Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) | 14.30% | 41.07% | 27.47% | 12.54% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.47 | 41.07 | 27.47 | 12.54 | NA | NA | NA | … | … | 14.30 | 31.36 | 23.93 | 29.52 | -29.47 | 12.35 | 16.70 |
| Sharpe Ratio | NA | 2.36 | 1.40 | 0.54 | NA | NA | NA | … | … | 1.81 | 1.35 | 1.29 | 1.91 | -1.16 | 0.76 | 11.84 |
| Standard Deviation(%) | NA | 17.93 | 18.10 | 19.57 | NA | NA | NA | … | … | 21.44 | 21.20 | 15.76 | 13.65 | 26.71 | 16.29 | 13.37 |
| Draw Down(%) | NA | 13.31 | 20.77 | 36.91 | NA | NA | NA | … | … | 13.31 | 20.77 | 10.27 | 9.91 | 33.86 | 9.47 | 1.95 |
| Yield(%) | 0.00 | 11.06 | 10.15 | 6.43 | 4.18 | 2.78 | 2.09 | … | … | 0.00 | 11.73 | 11.09 | 5.26 | 0.18 | 7.98 | 3.15 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) |
0.87%
Dec 2020 – Dec 2023 |
9.41%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNNEX (American Funds The New Economy Fund Class 529-F-3) |
31.72%
May 2023 – May 2026 |
14.22%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart