It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NEFFX: NEW ECONOMY FUND CLASS F-2 (MUTUAL FUND)
Basic Info 84.71 4.08(4.60%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 11.45% |
| Expenses | 0.59% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.1 | 15.9 | 45.0 | 28.4 | 11.3 | 14.9 | 13.7 | 12.9 | 31.3 | 23.9 | 29.5 | -29.5 | 4.2 | 30.5 | 26.8 | -4.2 | 34.7 | 2.4 | 4.0 | 4.8 | 43.7 | 24.4 | -5.4 | 13.9 | 45.6 | -31.3 |
| Sharpe Ratio | NA | 2.96 | 3.1 | 1.56 | 0.51 | 0.72 | NA | 0.6 | 1.35 | 1.29 | 1.91 | -1.16 | 0.24 | 0.96 | 1.91 | -0.31 | 4.05 | 0.15 | 0.27 | 0.39 | 4.01 | 1.92 | -0.24 | 0.77 | 1.75 | -1.21 |
| Draw Down(%) | NA | 13.3 | 13.3 | 20.8 | 41.5 | 41.5 | NA | 43.4 | 20.8 | 10.3 | 9.9 | 33.9 | 15.5 | 30.5 | 8.2 | 19.7 | 3.7 | 14.9 | 14.6 | 9.0 | 6.8 | 10.1 | 21.3 | 14.9 | 21.1 | 43.0 |
| Standard Deviation(%) | NA | 20.5 | 17.2 | 17.9 | 19.6 | 19.3 | NA | 19.9 | 21.2 | 15.8 | 13.6 | 26.7 | 17.3 | 31.4 | 13.2 | 17.8 | 8.4 | 15.3 | 14.6 | 12.3 | 10.9 | 12.8 | 22.4 | 17.9 | 26.0 | 52.4 |
| Treynor Ratio | NA | 0.65 | 0.58 | 0.35 | 0.13 | 0.18 | NA | 0.15 | 0.35 | 0.26 | 0.38 | -0.44 | 0.06 | 0.38 | 0.42 | -0.07 | 0.4 | 0.02 | 0.05 | 0.06 | 0.52 | 0.3 | -0.07 | 0.15 | 0.44 | -0.66 |
| Alpha | NA | 0.16 | 0.11 | 0.04 | 0.02 | 0.01 | NA | 0.01 | 0.06 | 0.0 | 0.0 | 0.0 | -0.02 | -0.04 | 0.0 | -0.02 | 0.02 | 0.01 | -0.01 | -0.02 | 0.04 | 0.03 | -0.02 | 0.01 | 0.03 | -0.01 |
| Beta | NA | 0.94 | 0.91 | 0.8 | 0.75 | 0.76 | NA | 0.82 | 0.82 | 0.78 | 0.69 | 0.71 | 0.68 | 0.8 | 0.61 | 0.82 | 0.86 | 0.96 | 0.86 | 0.87 | 0.84 | 0.82 | 0.82 | 0.91 | 1.03 | 0.95 |
| RSquared | NA | 0.73 | 0.78 | 0.88 | 0.88 | 0.86 | NA | 0.89 | 0.93 | 0.91 | 0.91 | 0.97 | 0.72 | 0.85 | 0.7 | 0.92 | 0.78 | 0.87 | 0.9 | 0.92 | 0.85 | 0.87 | 0.95 | 0.94 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.7 | 11.0 | 5.2 | 0.1 | 0.0 | 0.3 | 8.9 | 8.8 | 10.5 | 2.6 | 6.3 | 8.8 | 9.0 | 4.7 | 0.7 | 1.2 | 1.2 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 22.5 | 159.9 | 2597.6 | N/A | -100.0 | -96.1 | -13.5 | 5.4 | 319.8 | -60.8 | -30.7 | 27.0 | 128.8 | 502.1 | -33.6 | 52.9 | -27.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 2.06% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 2.68% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 1.07% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 1.34% (97%)
- GAM (General American Investors Closed Fund) 1.52% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.51% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 2.24% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.17% (22%)
Latest Articles Related to NEFFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
