Performance Comparison
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