Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNGAX (NEW ECONOMY FUND CLASS 529-A) | 16.88% | 44.74% | 28.75% | 11.23% | 14.51% | 13.55% | 11.44% | … | … |
Data as of 06/08/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNGAX (NEW ECONOMY FUND CLASS 529-A) | 03/15/2002 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 44.74 | 28.75 | 11.23 | 14.51 | 13.55 | 11.44 | … | … | 16.88 | 30.98 | 23.54 | 29.12 | -29.69 | 3.81 | 30.08 | 26.39 | -4.42 | 34.29 | 2.12 | 3.70 | 4.51 | 43.26 | 23.94 | -5.72 | 13.34 | 45.09 | -41.85 | 11.34 | 14.70 | 12.10 | 12.39 | 38.83 | -25.90 |
| Sharpe Ratio | NA | 2.34 | 1.38 | 0.43 | 0.66 | NA | NA | … | … | 1.79 | 1.33 | 1.26 | 1.88 | -1.17 | 0.22 | 0.95 | 1.87 | -0.33 | 4.00 | 0.13 | 0.25 | 0.37 | 3.97 | 1.88 | -0.26 | 0.74 | 1.73 | -1.18 | 0.54 | 1.03 | 1.01 | 0.98 | 2.12 | -1.19 |
| Standard Deviation(%) | NA | 17.92 | 18.09 | 19.75 | 19.36 | NA | NA | … | … | 21.44 | 21.18 | 15.77 | 13.63 | 26.71 | 17.33 | 31.37 | 13.33 | 17.73 | 8.46 | 15.26 | 14.61 | 12.30 | 10.90 | 12.81 | 22.43 | 17.90 | 25.98 | 36.05 | 15.16 | 11.01 | 9.72 | 11.67 | 17.97 | 27.29 |
| Draw Down(%) | NA | 13.35 | 20.81 | 41.70 | 41.70 | NA | NA | … | … | 13.35 | 20.81 | 10.29 | 9.98 | 34.01 | 15.64 | 30.50 | 8.20 | 19.79 | 3.69 | 14.92 | 14.61 | 9.10 | 6.86 | 10.12 | 21.36 | 15.11 | 21.12 | 51.64 | 9.78 | 12.12 | 8.05 | 12.24 | 17.66 | 38.13 |
| Yield(%) | 0.00 | 11.34 | 10.33 | 4.94 | 7.61 | 9.17 | 8.61 | … | … | 0.00 | 11.97 | 11.15 | 4.98 | 0.00 | 0.00 | 0.02 | 8.72 | 8.58 | 10.28 | 2.23 | 5.99 | 8.50 | 8.69 | 4.32 | 0.46 | 0.77 | 0.72 | 0.88 | 9.63 | 0.83 | 0.73 | 0.43 | 0.23 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGAX (NEW ECONOMY FUND CLASS 529-A) |
-13.81%
Feb 2006 – Feb 2009 |
-4.44%
Feb 2004 – Feb 2009 |
5.67%
May 2002 – May 2012 |
6.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNGAX (NEW ECONOMY FUND CLASS 529-A) |
31.33%
May 2023 – May 2026 |
26.51%
Feb 2009 – Feb 2014 |
17.37%
Feb 2009 – Feb 2019 |
14.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart