Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWBX (NEW WORLD FUND INC CLASS R-2) | 16.08% | 33.20% | 18.45% | 4.47% | 9.34% | 6.15% | 6.77% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWBX (NEW WORLD FUND INC CLASS R-2) | 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 (%) | 0.61 | 33.20 | 18.45 | 4.47 | 9.34 | 6.15 | 6.77 | … | … | 16.08 | 27.27 | 5.72 | 14.97 | -22.62 | -2.74 | 23.93 | 26.61 | -12.95 | 31.62 | 3.15 | -6.69 | -4.39 | 9.22 | 18.83 | -14.80 | 16.38 | 50.95 | -46.80 | 31.92 | 32.33 | 21.23 | 19.85 | 42.25 | -14.25 |
| Sharpe Ratio | NA | 2.15 | 1.11 | 0.13 | 0.48 | NA | NA | … | … | 2.11 | 1.69 | 0.18 | 0.99 | -1.12 | -0.17 | 0.82 | 2.20 | -0.98 | 4.46 | 0.22 | -0.52 | -0.46 | 0.89 | 1.49 | -0.69 | 0.98 | 2.30 | -1.35 | 1.67 | 2.23 | 2.18 | 1.40 | 4.01 | -1.84 |
| Standard Deviation(%) | NA | 14.72 | 13.73 | 15.76 | 16.38 | NA | NA | … | … | 19.26 | 14.51 | 11.42 | 11.52 | 21.56 | 16.51 | 28.81 | 11.44 | 14.62 | 6.98 | 13.50 | 12.81 | 9.66 | 10.27 | 12.69 | 21.60 | 16.60 | 22.15 | 35.32 | 17.36 | 13.01 | 8.71 | 13.46 | 10.35 | 13.58 |
| Draw Down(%) | NA | 13.09 | 15.48 | 38.44 | 38.44 | NA | NA | … | … | 13.09 | 13.37 | 8.35 | 11.83 | 30.11 | 15.96 | 32.22 | 7.24 | 21.82 | 2.97 | 11.79 | 17.58 | 12.63 | 11.40 | 12.66 | 24.51 | 13.79 | 18.30 | 56.31 | 14.50 | 18.07 | 8.06 | 14.91 | 9.80 | 20.52 |
| Yield(%) | 0.00 | 5.78 | 4.06 | 1.85 | 2.49 | 2.06 | 3.00 | … | … | 0.00 | 6.40 | 3.22 | 2.18 | 0.14 | 0.00 | 0.00 | 3.81 | 1.23 | 1.69 | 0.27 | 0.00 | 4.74 | 1.44 | 0.74 | 0.68 | 0.88 | 0.93 | 0.26 | 9.63 | 7.36 | 1.71 | 1.48 | 2.68 | 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 |
|---|---|---|---|---|
| RNWBX (NEW WORLD FUND INC CLASS R-2) |
-8.90%
Feb 2006 – Feb 2009 |
-2.57%
Oct 2007 – Oct 2012 |
1.74%
Oct 2007 – Oct 2017 |
1.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWBX (NEW WORLD FUND INC CLASS R-2) |
33.82%
Mar 2003 – Mar 2006 |
30.50%
Oct 2002 – Oct 2007 |
13.65%
Mar 2003 – Mar 2013 |
11.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart