Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNWHX (NEW WORLD FUND INC CLASS R-5E) | 11.02% | 27.79% | 17.65% | 5.83% | 10.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNWHX (NEW WORLD FUND INC CLASS R-5E) | 11/23/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 27.79 | 17.65 | 5.83 | 10.57 | NA | NA | … | … | 11.02 | 21.18 | 6.72 | 16.07 | -21.90 | 4.94 | 25.16 | 27.85 | -12.12 | 32.85 | 4.02 | -2.56 |
| Sharpe Ratio | NA | 1.62 | 1.03 | 0.21 | 0.55 | NA | NA | … | … | 1.23 | 1.21 | 0.27 | 1.09 | -1.09 | 0.33 | 0.86 | 2.31 | -0.93 | 4.54 | 0.28 | -1.91 |
| Standard Deviation(%) | NA | 15.54 | 13.98 | 15.58 | 16.30 | NA | NA | … | … | 20.39 | 15.46 | 11.43 | 11.52 | 21.55 | 14.91 | 28.81 | 11.44 | 14.62 | 7.12 | 13.50 | 11.74 |
| Draw Down(%) | NA | 13.01 | 15.07 | 33.51 | 33.51 | NA | NA | … | … | 13.01 | 13.26 | 8.30 | 11.62 | 29.58 | 10.36 | 32.09 | 7.17 | 21.14 | 2.95 | 11.69 | 4.87 |
| Yield(%) | 0.00 | 6.54 | 4.99 | 3.71 | 4.76 | 3.22 | 2.41 | … | … | 0.00 | 7.28 | 4.18 | 3.12 | 0.91 | 7.12 | 0.41 | 4.89 | 2.22 | 2.95 | 1.46 | 1.03 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWHX (NEW WORLD FUND INC CLASS R-5E) |
-2.62%
Jun 2021 – Jun 2024 |
2.02%
Oct 2017 – Oct 2022 |
9.56%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNWHX (NEW WORLD FUND INC CLASS R-5E) |
20.39%
May 2023 – May 2026 |
16.44%
Feb 2016 – Feb 2021 |
11.55%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart