Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWAX (NEW WORLD FUND INC CLASS R-1) | 10.58% | 26.59% | 16.55% | 3.46% | 8.78% | 5.79% | 6.50% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWAX (NEW WORLD FUND INC CLASS R-1) | 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 (%) | -4.53 | 26.59 | 16.55 | 3.46 | 8.78 | 5.79 | 6.50 | … | … | 10.58 | 27.28 | 5.72 | 14.98 | -22.61 | -2.74 | 23.84 | 26.53 | -12.99 | 31.53 | 3.09 | -6.73 | -4.38 | 9.20 | 18.83 | -14.82 | 16.37 | 51.04 | -46.74 | 31.87 | 32.30 | 21.18 | 19.83 | 42.18 | -14.22 |
| Sharpe Ratio | NA | 2.15 | 1.11 | 0.13 | 0.48 | NA | NA | … | … | 2.12 | 1.69 | 0.18 | 0.99 | -1.12 | -0.17 | 0.81 | 2.19 | -0.99 | 4.45 | 0.21 | -0.53 | -0.46 | 0.89 | 1.49 | -0.69 | 0.98 | 2.30 | -1.35 | 1.66 | 2.23 | 2.17 | 1.40 | 4.01 | -1.83 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 15.76 | 16.39 | NA | NA | … | … | 19.26 | 14.51 | 11.42 | 11.53 | 21.56 | 16.52 | 28.83 | 11.44 | 14.63 | 6.97 | 13.52 | 12.82 | 9.66 | 10.27 | 12.71 | 21.61 | 16.59 | 22.15 | 35.30 | 17.34 | 13.02 | 8.70 | 13.47 | 10.34 | 13.61 |
| Draw Down(%) | NA | 13.09 | 15.47 | 38.42 | 38.42 | NA | NA | … | … | 13.09 | 13.36 | 8.35 | 11.82 | 30.09 | 15.96 | 32.24 | 7.22 | 21.86 | 2.99 | 11.79 | 17.60 | 12.64 | 11.39 | 12.65 | 24.52 | 13.81 | 18.27 | 56.27 | 14.49 | 18.09 | 8.06 | 14.94 | 9.80 | 20.52 |
| Yield(%) | 0.00 | 5.86 | 4.05 | 1.85 | 2.45 | 2.02 | 2.98 | … | … | 0.00 | 6.49 | 3.06 | 2.17 | 0.19 | 0.00 | 0.00 | 3.68 | 1.18 | 1.60 | 0.18 | 0.00 | 4.73 | 1.44 | 0.60 | 0.65 | 0.90 | 1.10 | 0.24 | 9.74 | 7.41 | 1.73 | 1.44 | 2.56 | 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 |
|---|---|---|---|---|
| RNWAX (NEW WORLD FUND INC CLASS R-1) |
-8.88%
Feb 2006 – Feb 2009 |
-2.54%
Oct 2007 – Oct 2012 |
1.74%
Oct 2007 – Oct 2017 |
1.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWAX (NEW WORLD FUND INC CLASS R-1) |
33.80%
Mar 2003 – Mar 2006 |
30.48%
Oct 2002 – Oct 2007 |
13.65%
Mar 2003 – Mar 2013 |
11.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart