RNWGX vs. MIN
Compare and contrast key facts about American Funds New World Fund® Class R-6 (RNWGX) and MFS Intermediate Income Trust (MIN).
RNWGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
RNWGX vs. MIN - Performance Comparison
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RNWGX vs. MIN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
MIN MFS Intermediate Income Trust | -2.44% | 6.92% | 8.59% | 6.33% | -15.68% | 2.79% | 9.71% | 13.42% | -2.99% | 2.36% |
Returns By Period
In the year-to-date period, RNWGX achieves a -1.47% return, which is significantly higher than MIN's -2.44% return. Over the past 10 years, RNWGX has outperformed MIN with an annualized return of 9.76%, while MIN has yielded a comparatively lower 2.83% annualized return.
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
MIN
- 1D
- -0.80%
- 1M
- -2.75%
- YTD
- -2.44%
- 6M
- -2.50%
- 1Y
- -0.03%
- 3Y*
- 5.47%
- 5Y*
- 0.95%
- 10Y*
- 2.83%
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Return for Risk
RNWGX vs. MIN — Risk / Return Rank
RNWGX
MIN
RNWGX vs. MIN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund® Class R-6 (RNWGX) and MFS Intermediate Income Trust (MIN). 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.
| RNWGX | MIN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | -0.00 | +1.59 |
Sortino ratioReturn per unit of downside risk | 2.19 | 0.07 | +2.12 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.01 | +0.31 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 0.15 | +1.69 |
Martin ratioReturn relative to average drawdown | 7.62 | 0.49 | +7.13 |
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
| RNWGX | MIN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | -0.00 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.09 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.28 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.18 | +0.28 |
Correlation
The correlation between RNWGX and MIN is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RNWGX vs. MIN - Dividend Comparison
RNWGX's dividend yield for the trailing twelve months is around 6.18%, less than MIN's 9.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
MIN MFS Intermediate Income Trust | 9.15% | 8.78% | 9.11% | 9.36% | 10.04% | 8.97% | 8.90% | 9.04% | 9.70% | 9.37% | 9.39% | 9.71% |
Drawdowns
RNWGX vs. MIN - Drawdown Comparison
The maximum RNWGX drawdown since its inception was -33.40%, which is greater than MIN's maximum drawdown of -31.15%. Use the drawdown chart below to compare losses from any high point for RNWGX and MIN.
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Drawdown Indicators
| RNWGX | MIN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.40% | -31.15% | -2.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -6.20% | -6.80% |
Max Drawdown (5Y)Largest decline over 5 years | -33.40% | -19.31% | -14.09% |
Max Drawdown (10Y)Largest decline over 10 years | -33.40% | -19.31% | -14.09% |
Current DrawdownCurrent decline from peak | -10.73% | -4.27% | -6.46% |
Average DrawdownAverage peak-to-trough decline | -8.12% | -8.87% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 1.83% | +1.30% |
Volatility
RNWGX vs. MIN - Volatility Comparison
American Funds New World Fund® Class R-6 (RNWGX) has a higher volatility of 7.09% compared to MFS Intermediate Income Trust (MIN) at 3.84%. This indicates that RNWGX's price experiences larger fluctuations and is considered to be riskier than MIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RNWGX | MIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 3.84% | +3.25% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 6.95% | +4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 10.08% | +5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 10.85% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 10.29% | +5.69% |