|---|---|---|---|---|
| FWWNX (American Funds New World Fund Class 529-F-3) |
-2.56%
Jun 2021 – Jun 2024 |
5.04%
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 |
|---|---|---|---|---|
| FWWNX (American Funds New World Fund Class 529-F-3) |
20.44%
May 2023 – May 2026 |
7.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart