Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) | 21.38% | 51.74% | 30.27% | 12.10% | 14.98% | 13.86% | 11.56% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGEX (NEW ECONOMY FUND CLASS R-4) | 06/10/2002 | 06/04/2026 |
| 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 (%) | 0.08 | 51.74 | 30.27 | 12.10 | 14.98 | 13.86 | 11.56 | … | … | 21.38 | 30.98 | 23.58 | 29.15 | -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 | 3.08 | 1.54 | 0.49 | 0.70 | NA | NA | … | … | 2.94 | 1.33 | 1.27 | 1.88 | -1.17 | 0.22 | 0.95 | 1.88 | -0.33 | 4.02 | 0.13 | 0.26 | 0.37 | 3.97 | 1.89 | -0.25 | 0.74 | 1.74 | -1.19 | 0.54 | 1.02 | 1.02 | 0.98 | 2.12 | -0.96 |
| Standard Deviation(%) | NA | 17.22 | 17.89 | 19.64 | 19.31 | NA | NA | … | … | 20.49 | 21.17 | 15.76 | 13.67 | 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 | 13.35 | 20.82 | 41.69 | 41.69 | NA | NA | … | … | 13.35 | 20.82 | 10.28 | 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 | 11.42 | 10.28 | 4.94 | 7.61 | 9.18 | 8.42 | … | … | 0.00 | 11.93 | 11.13 | 5.00 | 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 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| 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) |
31.35%
May 2023 – May 2026 |
26.60%
Feb 2009 – Feb 2014 |
17.44%
Feb 2009 – Feb 2019 |
14.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart