ANEFX vs. CAEIX
Compare and contrast key facts about American Funds The New Economy Fund (ANEFX) and Calvert Global Energy Solutions Fund (CAEIX).
ANEFX is managed by American Funds. It was launched on Nov 30, 1983. CAEIX is managed by Calvert Research and Management. It was launched on May 30, 2007.
Performance
ANEFX vs. CAEIX - Performance Comparison
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ANEFX vs. CAEIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANEFX American Funds The New Economy Fund | -8.49% | 31.01% | 23.58% | 29.14% | -29.67% | 12.85% | 33.47% | 26.46% | -4.36% | 34.37% |
CAEIX Calvert Global Energy Solutions Fund | 4.22% | 32.61% | -7.13% | 5.67% | -17.43% | 6.73% | 61.52% | 33.48% | -19.26% | 29.65% |
Returns By Period
In the year-to-date period, ANEFX achieves a -8.49% return, which is significantly lower than CAEIX's 4.22% return. Over the past 10 years, ANEFX has outperformed CAEIX with an annualized return of 13.50%, while CAEIX has yielded a comparatively lower 9.93% annualized return.
ANEFX
- 1D
- -1.45%
- 1M
- -11.34%
- YTD
- -8.49%
- 6M
- -0.97%
- 1Y
- 27.41%
- 3Y*
- 20.27%
- 5Y*
- 8.57%
- 10Y*
- 13.50%
CAEIX
- 1D
- -0.48%
- 1M
- -7.32%
- YTD
- 4.22%
- 6M
- 8.40%
- 1Y
- 41.40%
- 3Y*
- 7.69%
- 5Y*
- 3.40%
- 10Y*
- 9.93%
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ANEFX vs. CAEIX - Expense Ratio Comparison
ANEFX has a 0.75% expense ratio, which is lower than CAEIX's 0.99% expense ratio.
Return for Risk
ANEFX vs. CAEIX — Risk / Return Rank
ANEFX
CAEIX
ANEFX vs. CAEIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The New Economy Fund (ANEFX) and Calvert Global Energy Solutions Fund (CAEIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ANEFX | CAEIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.30 | 2.20 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.90 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 3.39 | -1.61 |
Martin ratioReturn relative to average drawdown | 7.69 | 14.41 | -6.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANEFX | CAEIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.30 | 2.20 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.18 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.51 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.03 | +0.67 |
Correlation
The correlation between ANEFX and CAEIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ANEFX vs. CAEIX - Dividend Comparison
ANEFX's dividend yield for the trailing twelve months is around 10.85%, more than CAEIX's 0.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANEFX American Funds The New Economy Fund | 10.85% | 9.93% | 9.59% | 3.96% | 0.00% | 8.24% | 2.47% | 7.34% | 10.00% | 8.28% | 4.61% | 6.16% |
CAEIX Calvert Global Energy Solutions Fund | 0.69% | 0.72% | 1.17% | 1.07% | 0.86% | 0.49% | 0.82% | 1.23% | 2.00% | 1.40% | 1.79% | 0.72% |
Drawdowns
ANEFX vs. CAEIX - Drawdown Comparison
The maximum ANEFX drawdown since its inception was -61.28%, smaller than the maximum CAEIX drawdown of -75.81%. Use the drawdown chart below to compare losses from any high point for ANEFX and CAEIX.
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Drawdown Indicators
| ANEFX | CAEIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.28% | -75.81% | +14.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -11.07% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.63% | -32.58% | -4.05% |
Max Drawdown (10Y)Largest decline over 10 years | -36.63% | -37.54% | +0.91% |
Current DrawdownCurrent decline from peak | -13.35% | -13.12% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -11.48% | -49.06% | +37.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.09% | 2.62% | +0.47% |
Volatility
ANEFX vs. CAEIX - Volatility Comparison
The current volatility for American Funds The New Economy Fund (ANEFX) is 6.51%, while Calvert Global Energy Solutions Fund (CAEIX) has a volatility of 6.88%. This indicates that ANEFX experiences smaller price fluctuations and is considered to be less risky than CAEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANEFX | CAEIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 6.88% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.19% | 12.14% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.67% | 18.28% | +2.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.17% | 19.08% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 19.61% | -0.62% |