Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNGBX (NEW ECONOMY FUND CLASS R-2) | 13.78% | 39.62% | 26.16% | 11.38% | 14.83% | 13.42% | 11.15% | … | … |
Data as of 06/10/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGBX (NEW ECONOMY FUND CLASS R-2) | 06/10/2002 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.48 | 39.62 | 26.16 | 11.38 | 14.83 | 13.42 | 11.15 | … | … | 13.78 | 29.99 | 22.66 | 28.22 | -30.22 | 11.21 | 32.46 | 25.49 | -5.11 | 33.31 | 1.44 | 2.98 | 3.76 | 42.33 | 23.07 | -6.40 | 12.48 | 43.91 | -42.35 | 10.51 | 13.80 | 11.31 | 11.58 | 37.69 | -17.30 |
| Sharpe Ratio | NA | 2.28 | 1.33 | 0.48 | 0.68 | NA | NA | … | … | 1.74 | 1.29 | 1.21 | 1.82 | -1.19 | 0.69 | 1.02 | 1.81 | -0.37 | 3.89 | 0.08 | 0.20 | 0.30 | 3.88 | 1.82 | -0.29 | 0.69 | 1.69 | -1.20 | 0.49 | 0.95 | 0.93 | 0.91 | 2.06 | -0.97 |
| Standard Deviation(%) | NA | 17.90 | 18.09 | 19.57 | 19.26 | NA | NA | … | … | 21.45 | 21.17 | 15.77 | 13.65 | 26.71 | 16.29 | 31.31 | 13.28 | 17.75 | 8.43 | 15.26 | 14.60 | 12.29 | 10.91 | 12.79 | 22.40 | 17.85 | 25.97 | 36.02 | 15.14 | 11.00 | 9.72 | 11.68 | 17.94 | 30.48 |
| Draw Down(%) | NA | 13.46 | 20.93 | 37.50 | 37.50 | NA | NA | … | … | 13.46 | 20.93 | 10.32 | 10.12 | 34.39 | 9.54 | 30.54 | 8.23 | 20.13 | 3.72 | 14.99 | 14.73 | 9.28 | 6.92 | 10.22 | 21.50 | 15.23 | 21.22 | 52.01 | 9.84 | 12.21 | 8.26 | 12.49 | 17.80 | 30.25 |
| Yield(%) | 0.00 | 12.96 | 11.25 | 6.94 | 9.80 | 10.78 | 9.81 | … | … | 0.00 | 13.69 | 12.52 | 5.23 | 0.00 | 8.76 | 3.44 | 8.94 | 8.59 | 10.57 | 2.11 | 5.84 | 8.27 | 8.48 | 3.72 | 0.00 | 0.00 | 0.00 | 0.21 | 9.11 | 0.13 | 0.06 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGBX (NEW ECONOMY FUND CLASS R-2) |
-14.50%
Feb 2006 – Feb 2009 |
-5.18%
Feb 2004 – Feb 2009 |
6.08%
Jan 2006 – Jan 2016 |
6.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGBX (NEW ECONOMY FUND CLASS R-2) |
30.37%
May 2023 – May 2026 |
25.60%
Feb 2009 – Feb 2014 |
16.53%
Feb 2009 – Feb 2019 |
14.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
