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ANFBX: NEW ECONOMY FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2000 |
| Last Dividend Date: | 12/23/2016 |
| 12-Mo. Yield | 2.19% |
| Expenses | 1.62% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -8.1 | 3.4 | 4.2 | 0.9 | 9.6 | -0.7 | -2.9 | 3.8 | 42.3 | 23.0 | -6.4 | 12.5 | 44.1 | -42.3 | 10.6 | 13.8 | 11.3 | 11.6 | 37.6 | -26.6 | -18.0 | -21.0 |
| Sharpe Ratio | NA | 1.25 | 0.46 | 0.99 | 0.33 | NA | 0.14 | 5.58 | -0.06 | -0.19 | 0.31 | 3.87 | 1.81 | -0.28 | 0.7 | 1.69 | -1.2 | 0.5 | 0.96 | 0.95 | 0.91 | 2.06 | -1.07 | -0.78 | -1.43 |
| Draw Down(%) | NA | 8.7 | 21.5 | 21.5 | 55.8 | NA | 60.6 | 1.5 | 15.0 | 14.7 | 9.3 | 6.9 | 10.3 | 21.5 | 15.2 | 21.2 | 52.0 | 9.8 | 12.1 | 8.3 | 12.5 | 17.7 | 39.6 | 39.4 | 26.4 |
| Standard Deviation(%) | NA | 12.0 | 13.6 | 13.1 | 19.8 | NA | 19.3 | 7.2 | 15.4 | 15.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 26.0 | 36.0 | 15.1 | 11.0 | 9.7 | 11.6 | 17.9 | 26.0 | 26.5 | 21.8 |
| Treynor Ratio | NA | 0.15 | 0.07 | 0.15 | 0.07 | NA | 0.03 | 0.44 | -0.01 | -0.04 | 0.04 | 0.51 | 0.28 | -0.08 | 0.14 | 0.43 | -0.46 | 0.09 | 0.14 | 0.12 | 0.15 | 0.43 | -0.37 | -0.3 | -0.62 |
| Alpha | NA | 0.01 | -0.02 | 0.0 | -0.01 | NA | 0.01 | 0.02 | 0.01 | -0.01 | -0.03 | 0.04 | 0.03 | -0.03 | 0.01 | 0.02 | -0.04 | 0.0 | 0.04 | 0.01 | 0.02 | 0.05 | 0.01 | 0.02 | -0.07 |
| Beta | NA | 1.0 | 0.9 | 0.87 | 0.91 | NA | 0.8 | 0.92 | 0.97 | 0.67 | 0.87 | 0.84 | 0.82 | 0.82 | 0.9 | 1.03 | 0.94 | 0.87 | 0.78 | 0.75 | 0.72 | 0.86 | 0.76 | 0.69 | 0.51 |
| RSquared | NA | 0.82 | 0.88 | 0.88 | 0.92 | NA | 0.86 | 0.77 | 0.87 | 0.61 | 0.92 | 0.85 | 0.87 | 0.94 | 0.95 | 0.95 | 0.95 | 0.89 | 0.83 | 0.83 | 0.8 | 0.84 | 0.86 | 0.84 | 0.72 |
| Yield(%) | N/A | 2.2 | 5.4 | 7.1 | 4.3 | 4.4 | N/A | 0.0 | 2.1 | 5.9 | 8.4 | 8.6 | 3.8 | 0.0 | 0.0 | 0.0 | 0.1 | 9.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 9.3 |
| Dividend Growth(%) | N/A | -65.6 | 77.5 | 274.5 | N/A | N/A | N/A | -100.0 | -65.6 | -31.9 | 26.6 | 173.1 | N/A | N/A | N/A | -100.0 | -99.0 | 18315.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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