Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNGFX (NEW ECONOMY FUND CLASS R-5) | 14.30% | 41.07% | 27.48% | 10.89% | 14.90% | 13.87% | 11.79% | … | … |
Data as of 06/10/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNGFX (NEW ECONOMY FUND CLASS R-5) | 06/07/2002 | 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 (%) | -6.46 | 41.07 | 27.48 | 10.89 | 14.90 | 13.87 | 11.79 | … | … | 14.30 | 31.36 | 23.94 | 29.56 | -29.46 | 4.31 | 30.58 | 26.82 | -4.11 | 34.74 | 2.48 | 4.11 | 4.87 | 43.82 | 24.38 | -5.37 | 13.74 | 45.70 | -41.66 | 11.68 | 15.04 | 12.50 | 12.74 | 39.19 | -17.16 |
| Sharpe Ratio | NA | 2.37 | 1.40 | 0.45 | 0.68 | NA | NA | … | … | 1.81 | 1.35 | 1.29 | 1.92 | -1.16 | 0.25 | 0.96 | 1.91 | -0.31 | 4.06 | 0.15 | 0.28 | 0.39 | 4.01 | 1.92 | -0.24 | 0.76 | 1.76 | -1.18 | 0.57 | 1.06 | 1.05 | 1.01 | 2.15 | -0.96 |
| Standard Deviation(%) | NA | 17.91 | 18.10 | 19.74 | 19.35 | NA | NA | … | … | 21.44 | 21.18 | 15.77 | 13.64 | 26.71 | 17.27 | 31.37 | 13.27 | 17.76 | 8.43 | 15.27 | 14.58 | 12.31 | 10.91 | 12.79 | 22.40 | 17.89 | 25.98 | 36.05 | 15.15 | 11.04 | 9.71 | 11.68 | 17.91 | 30.44 |
| Draw Down(%) | NA | 13.31 | 20.77 | 41.43 | 41.43 | NA | NA | … | … | 13.31 | 20.77 | 10.27 | 9.92 | 33.85 | 15.46 | 30.47 | 8.17 | 19.65 | 3.69 | 14.91 | 14.54 | 9.02 | 6.82 | 10.03 | 21.31 | 15.04 | 21.07 | 51.49 | 9.73 | 12.05 | 7.97 | 12.13 | 17.62 | 30.34 |
| Yield(%) | 0.00 | 10.93 | 10.05 | 4.90 | 7.96 | 9.60 | 9.11 | … | … | 0.00 | 11.59 | 10.97 | 5.23 | 0.18 | 0.00 | 0.32 | 8.94 | 8.78 | 10.48 | 2.58 | 6.28 | 8.72 | 8.99 | 4.74 | 0.76 | 1.07 | 1.09 | 1.15 | 9.87 | 1.10 | 1.03 | 0.71 | 0.46 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGFX (NEW ECONOMY FUND CLASS R-5) |
-13.53%
Feb 2006 – Feb 2009 |
-4.13%
Feb 2004 – Feb 2009 |
7.25%
Jan 2006 – Jan 2016 |
6.73%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNGFX (NEW ECONOMY FUND CLASS R-5) |
31.73%
May 2023 – May 2026 |
26.99%
Feb 2009 – Feb 2014 |
17.80%
Feb 2009 – Feb 2019 |
14.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
