Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) | 10.74% | 26.51% | 16.93% | 4.24% | 9.41% | 6.54% | 7.56% | … | … |
Data as of 06/08/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWAX (NEW WORLD FUND INC 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 (%) | -5.03 | 26.51 | 16.93 | 4.24 | 9.41 | 6.54 | 7.56 | … | … | 10.74 | 28.13 | 6.43 | 15.73 | -22.11 | -1.85 | 24.75 | 27.45 | -12.37 | 32.48 | 3.80 | -6.05 | -3.72 | 9.95 | 19.64 | -14.16 | 17.28 | 52.21 | -46.34 | 32.91 | 33.36 | 22.14 | 20.74 | 43.40 | -13.58 |
| Sharpe Ratio | NA | 1.60 | 1.01 | 0.10 | 0.48 | NA | NA | … | … | 1.22 | 1.75 | 0.25 | 1.06 | -1.10 | -0.11 | 0.85 | 2.25 | -0.94 | 4.59 | 0.27 | -0.47 | -0.39 | 0.97 | 1.56 | -0.66 | 1.04 | 2.36 | -1.34 | 1.72 | 2.31 | 2.28 | 1.47 | 4.12 | -1.48 |
| Standard Deviation(%) | NA | 15.56 | 13.98 | 15.89 | 16.45 | NA | NA | … | … | 20.39 | 14.53 | 11.43 | 11.52 | 21.56 | 16.42 | 28.80 | 11.53 | 14.62 | 6.97 | 13.51 | 12.81 | 9.66 | 10.27 | 12.67 | 21.61 | 16.60 | 22.13 | 35.31 | 17.34 | 13.01 | 8.72 | 13.48 | 10.37 | 12.10 |
| Draw Down(%) | NA | 13.04 | 15.19 | 37.84 | 37.84 | NA | NA | … | … | 13.04 | 13.30 | 8.31 | 11.70 | 29.73 | 15.62 | 32.14 | 7.19 | 21.35 | 2.96 | 11.73 | 17.36 | 12.36 | 11.33 | 12.53 | 24.27 | 13.72 | 18.16 | 56.10 | 14.44 | 18.01 | 7.97 | 14.88 | 9.73 | 23.16 |
| Yield(%) | 0.00 | 6.20 | 4.60 | 2.30 | 3.19 | 2.73 | 4.06 | … | … | 0.00 | 6.94 | 3.82 | 2.78 | 0.67 | 0.41 | 0.11 | 4.48 | 1.87 | 2.44 | 0.93 | 0.50 | 5.34 | 2.09 | 1.49 | 1.38 | 1.61 | 1.79 | 0.88 | 10.20 | 7.97 | 2.27 | 2.00 | 3.09 | 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 |
|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) |
-8.16%
Feb 2006 – Feb 2009 |
-1.80%
Oct 2007 – Oct 2012 |
2.48%
Oct 2007 – Oct 2017 |
1.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWAX (NEW WORLD FUND INC CLASS 529-A) |
34.83%
Mar 2003 – Mar 2006 |
31.47%
Oct 2002 – Oct 2007 |
14.52%
Mar 2003 – Mar 2013 |
11.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart