Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANFBX (NEW ECONOMY FUND CLASS B) | NA | -27.76% | -9.02% | 2.91% | 1.96% | 4.18% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANFBX (NEW ECONOMY FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -37.75 | -27.76 | -9.02 | 2.91 | 1.96 | 4.18 | NA | … | … | 9.65 | -0.68 | -2.95 | 3.77 | 42.29 | 23.04 | -6.37 | 12.52 | 44.07 | -42.31 | 10.58 | 13.81 | 11.32 | 11.59 | 37.64 | -26.62 | -17.97 | -20.98 |
| Sharpe Ratio | NA | 1.25 | 0.46 | 0.99 | 0.33 | NA | NA | … | … | 5.58 | -0.06 | -0.19 | 0.31 | 3.87 | 1.81 | -0.28 | 0.70 | 1.69 | -1.20 | 0.50 | 0.96 | 0.95 | 0.91 | 2.06 | -1.07 | -0.78 | -1.43 |
| Standard Deviation(%) | NA | 11.97 | 13.65 | 13.14 | 19.80 | NA | NA | … | … | 7.21 | 15.38 | 15.57 | 12.29 | 10.92 | 12.81 | 22.45 | 17.85 | 25.98 | 36.04 | 15.14 | 11.02 | 9.66 | 11.64 | 17.92 | 25.97 | 26.51 | 21.81 |
| Draw Down(%) | NA | 8.73 | 21.53 | 21.53 | 55.82 | NA | NA | … | … | 1.46 | 15.00 | 14.73 | 9.30 | 6.90 | 10.25 | 21.50 | 15.23 | 21.22 | 51.96 | 9.81 | 12.15 | 8.27 | 12.47 | 17.73 | 39.64 | 39.44 | 26.42 |
| Yield(%) | 0.00 | 2.19 | 5.40 | 7.06 | 4.30 | 4.37 | 2.30 | … | … | 0.00 | 2.15 | 5.94 | 8.41 | 8.60 | 3.78 | 0.00 | 0.00 | 0.00 | 0.10 | 9.25 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.33 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFBX (NEW ECONOMY FUND CLASS B) |
-16.07%
Jun 2000 – Jun 2003 |
-5.20%
Jun 2000 – Jun 2005 |
-1.93%
Jun 2000 – Jun 2010 |
3.85%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANFBX (NEW ECONOMY FUND CLASS B) |
24.81%
Feb 2009 – Feb 2012 |
25.61%
Feb 2009 – Feb 2014 |
10.39%
Mar 2003 – Mar 2013 |
7.86%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart