Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNWFX (NEW WORLD FUND INC CLASS R-5) | 17.16% | 19.45% | 13.71% | 7.69% | 8.23% | 7.01% | 8.14% | 9.39% |
Data as of 07/25/2025, AR inception is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWFX (NEW WORLD FUND INC CLASS R-5) | 06/07/2002 | 07/25/2025 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 19.45 | 13.71 | 7.69 | 8.23 | 7.01 | 8.14 | 9.39 | 17.16 | 6.83 | 16.19 | -21.81 | 5.05 | 25.24 | 27.97 | -12.04 | 33.00 | 4.27 | -5.68 | -3.31 | 10.39 | 20.16 | -13.87 | 17.72 | 52.74 | -46.15 | 33.26 | 33.82 | 22.49 | 21.10 | 43.81 | -12.10 |
| Sharpe Ratio | NA | 0.79 | 0.78 | 0.37 | 0.39 | NA | NA | 0.49 | 1.69 | 0.28 | 1.10 | -1.08 | 0.34 | 0.86 | 2.32 | -0.92 | 4.66 | 0.30 | -0.45 | -0.34 | 1.01 | 1.60 | -0.64 | 1.06 | 2.38 | -1.33 | 1.74 | 2.35 | 2.32 | 1.50 | 4.17 | -1.58 |
| Standard Deviation(%) | NA | 15.28 | 13.95 | 15.57 | 16.19 | NA | NA | 16.76 | 17.06 | 11.42 | 11.53 | 21.55 | 14.91 | 28.82 | 11.44 | 14.62 | 6.97 | 13.52 | 12.81 | 9.64 | 10.27 | 12.69 | 21.62 | 16.62 | 22.12 | 35.31 | 17.36 | 13.01 | 8.72 | 13.44 | 10.33 | 13.52 |
| Draw Down(%) | NA | 15.02 | 15.02 | 33.43 | 33.43 | NA | NA | 56.58 | 13.25 | 8.29 | 11.60 | 29.52 | 10.36 | 32.11 | 7.17 | 21.07 | 2.94 | 11.66 | 17.20 | 12.19 | 11.31 | 12.47 | 24.16 | 13.67 | 18.13 | 56.03 | 14.42 | 17.98 | 7.94 | 14.85 | 9.66 | 20.25 |
| Yield(%) | 0.00 | 3.95 | 3.04 | 3.47 | 3.67 | 3.69 | 5.42 | 7.61 | 0.00 | 4.19 | 3.18 | 0.98 | 7.10 | 0.48 | 4.88 | 2.26 | 2.82 | 1.34 | 0.92 | 5.69 | 2.50 | 1.91 | 1.70 | 1.94 | 2.16 | 1.11 | 10.45 | 8.19 | 2.52 | 2.26 | 3.32 | 1.32 |
Data as of 07/25/2025, AR inception is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWFX (NEW WORLD FUND INC CLASS R-5) |
-7.88%
Feb 2006 - Feb 2009 |
-1.44%
Oct 2007 - Oct 2012 |
2.88%
Oct 2007 - Oct 2017 |
2.63%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWFX (NEW WORLD FUND INC CLASS R-5) |
35.25%
Mar 2003 - Mar 2006 |
32.24%
Oct 2002 - Oct 2007 |
14.91%
Mar 2003 - Mar 2013 |
12.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart