Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNEBX (NEW WORLD FUND INC CLASS R-2E) | 10.71% | 26.96% | 16.89% | 5.15% | 9.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNEBX (NEW WORLD FUND INC CLASS R-2E) | 09/02/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 26.96 | 16.89 | 5.15 | 9.86 | NA | NA | … | … | 10.71 | 21.08 | 6.03 | 15.31 | -22.39 | 4.26 | 24.29 | 26.99 | -12.69 | 32.02 | 3.51 | -6.29 | -7.63 |
| Sharpe Ratio | NA | 2.18 | 1.14 | 0.24 | 0.55 | NA | NA | … | … | 2.13 | 1.21 | 0.21 | 1.02 | -1.11 | 0.28 | 0.83 | 2.23 | -0.97 | 4.43 | 0.24 | -0.49 | -1.97 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 15.44 | 16.23 | NA | NA | … | … | 19.28 | 15.27 | 11.43 | 11.52 | 21.57 | 14.92 | 28.82 | 11.44 | 14.60 | 7.12 | 13.49 | 12.81 | 10.76 |
| Draw Down(%) | NA | 13.06 | 15.36 | 33.99 | 33.99 | NA | NA | … | … | 13.06 | 13.35 | 8.33 | 11.76 | 29.94 | 10.39 | 32.19 | 7.21 | 21.59 | 2.96 | 11.74 | 17.42 | 10.91 |
| Yield(%) | 0.00 | 5.93 | 4.31 | 3.19 | 3.92 | 2.56 | 1.92 | … | … | 0.00 | 6.58 | 3.49 | 2.47 | 0.37 | 6.44 | 0.00 | 4.15 | 1.56 | 2.24 | 1.01 | 0.35 | 5.39 |
Data as of 06/05/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNEBX (NEW WORLD FUND INC CLASS R-2E) |
-3.25%
Jun 2021 – Jun 2024 |
1.35%
Oct 2017 – Oct 2022 |
5.39%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNEBX (NEW WORLD FUND INC CLASS R-2E) |
19.60%
May 2023 – May 2026 |
15.70%
Feb 2016 – Feb 2021 |
10.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart