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NEWBX: NEW WORLD FUND INC CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2000 |
| Last Dividend Date: | 12/26/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.80% |
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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 | -4.7 | -0.6 | 6.0 | 4.0 | -18.1 | 3.1 | -6.7 | -4.4 | 9.2 | 18.8 | -14.8 | 16.5 | 51.0 | -46.7 | 31.8 | 32.4 | 21.2 | 19.9 | 42.2 | -5.3 | -4.8 | -23.1 |
| Sharpe Ratio | NA | -0.48 | -0.44 | -0.13 | -0.03 | NA | 0.16 | -0.9 | 0.21 | -0.53 | -0.45 | 0.89 | 1.49 | -0.69 | 0.99 | 2.3 | -1.35 | 1.67 | 2.25 | 2.19 | 1.41 | 4.02 | -0.55 | -0.49 | -2.06 |
| Draw Down(%) | NA | 26.1 | 29.2 | 29.2 | 57.1 | NA | 57.1 | 26.1 | 11.8 | 17.6 | 12.6 | 11.4 | 12.7 | 24.5 | 13.7 | 18.3 | 56.3 | 14.5 | 18.1 | 8.1 | 14.9 | 9.8 | 23.4 | 26.1 | 25.7 |
| Standard Deviation(%) | NA | 31.9 | 20.9 | 17.7 | 20.9 | NA | 18.0 | 58.4 | 13.5 | 12.8 | 9.7 | 10.3 | 12.7 | 21.6 | 16.6 | 22.1 | 35.3 | 17.4 | 13.0 | 8.7 | 13.4 | 10.3 | 11.7 | 14.8 | 16.5 |
| Treynor Ratio | NA | -0.19 | -0.13 | -0.03 | -0.01 | NA | 0.04 | -0.41 | 0.04 | -0.1 | -0.07 | 0.14 | 0.25 | -0.18 | 0.22 | 0.77 | -0.7 | 0.42 | 0.44 | 0.32 | 0.3 | 0.78 | -0.12 | -0.14 | -0.47 |
| Alpha | NA | -0.11 | -0.04 | -0.01 | -0.01 | NA | 0.0 | -0.43 | -0.02 | 0.02 | -0.02 | 0.05 | 0.02 | 0.0 | 0.01 | 0.01 | -0.06 | 0.01 | 0.04 | 0.01 | 0.01 | 0.04 | -0.01 | -0.02 | -0.04 |
| Beta | NA | 0.82 | 0.69 | 0.69 | 0.7 | NA | 0.68 | 1.27 | 0.73 | 0.66 | 0.65 | 0.64 | 0.75 | 0.82 | 0.76 | 0.66 | 0.68 | 0.7 | 0.67 | 0.59 | 0.63 | 0.54 | 0.53 | 0.53 | 0.73 |
| RSquared | NA | 0.15 | 0.34 | 0.43 | 0.77 | NA | 0.76 | 0.05 | 0.89 | 0.88 | 0.75 | 0.8 | 0.92 | 0.95 | 0.94 | 0.94 | 0.94 | 0.94 | 0.91 | 0.77 | 0.62 | 0.57 | 0.67 | 0.69 | 0.82 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.4 | 1.8 | 3.9 | N/A | 0.0 | 0.0 | 0.0 | 4.6 | 1.2 | 0.5 | 0.5 | 0.8 | 0.8 | 0.2 | 9.5 | 7.2 | 1.6 | 1.3 | 2.3 | 0.6 | 1.7 | 1.1 |
| Dividend Growth(%) | N/A | N/A | 128.6 | -37.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | 316.0 | 158.4 | -10.6 | -31.8 | 52.3 | 142.2 | -97.6 | 61.7 | 448.0 | 45.2 | -21.2 | 293.0 | -69.3 | 15.4 | 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 DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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