Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNNEX (NEW ECONOMY FUND CLASS R-2E) | 15.58% | 43.98% | 27.66% | 12.27% | 15.10% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNNEX (NEW ECONOMY FUND 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 (%) | -5.10 | 43.98 | 27.66 | 12.27 | 15.10 | NA | NA | … | … | 15.58 | 18.12 | 12.27 | 23.65 | -30.00 | 3.19 | 29.51 | 26.02 | -4.82 | 33.72 | 1.75 | 3.82 | -0.86 |
| Sharpe Ratio | NA | 3.04 | 1.51 | 0.56 | 0.74 | NA | NA | … | … | 2.90 | 0.65 | 0.31 | 1.42 | -1.18 | 0.18 | 0.93 | 1.85 | -0.35 | 3.92 | 0.10 | 0.26 | -0.19 |
| Standard Deviation(%) | NA | 17.19 | 17.88 | 19.45 | 19.20 | NA | NA | … | … | 20.49 | 23.96 | 18.62 | 13.79 | 26.70 | 17.37 | 31.39 | 13.27 | 17.76 | 8.47 | 15.25 | 14.59 | 13.50 |
| Draw Down(%) | NA | 13.43 | 20.88 | 37.34 | 37.34 | NA | NA | … | … | 13.43 | 20.88 | 13.33 | 10.06 | 34.25 | 15.77 | 30.53 | 8.22 | 19.99 | 3.71 | 14.95 | 14.62 | 8.84 |
| Yield(%) | 0.00 | 11.85 | 10.47 | 6.53 | 9.23 | 6.33 | 4.75 | … | … | 0.00 | 12.36 | 11.44 | 4.81 | 0.00 | 8.16 | 3.22 | 8.59 | 8.31 | 10.10 | 2.22 | 6.40 | 8.29 |
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 |
|---|---|---|---|---|
| RNNEX (NEW ECONOMY FUND CLASS R-2E) |
0.13%
Dec 2020 – Dec 2023 |
4.37%
Feb 2018 – Feb 2023 |
9.69%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNNEX (NEW ECONOMY FUND CLASS R-2E) |
30.75%
May 2023 – May 2026 |
19.85%
Jun 2016 – Jun 2021 |
15.83%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart