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RNWHX: NEW WORLD FUND INC CLASS R-5E (MUTUAL FUND)
Basic Info 102.06 5.1(4.76%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.54% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.5 | 11.0 | 27.8 | 17.6 | 5.8 | 10.6 | 10.1 | 21.2 | 6.7 | 16.1 | -21.9 | 4.9 | 25.2 | 27.9 | -12.1 | 32.9 | 4.0 | -2.6 |
| Sharpe Ratio | NA | 1.23 | 1.62 | 1.03 | 0.21 | 0.55 | 0.52 | 1.21 | 0.27 | 1.09 | -1.09 | 0.33 | 0.86 | 2.31 | -0.93 | 4.54 | 0.28 | -1.91 |
| Draw Down(%) | NA | 13.0 | 13.0 | 15.1 | 33.5 | 33.5 | 33.5 | 13.3 | 8.3 | 11.6 | 29.6 | 10.4 | 32.1 | 7.2 | 21.1 | 3.0 | 11.7 | 4.9 |
| Standard Deviation(%) | NA | 20.4 | 15.5 | 14.0 | 15.6 | 16.3 | 16.2 | 15.5 | 11.4 | 11.5 | 21.5 | 14.9 | 28.8 | 11.4 | 14.6 | 7.1 | 13.5 | 11.7 |
| Treynor Ratio | NA | 0.21 | 0.25 | 0.19 | 0.04 | 0.12 | 0.11 | 0.29 | 0.04 | 0.17 | -0.3 | 0.06 | 0.32 | 0.33 | -0.19 | 0.52 | 0.04 | -0.35 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.03 | -0.04 | -0.01 | -0.03 | -0.06 | 0.03 | 0.01 | -0.04 | 0.07 | -0.02 | -0.05 |
| Beta | NA | 1.18 | 1.01 | 0.75 | 0.76 | 0.77 | 0.77 | 0.63 | 0.69 | 0.73 | 0.77 | 0.89 | 0.77 | 0.79 | 0.73 | 0.62 | 0.85 | 0.64 |
| RSquared | NA | 0.69 | 0.66 | 0.66 | 0.71 | 0.76 | 0.76 | 0.62 | 0.62 | 0.74 | 0.8 | 0.67 | 0.88 | 0.78 | 0.71 | 0.38 | 0.74 | 0.82 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 4.2 | 3.1 | 0.9 | 7.1 | 0.4 | 4.9 | 2.2 | 2.9 | 1.5 | 1.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 81.4 | 49.2 | 164.1 | -87.4 | 2011.5 | -89.5 | 85.9 | -1.4 | 112.2 | 34.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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