Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNWGX (NEW WORLD FUND INC CLASS R-6) | 13.93% | 13.10% | 12.33% | 8.35% | 7.49% | 7.26% | NA | 8.99% |
Data as of 06/25/2025, AR inception is 05/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWGX (NEW WORLD FUND INC CLASS R-6) | 05/01/2009 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 13.10 | 12.33 | 8.35 | 7.49 | 7.26 | NA | 8.99 | 13.93 | 6.88 | 16.26 | -21.77 | 5.09 | 25.34 | 28.51 | -12.00 | 33.06 | 4.31 | -5.62 | -3.29 | 10.46 | 20.22 | -13.82 | 17.80 | 40.81 |
| Sharpe Ratio | NA | 0.44 | 0.67 | 0.38 | 0.36 | NA | NA | 0.50 | 1.24 | 0.29 | 1.10 | -1.08 | 0.34 | 0.87 | 2.36 | -0.92 | 4.66 | 0.30 | -0.44 | -0.34 | 1.02 | 1.60 | -0.64 | 1.07 | 3.72 |
| Standard Deviation(%) | NA | 15.24 | 14.13 | 15.69 | 16.22 | NA | NA | 15.73 | 17.99 | 11.42 | 11.54 | 21.56 | 14.91 | 28.81 | 11.45 | 14.61 | 6.98 | 13.51 | 12.80 | 9.64 | 10.26 | 12.69 | 21.62 | 16.61 | 17.87 |
| Draw Down(%) | NA | 15.00 | 15.00 | 33.40 | 33.40 | NA | NA | 33.40 | 13.24 | 8.28 | 11.60 | 29.49 | 10.36 | 32.06 | 7.16 | 21.04 | 2.94 | 11.69 | 17.20 | 12.17 | 11.30 | 12.45 | 24.16 | 13.63 | 5.88 |
| Yield(%) | 0.00 | 3.92 | 3.08 | 3.75 | 3.61 | 4.00 | 4.20 | 5.25 | 0.00 | 4.27 | 3.25 | 1.03 | 7.18 | 0.54 | 5.40 | 2.29 | 2.93 | 1.44 | 0.97 | 5.77 | 2.56 | 1.98 | 1.75 | 2.03 | 2.01 |
Data as of 06/25/2025, AR inception is 05/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWGX (NEW WORLD FUND INC CLASS R-6) |
-2.66%
Feb 2013 - Feb 2016 |
-0.25%
Feb 2011 - Feb 2016 |
3.82%
Mar 2010 - Mar 2020 |
6.10%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWGX (NEW WORLD FUND INC CLASS R-6) |
19.48%
Oct 2018 - Oct 2021 |
16.72%
Feb 2016 - Feb 2021 |
10.11%
Sep 2011 - Sep 2021 |
7.75%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart