Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNWFX (NEW WORLD FUND INC CLASS 529-F-1) | 12.36% | 28.48% | 17.65% | 4.72% | 9.86% | 6.84% | 7.82% | … | … |
Data as of 06/09/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNWFX (NEW WORLD FUND INC CLASS 529-F-1) | 03/14/2002 | 06/09/2026 |
| 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 (%) | -4.37 | 28.48 | 17.65 | 4.72 | 9.86 | 6.84 | 7.82 | … | … | 12.36 | 28.35 | 6.61 | 15.93 | -21.94 | -1.68 | 25.04 | 27.74 | -12.18 | 32.76 | 4.04 | -5.89 | -3.50 | 10.15 | 19.90 | -14.00 | 17.50 | 52.50 | -46.23 | 33.16 | 33.56 | 22.25 | 20.62 | 43.16 | -13.07 |
| Sharpe Ratio | NA | 1.61 | 1.02 | 0.12 | 0.45 | NA | NA | … | … | 1.23 | 1.76 | 0.26 | 1.07 | -1.09 | -0.10 | 0.65 | 2.28 | -0.93 | 4.62 | 0.28 | -0.46 | -0.36 | 0.98 | 1.58 | -0.65 | 1.05 | 2.37 | -1.33 | 1.74 | 2.33 | 2.30 | 1.46 | 4.10 | -1.42 |
| Standard Deviation(%) | NA | 15.55 | 13.98 | 15.89 | 18.24 | NA | NA | … | … | 20.39 | 14.51 | 11.43 | 11.54 | 21.56 | 16.44 | 38.06 | 11.52 | 14.62 | 6.97 | 13.51 | 12.81 | 9.66 | 10.28 | 12.70 | 21.62 | 16.61 | 22.13 | 35.33 | 17.35 | 13.00 | 8.71 | 13.47 | 10.35 | 12.09 |
| Draw Down(%) | NA | 13.03 | 15.11 | 37.70 | 37.70 | NA | NA | … | … | 13.03 | 13.27 | 8.30 | 11.66 | 29.60 | 15.58 | 32.12 | 7.18 | 21.19 | 2.96 | 11.70 | 17.29 | 12.28 | 11.32 | 12.50 | 24.21 | 13.70 | 18.14 | 56.06 | 14.43 | 18.01 | 7.99 | 14.90 | 9.77 | 23.15 |
| Yield(%) | 0.00 | 6.47 | 4.88 | 2.50 | 3.56 | 3.01 | 4.39 | … | … | 0.00 | 7.25 | 4.10 | 3.06 | 0.87 | 0.66 | 0.52 | 4.76 | 2.15 | 2.69 | 1.16 | 0.71 | 5.56 | 2.31 | 1.71 | 1.57 | 1.80 | 2.03 | 1.01 | 10.38 | 8.11 | 2.32 | 1.93 | 3.15 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWFX (NEW WORLD FUND INC CLASS 529-F-1) |
-8.00%
Feb 2006 – Feb 2009 |
-1.61%
Oct 2007 – Oct 2012 |
2.69%
Oct 2007 – Oct 2017 |
2.00%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNWFX (NEW WORLD FUND INC CLASS 529-F-1) |
34.99%
Oct 2004 – Oct 2007 |
31.51%
Oct 2002 – Oct 2007 |
14.67%
Mar 2003 – Mar 2013 |
12.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
