Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNGGX (NEW ECONOMY FUND CLASS R-6) | 5.74% | 12.20% | 20.23% | 11.34% | 11.01% | 13.40% | NA | 14.01% |
Data as of 06/20/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGGX (NEW ECONOMY FUND CLASS R-6) | 05/04/2009 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 12.20 | 20.23 | 11.34 | 11.01 | 13.40 | NA | 14.01 | 5.74 | 24.01 | 29.60 | -29.42 | 12.41 | 33.94 | 27.32 | -4.06 | 34.80 | 2.58 | 4.10 | 4.95 | 43.85 | 24.46 | -5.30 | 13.79 | 26.79 |
| Sharpe Ratio | NA | 0.44 | 0.92 | 0.52 | 0.51 | NA | NA | 0.72 | 0.36 | 1.29 | 1.92 | -1.16 | 0.76 | 1.07 | 1.95 | -0.31 | 4.07 | 0.16 | 0.28 | 0.40 | 4.02 | 1.92 | -0.24 | 0.77 | 2.27 |
| Standard Deviation(%) | NA | 21.98 | 18.73 | 19.48 | 19.16 | NA | NA | 18.00 | 26.96 | 15.76 | 13.65 | 26.71 | 16.29 | 31.32 | 13.26 | 17.75 | 8.43 | 15.25 | 14.60 | 12.30 | 10.91 | 12.81 | 22.37 | 17.88 | 18.83 |
| Draw Down(%) | NA | 20.76 | 20.76 | 36.88 | 36.88 | NA | NA | 36.88 | 20.76 | 10.28 | 9.89 | 33.83 | 9.48 | 30.47 | 8.18 | 19.62 | 3.69 | 14.87 | 14.55 | 9.01 | 6.80 | 10.05 | 21.27 | 15.05 | 6.67 |
| Yield(%) | 0.00 | 9.37 | 6.53 | 6.09 | 7.18 | 11.29 | 10.44 | 13.05 | 0.00 | 11.08 | 5.31 | 0.23 | 7.94 | 3.54 | 9.45 | 8.88 | 10.57 | 2.67 | 6.34 | 8.84 | 9.05 | 4.82 | 0.84 | 1.14 | 0.89 |
Data as of 06/20/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGGX (NEW ECONOMY FUND CLASS R-6) |
0.93%
Dec 2020 - Dec 2023 |
5.27%
Feb 2018 - Feb 2023 |
8.90%
Oct 2013 - Oct 2023 |
12.05%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGGX (NEW ECONOMY FUND CLASS R-6) |
25.25%
Sep 2011 - Sep 2014 |
20.86%
Jun 2016 - Jun 2021 |
17.76%
Sep 2011 - Sep 2021 |
13.82%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart