Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNGCX (NEW ECONOMY FUND CLASS R-3) | 15.65% | 44.19% | 27.85% | 12.44% | 15.25% | 13.92% | 11.51% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGCX (NEW ECONOMY FUND CLASS R-3) | 06/10/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.10 | 44.19 | 27.85 | 12.44 | 15.25 | 13.92 | 11.51 | … | … | 15.65 | 30.60 | 23.19 | 28.77 | -29.88 | 11.70 | 33.04 | 26.06 | -4.68 | 33.91 | 1.88 | 3.46 | 4.22 | 42.95 | 23.59 | -5.94 | 13.02 | 44.73 | -42.02 | 10.97 | 14.27 | 11.70 | 11.98 | 38.24 | -17.11 |
| Sharpe Ratio | NA | 3.05 | 1.52 | 0.57 | 0.75 | NA | NA | … | … | 2.92 | 1.32 | 1.24 | 1.86 | -1.18 | 0.72 | 1.04 | 1.85 | -0.34 | 3.96 | 0.11 | 0.24 | 0.34 | 3.93 | 1.85 | -0.27 | 0.72 | 1.72 | -1.19 | 0.52 | 0.99 | 0.97 | 0.95 | 2.10 | -0.96 |
| Standard Deviation(%) | NA | 17.21 | 17.89 | 19.46 | 19.20 | NA | NA | … | … | 20.48 | 21.17 | 15.77 | 13.65 | 26.71 | 16.29 | 31.31 | 13.26 | 17.74 | 8.43 | 15.26 | 14.58 | 12.29 | 10.92 | 12.81 | 22.39 | 17.87 | 25.98 | 36.04 | 15.15 | 11.00 | 9.74 | 11.61 | 17.90 | 30.47 |
| Draw Down(%) | NA | 13.41 | 20.86 | 37.25 | 37.25 | NA | NA | … | … | 13.41 | 20.86 | 10.32 | 10.03 | 34.15 | 9.51 | 30.51 | 8.22 | 19.92 | 3.70 | 14.95 | 14.65 | 9.17 | 6.88 | 10.16 | 21.44 | 15.15 | 21.13 | 51.75 | 9.80 | 12.16 | 8.18 | 12.34 | 17.76 | 30.17 |
| Yield(%) | 0.00 | 11.82 | 10.48 | 6.55 | 9.29 | 10.56 | 9.50 | … | … | 0.00 | 12.34 | 11.44 | 4.82 | 0.00 | 8.19 | 3.24 | 8.51 | 8.35 | 10.19 | 2.04 | 5.75 | 8.35 | 8.54 | 4.02 | 0.17 | 0.50 | 0.46 | 0.64 | 9.44 | 0.50 | 0.41 | 0.15 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGCX (NEW ECONOMY FUND CLASS R-3) |
-14.08%
Feb 2006 – Feb 2009 |
-4.76%
Feb 2004 – Feb 2009 |
6.57%
Jan 2006 – Jan 2016 |
6.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGCX (NEW ECONOMY FUND CLASS R-3) |
30.95%
May 2023 – May 2026 |
26.19%
Feb 2009 – Feb 2014 |
17.07%
Feb 2009 – Feb 2019 |
14.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
