Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWCX (NEW WORLD FUND INC CLASS C) | 16.07% | 33.14% | 18.38% | 4.40% | 9.27% | 6.09% | 6.73% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWCX (NEW WORLD FUND INC CLASS C) | 04/06/2001 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 33.14 | 18.38 | 4.40 | 9.27 | 6.09 | 6.73 | … | … | 16.07 | 27.19 | 5.66 | 14.89 | -22.67 | -2.78 | 23.86 | 26.54 | -13.00 | 31.48 | 3.06 | -6.76 | -4.42 | 9.12 | 18.76 | -14.79 | 16.41 | 51.08 | -46.73 | 31.87 | 32.31 | 21.21 | 19.84 | 42.21 | -5.40 | 0.71 |
| Sharpe Ratio | NA | 2.14 | 1.11 | 0.13 | 0.48 | NA | NA | … | … | 2.11 | 1.68 | 0.18 | 0.98 | -1.12 | -0.17 | 0.82 | 2.19 | -0.99 | 4.44 | 0.21 | -0.53 | -0.46 | 0.88 | 1.49 | -0.69 | 0.98 | 2.30 | -1.35 | 1.66 | 2.23 | 2.17 | 1.40 | 4.01 | -0.56 | -0.08 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 15.76 | 16.39 | NA | NA | … | … | 19.26 | 14.50 | 11.42 | 11.53 | 21.55 | 16.53 | 28.83 | 11.46 | 14.62 | 6.97 | 13.51 | 12.81 | 9.66 | 10.27 | 12.69 | 21.62 | 16.59 | 22.15 | 35.29 | 17.34 | 13.00 | 8.73 | 13.45 | 10.36 | 11.75 | 15.01 |
| Draw Down(%) | NA | 13.09 | 15.51 | 38.48 | 38.48 | NA | NA | … | … | 13.09 | 13.38 | 8.35 | 11.85 | 30.13 | 15.98 | 32.23 | 7.23 | 21.86 | 3.00 | 11.80 | 17.62 | 12.65 | 11.40 | 12.67 | 24.52 | 13.80 | 18.26 | 56.27 | 14.49 | 18.08 | 8.05 | 14.93 | 9.85 | 23.43 | 24.38 |
| Yield(%) | 0.00 | 5.63 | 3.90 | 1.75 | 2.35 | 1.96 | 2.91 | … | … | 0.00 | 6.23 | 3.07 | 1.98 | 0.01 | 0.00 | 0.00 | 3.66 | 1.18 | 1.58 | 0.11 | 0.00 | 4.69 | 1.40 | 0.64 | 0.64 | 0.93 | 1.07 | 0.17 | 9.64 | 7.31 | 1.71 | 1.40 | 2.60 | 0.81 | 1.64 |
Data as of 06/04/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWCX (NEW WORLD FUND INC CLASS C) |
-8.87%
Feb 2006 – Feb 2009 |
-2.53%
Oct 2007 – Oct 2012 |
1.73%
Oct 2007 – Oct 2017 |
1.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWCX (NEW WORLD FUND INC CLASS C) |
33.80%
Mar 2003 – Mar 2006 |
30.82%
Oct 2002 – Oct 2007 |
13.66%
Mar 2003 – Mar 2013 |
11.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart