Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNWCX (NEW WORLD FUND INC CLASS 529-C) | 13.63% | 28.30% | 16.85% | 3.74% | 9.25% | 6.00% | 6.91% | … | … |
Data as of 06/12/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWCX (NEW WORLD FUND INC CLASS 529-C) | 03/15/2002 | 06/12/2026 |
| 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 (%) | 2.81 | 28.30 | 16.85 | 3.74 | 9.25 | 6.00 | 6.91 | … | … | 13.63 | 27.16 | 5.61 | 14.84 | -22.70 | -2.81 | 23.81 | 26.50 | -13.03 | 31.41 | 3.01 | -6.81 | -4.48 | 9.06 | 18.70 | -14.88 | 16.33 | 50.98 | -46.78 | 31.82 | 32.21 | 21.11 | 19.68 | 42.03 | -13.81 |
| Sharpe Ratio | NA | 1.60 | 0.96 | 0.08 | 0.45 | NA | NA | … | … | 1.46 | 1.68 | 0.17 | 0.98 | -1.12 | -0.17 | 0.81 | 2.17 | -0.99 | 4.44 | 0.21 | -0.53 | -0.47 | 0.88 | 1.48 | -0.69 | 0.98 | 2.30 | -1.35 | 1.66 | 2.22 | 2.16 | 1.39 | 4.00 | -1.50 |
| Standard Deviation(%) | NA | 16.06 | 14.16 | 16.01 | 16.50 | NA | NA | … | … | 20.83 | 14.50 | 11.42 | 11.54 | 21.55 | 16.52 | 28.81 | 11.52 | 14.62 | 6.96 | 13.53 | 12.81 | 9.65 | 10.28 | 12.70 | 21.62 | 16.61 | 22.15 | 35.31 | 17.35 | 13.01 | 8.72 | 13.45 | 10.34 | 12.06 |
| Draw Down(%) | NA | 13.10 | 15.51 | 38.50 | 38.50 | NA | NA | … | … | 13.10 | 13.37 | 8.35 | 11.85 | 30.15 | 15.98 | 32.24 | 7.24 | 21.88 | 2.99 | 11.81 | 17.63 | 12.67 | 11.42 | 12.70 | 24.54 | 13.80 | 18.27 | 56.29 | 14.50 | 18.08 | 8.06 | 14.92 | 9.85 | 23.43 |
| Yield(%) | 0.00 | 5.55 | 3.79 | 1.71 | 2.34 | 1.94 | 3.04 | … | … | 0.00 | 6.24 | 3.05 | 1.83 | 0.00 | 0.00 | 0.00 | 3.61 | 1.13 | 1.27 | 0.12 | 0.00 | 4.65 | 1.34 | 0.64 | 0.67 | 0.89 | 0.94 | 0.23 | 9.53 | 7.25 | 1.56 | 1.24 | 2.37 | 0.00 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| CNWCX (NEW WORLD FUND INC CLASS 529-C) |
-8.93%
Feb 2006 – Feb 2009 |
-2.60%
Oct 2007 – Oct 2012 |
1.66%
Oct 2007 – Oct 2017 |
0.97%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWCX (NEW WORLD FUND INC CLASS 529-C) |
33.68%
Oct 2004 – Oct 2007 |
30.43%
Oct 2002 – Oct 2007 |
13.56%
Mar 2003 – Mar 2013 |
11.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart