Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEWBX (NEW WORLD FUND INC CLASS B) | NA | -15.28% | -9.00% | -2.15% | -0.33% | 6.03% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEWBX (NEW WORLD FUND INC CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -25.96 | -15.28 | -9.00 | -2.15 | -0.33 | 6.03 | NA | … | … | -18.08 | 3.05 | -6.72 | -4.38 | 9.17 | 18.79 | -14.80 | 16.52 | 51.01 | -46.73 | 31.84 | 32.37 | 21.23 | 19.88 | 42.20 | -5.35 | -4.77 | -23.14 |
| Sharpe Ratio | NA | -0.48 | -0.44 | -0.13 | -0.03 | NA | NA | … | … | -0.90 | 0.21 | -0.53 | -0.45 | 0.89 | 1.49 | -0.69 | 0.99 | 2.30 | -1.35 | 1.67 | 2.25 | 2.19 | 1.41 | 4.02 | -0.55 | -0.49 | -2.06 |
| Standard Deviation(%) | NA | 31.89 | 20.94 | 17.73 | 20.90 | NA | NA | … | … | 58.38 | 13.52 | 12.81 | 9.67 | 10.27 | 12.69 | 21.64 | 16.59 | 22.15 | 35.31 | 17.35 | 13.01 | 8.72 | 13.44 | 10.33 | 11.72 | 14.82 | 16.45 |
| Draw Down(%) | NA | 26.09 | 29.18 | 29.18 | 57.10 | NA | NA | … | … | 26.09 | 11.79 | 17.59 | 12.62 | 11.39 | 12.68 | 24.51 | 13.71 | 18.28 | 56.27 | 14.49 | 18.07 | 8.07 | 14.93 | 9.81 | 23.39 | 26.11 | 25.70 |
| Yield(%) | 0.00 | 0.00 | 1.51 | 1.42 | 1.80 | 3.94 | 2.44 | … | … | 0.00 | 0.00 | 0.00 | 4.57 | 1.16 | 0.53 | 0.51 | 0.85 | 0.83 | 0.19 | 9.54 | 7.24 | 1.63 | 1.31 | 2.32 | 0.56 | 1.72 | 1.12 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWBX (NEW WORLD FUND INC CLASS B) |
-8.88%
Feb 2006 – Feb 2009 |
-2.53%
Oct 2007 – Oct 2012 |
2.30%
Dec 2006 – Dec 2016 |
6.38%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEWBX (NEW WORLD FUND INC CLASS B) |
33.85%
Mar 2003 – Mar 2006 |
30.86%
Oct 2002 – Oct 2007 |
13.68%
Mar 2003 – Mar 2013 |
9.54%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart