Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
NWFFX (NEW WORLD FUND INC CLASS F-1) | 5.97% | 3.35% | 8.55% | 6.76% | 5.14% | 5.45% | 6.99% | 8.16% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
NWFFX (NEW WORLD FUND INC CLASS F-1) | 04/06/2001 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/06/2001.
AR inception is since 04/06/2001.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.25 | 3.35 | 8.55 | 6.76 | 5.14 | 5.45 | 6.99 | 8.16 | 5.97 | 3.54 | 14.35 | -22.08 | -1.82 | 24.81 | 27.54 | -12.34 | 32.56 | 3.93 | -5.98 | -3.64 | 10.03 | 19.78 | -14.13 | 17.32 | 52.29 | -46.32 | 32.99 | 33.44 | 22.18 | 20.75 | 43.24 | -4.69 | 1.35 |
Sharpe Ratio | NA | -0.19 | 0.28 | 0.25 | 0.21 | NA | NA | 0.41 | 0.75 | -0.26 | 0.89 | -1.09 | -0.11 | 0.85 | 2.28 | -0.94 | 4.60 | 0.28 | -0.47 | -0.38 | 0.97 | 1.57 | -0.65 | 1.04 | 2.36 | -1.33 | 1.74 | 2.33 | 2.30 | 1.47 | 4.12 | -0.49 | -0.01 |
Standard Deviation(%) | NA | 15.46 | 14.95 | 16.34 | 16.38 | NA | NA | 16.71 | 19.81 | 11.81 | 11.50 | 21.55 | 16.42 | 28.83 | 11.46 | 14.61 | 6.98 | 13.51 | 12.81 | 9.65 | 10.27 | 12.71 | 21.63 | 16.60 | 22.15 | 35.33 | 17.33 | 12.99 | 8.72 | 13.44 | 10.33 | 11.71 | 14.98 |
Draw Down(%) | NA | 17.50 | 17.50 | 37.81 | 37.81 | NA | NA | 56.72 | 13.29 | 9.74 | 11.68 | 29.70 | 15.60 | 32.14 | 7.19 | 21.32 | 2.97 | 11.70 | 17.33 | 12.32 | 11.32 | 12.53 | 24.26 | 13.73 | 18.17 | 56.10 | 14.45 | 17.99 | 7.96 | 14.87 | 9.74 | 23.13 | 24.13 |
Yield(%) | 0.00 | 0.84 | 1.11 | 0.87 | 1.54 | 2.15 | 3.84 | 5.42 | 0.00 | 0.90 | 1.42 | 0.68 | 0.43 | 0.13 | 4.55 | 1.88 | 2.48 | 0.98 | 0.61 | 5.29 | 2.21 | 1.57 | 1.41 | 1.66 | 1.88 | 0.85 | 10.26 | 7.99 | 2.28 | 2.00 | 3.12 | 1.35 | 2.40 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
NWFFX (NEW WORLD FUND INC CLASS F-1) |
-8.12%
Feb 2006 - Feb 2009 |
-1.75%
Oct 2007 - Oct 2012 |
2.55%
Oct 2007 - Oct 2017 |
1.86%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
NWFFX (NEW WORLD FUND INC CLASS F-1) |
34.89%
Oct 2004 - Oct 2007 |
31.85%
Oct 2002 - Oct 2007 |
14.57%
Mar 2003 - Mar 2013 |
11.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart