Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEWFX (NEW WORLD FUND INC CLASS A) | 15.30% | 18.10% | 9.96% | 4.59% | 6.46% | 5.67% | 6.92% | 7.49% |
Data as of 08/04/2025, AR inception is 06/25/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWFX (NEW WORLD FUND INC CLASS A) | 06/25/1999 | 08/04/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 18.10 | 9.96 | 4.59 | 6.46 | 5.67 | 6.92 | 7.49 | 15.30 | 3.56 | 14.31 | -22.08 | -1.78 | 24.79 | 27.51 | -12.32 | 32.56 | 3.86 | -5.98 | -3.65 | 10.01 | 19.72 | -14.13 | 17.31 | 52.22 | -46.32 | 32.97 | 33.47 | 22.20 | 20.93 | 43.36 | -4.62 | -3.96 | -20.90 | 21.96 |
| Sharpe Ratio | NA | 0.58 | 0.45 | 0.15 | 0.29 | NA | NA | 0.37 | 1.25 | -0.26 | 0.88 | -1.09 | -0.11 | 0.85 | 2.28 | -0.94 | 4.60 | 0.27 | -0.47 | -0.38 | 0.97 | 1.56 | -0.66 | 1.04 | 2.35 | -1.33 | 1.74 | 2.33 | 2.30 | 1.48 | 4.14 | -0.49 | -0.43 | -1.55 | 4.58 |
| Standard Deviation(%) | NA | 15.45 | 13.99 | 15.91 | 16.36 | NA | NA | 16.51 | 16.84 | 11.80 | 11.49 | 21.56 | 16.39 | 28.83 | 11.44 | 14.62 | 6.98 | 13.52 | 12.81 | 9.66 | 10.28 | 12.68 | 21.61 | 16.59 | 22.15 | 35.30 | 17.35 | 13.00 | 8.70 | 13.47 | 10.30 | 11.72 | 14.79 | 16.15 | 9.42 |
| Draw Down(%) | NA | 17.49 | 17.49 | 37.78 | 37.78 | NA | NA | 56.71 | 13.29 | 9.72 | 11.68 | 29.70 | 15.56 | 32.13 | 7.18 | 21.30 | 2.97 | 11.72 | 17.32 | 12.33 | 11.33 | 12.52 | 24.26 | 13.72 | 18.18 | 56.09 | 14.44 | 18.02 | 7.98 | 14.87 | 9.71 | 23.15 | 25.66 | 28.89 | 6.33 |
| Yield(%) | 0.00 | 0.86 | 1.05 | 0.72 | 1.58 | 2.02 | 3.46 | 4.53 | 0.00 | 0.88 | 1.40 | 0.68 | 0.42 | 0.12 | 4.49 | 1.91 | 2.45 | 0.97 | 0.56 | 5.36 | 2.13 | 1.52 | 1.38 | 1.61 | 1.77 | 0.85 | 10.19 | 7.94 | 2.27 | 2.10 | 2.99 | 1.22 | 2.49 | 1.30 | 0.86 |
Data as of 08/04/2025, AR inception is 06/25/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWFX (NEW WORLD FUND INC CLASS A) |
-12.47%
Mar 2000 - Mar 2003 |
-1.77%
Oct 2007 - Oct 2012 |
2.53%
Oct 2007 - Oct 2017 |
1.84%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWFX (NEW WORLD FUND INC CLASS A) |
34.93%
Mar 2003 - Mar 2006 |
31.92%
Oct 2002 - Oct 2007 |
14.58%
Mar 2003 - Mar 2013 |
11.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart