Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) | -2.37% | 0.84% | 10.75% | 6.43% | 7.65% | 10.45% | 9.09% | 9.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) | 06/10/2002 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.06 | 0.84 | 10.75 | 6.43 | 7.65 | 10.45 | 9.09 | 9.25 | -2.37 | 13.13 | 24.31 | -29.66 | 3.82 | 30.13 | 26.43 | -4.38 | 34.31 | 2.22 | 3.76 | 4.57 | 43.38 | 24.01 | -5.64 | 13.37 | 45.28 | -41.85 | 11.36 | 14.66 | 12.14 | 12.41 | 38.75 | -16.98 |
| Sharpe Ratio | NA | -0.09 | 0.18 | 0.24 | 0.32 | NA | NA | 0.40 | -0.31 | 0.35 | 1.47 | -1.17 | 0.22 | 0.95 | 1.88 | -0.32 | 4.02 | 0.13 | 0.26 | 0.37 | 3.97 | 1.89 | -0.25 | 0.74 | 1.74 | -1.18 | 0.55 | 1.04 | 1.03 | 0.98 | 2.12 | -0.96 |
| Standard Deviation(%) | NA | 23.80 | 20.54 | 20.29 | 19.47 | NA | NA | 19.27 | 29.99 | 18.45 | 13.80 | 26.71 | 17.33 | 31.39 | 13.28 | 17.77 | 8.41 | 15.25 | 14.58 | 12.31 | 10.91 | 12.80 | 22.37 | 17.87 | 25.94 | 36.02 | 15.15 | 11.05 | 9.71 | 11.69 | 17.95 | 30.44 |
| Draw Down(%) | NA | 26.59 | 26.59 | 41.69 | 41.69 | NA | NA | 55.33 | 20.82 | 13.04 | 9.97 | 34.01 | 15.63 | 30.49 | 8.19 | 19.78 | 3.69 | 14.93 | 14.59 | 9.10 | 6.83 | 10.08 | 21.36 | 15.11 | 21.06 | 51.61 | 9.77 | 12.11 | 8.05 | 12.28 | 17.65 | 30.10 |
| Yield(%) | 0.00 | 0.00 | 0.10 | 0.06 | 3.57 | 6.26 | 6.14 | 6.85 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 | 0.00 | 8.70 | 8.57 | 10.28 | 2.27 | 6.05 | 8.59 | 8.76 | 4.44 | 0.50 | 0.85 | 0.81 | 0.92 | 9.69 | 0.80 | 0.77 | 0.46 | 0.19 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) |
-13.79%
Feb 2006 - Feb 2009 |
-4.42%
Feb 2004 - Feb 2009 |
6.92%
Jan 2006 - Jan 2016 |
6.40%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) |
25.81%
Feb 2009 - Feb 2012 |
26.60%
Feb 2009 - Feb 2014 |
17.44%
Feb 2009 - Feb 2019 |
13.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart