FNWFX vs. BLPIX

In the year-to-date period, FNWFX achieves a 5.84% return, which is significantly higher than BLPIX's -4.09% return.

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FNWFX has a 0.57% expense ratio, which is lower than BLPIX's 1.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund Class F-3 (FNWFX) and ProFunds Bull Investor Fund (BLPIX). 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.

The current FNWFX Sharpe Ratio is 0.41, which is comparable to the BLPIX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of FNWFX and BLPIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNWFX's dividend yield for the trailing twelve months is around 1.22%, less than BLPIX's 2.02% yield.

The maximum FNWFX drawdown since its inception was -37.51%, smaller than the maximum BLPIX drawdown of -57.98%. Use the drawdown chart below to compare losses from any high point for FNWFX and BLPIX. For additional features, visit the drawdowns tool.

The current volatility for American Funds New World Fund Class F-3 (FNWFX) is 9.65%, while ProFunds Bull Investor Fund (BLPIX) has a volatility of 14.13%. This indicates that FNWFX experiences smaller price fluctuations and is considered to be less risky than BLPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.