Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWEX (NEW WORLD FUND INC CLASS R-4) | 10.93% | 27.53% | 17.42% | 4.28% | 9.65% | 6.64% | 7.36% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWEX (NEW WORLD FUND INC CLASS R-4) | 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 (%) | -4.52 | 27.53 | 17.42 | 4.28 | 9.65 | 6.64 | 7.36 | … | … | 10.93 | 28.23 | 6.51 | 15.84 | -22.05 | -1.78 | 24.86 | 27.57 | -12.29 | 32.60 | 3.94 | -5.95 | -3.61 | 10.07 | 19.79 | -14.12 | 17.38 | 52.29 | -46.31 | 32.87 | 33.37 | 22.13 | 20.75 | 43.32 | -13.59 |
| Sharpe Ratio | NA | 2.22 | 1.18 | 0.18 | 0.53 | NA | NA | … | … | 2.17 | 1.75 | 0.25 | 1.07 | -1.09 | -0.11 | 0.85 | 2.28 | -0.94 | 4.60 | 0.28 | -0.47 | -0.38 | 0.98 | 1.57 | -0.65 | 1.04 | 2.36 | -1.33 | 1.72 | 2.31 | 2.28 | 1.47 | 4.12 | -1.77 |
| Standard Deviation(%) | NA | 14.73 | 13.73 | 15.74 | 16.38 | NA | NA | … | … | 19.26 | 14.52 | 11.43 | 11.52 | 21.55 | 16.43 | 28.83 | 11.43 | 14.62 | 6.97 | 13.51 | 12.81 | 9.65 | 10.26 | 12.70 | 21.63 | 16.60 | 22.15 | 35.32 | 17.36 | 13.00 | 8.72 | 13.45 | 10.34 | 13.52 |
| Draw Down(%) | NA | 13.03 | 15.17 | 37.79 | 37.79 | NA | NA | … | … | 13.03 | 13.29 | 8.31 | 11.68 | 29.69 | 15.59 | 32.13 | 7.18 | 21.30 | 2.95 | 11.72 | 17.31 | 12.31 | 11.33 | 12.50 | 24.26 | 13.69 | 18.16 | 56.10 | 14.45 | 18.03 | 7.97 | 14.85 | 9.72 | 20.30 |
| Yield(%) | 0.00 | 6.28 | 4.72 | 2.34 | 3.33 | 2.82 | 3.95 | … | … | 0.00 | 6.98 | 3.91 | 2.88 | 0.75 | 0.45 | 0.18 | 4.57 | 1.97 | 2.56 | 1.12 | 0.62 | 5.45 | 2.22 | 1.61 | 1.41 | 1.69 | 1.94 | 0.90 | 10.20 | 7.97 | 2.31 | 2.05 | 3.19 | 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 |
|---|---|---|---|---|
| RNWEX (NEW WORLD FUND INC CLASS R-4) |
-8.15%
Feb 2006 – Feb 2009 |
-1.73%
Oct 2007 – Oct 2012 |
2.58%
Oct 2007 – Oct 2017 |
1.88%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWEX (NEW WORLD FUND INC CLASS R-4) |
34.82%
Mar 2003 – Mar 2006 |
31.59%
Oct 2002 – Oct 2007 |
14.56%
Mar 2003 – Mar 2013 |
11.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart