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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
NEFFX (NEW ECONOMY FUND CLASS F-2) 11.89% 6.09% 16.46% 6.82% 9.30% 12.12% NA 11.04%
Data as of 07/10/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
Name Start Date End Date
NEFFX (NEW ECONOMY FUND CLASS F-2) 08/14/2008 07/10/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.32 6.09 16.46 6.82 9.30 12.12 NA 11.04 11.89 13.56 24.69 -29.50 4.18 30.49 26.75 -4.17 34.67 2.44 4.01 4.83 43.74 24.35 -5.40 13.88 45.64 -31.34
Sharpe Ratio NA 0.17 0.70 0.26 0.40 NA NA 0.47 0.82 0.38 1.50 -1.16 0.24 0.96 1.91 -0.31 4.06 0.15 0.27 0.39 4.01 1.92 -0.24 0.77 1.75 -1.21
Standard Deviation(%) NA 24.11 19.34 20.11 19.51 NA NA 20.15 25.95 18.38 13.76 26.72 17.30 31.40 13.24 17.75 8.43 15.26 14.59 12.29 10.90 12.80 22.37 17.86 26.01 52.35
Draw Down(%) NA 26.43 26.43 41.51 41.51 NA NA 43.45 20.78 12.91 9.93 33.88 15.53 30.48 8.17 19.67 3.70 14.90 14.56 9.03 6.81 10.06 21.33 14.87 21.09 42.96
Yield(%) 0.00 0.04 0.28 0.20 3.74 6.94 4.98 6.22 0.00 0.05 0.60 0.14 0.00 0.29 8.95 8.81 10.49 2.56 6.26 8.77 9.01 4.74 0.74 1.25 1.16 1.11
Data as of 07/10/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEFFX (NEW ECONOMY FUND CLASS F-2) -2.89%
Dec 2020 - Dec 2023
2.99%
Feb 2018 - Feb 2023
7.66%
Oct 2013 - Oct 2023
10.26%
Mar 2010 - Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEFFX (NEW ECONOMY FUND CLASS F-2) 26.23%
Feb 2009 - Feb 2012
26.98%
Feb 2009 - Feb 2014
17.76%
Feb 2009 - Feb 2019
14.30%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart