RNWGX vs. MIN
RNWGX (American Funds New World Fund® Class R-6) is Emerging Markets Equities fund managed by American Funds, while MIN (MFS Intermediate Income Trust) is a stock. Over the past 10 years, RNWGX returned 10.55%/yr vs 2.57%/yr for MIN. Their 0.12 correlation means their historical movements had little consistent relationship.
Performance
RNWGX vs. MIN - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RNWGX achieves a 13.85% return, which is significantly higher than MIN's -2.18% return. Over the past 10 years, RNWGX has outperformed MIN with an annualized return of 10.55%, while MIN has yielded a comparatively lower 2.57% annualized return.
RNWGX
- 1D
- -0.20%
- 1M
- 0.11%
- 6M
- 7.29%
- YTD
- 13.85%
- 1Y
- 26.75%
- 3Y*
- 17.24%
- 5Y*
- 6.59%
- 10Y*
- 10.55%
- ALL TIME*
- 7.91%
MIN
- 1D
- 0.41%
- 1M
- -1.21%
- 6M
- -1.77%
- YTD
- -2.18%
- 1Y
- -1.92%
- 3Y*
- 4.87%
- 5Y*
- 0.37%
- 10Y*
- 2.57%
- ALL TIME*
- 2.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $437.83K | $405.57K | $437.56K | |
| $0.00 | $0.00 | $0.00 |
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 | 13.85% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -12.00% | 33.07% |
MIN MFS Intermediate Income Trust | -2.18% | 6.92% | 8.59% | 6.33% | -15.68% | 2.79% | 9.71% | 13.42% | -2.99% | 2.36% |
Correlation
The correlation between RNWGX and MIN is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.15 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2010 | 0.12 |
The correlation between RNWGX and MIN shifts across timeframes, from 0.05 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RNWGX | MIN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.82 | ||
| Sortino ratioReturn per unit of downside risk | +2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.98 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | -0.31 | +2.55 |
| Martin ratioReturn relative to average drawdown | 8.09 | -0.65 | +8.74 |
Loading charts...
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.
Loading charts...
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 (3Y)Largest decline over 3 years | -15.00% | -7.08% | -7.92% |
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 | -4.19% | -4.02% | -0.17% |
Average DrawdownAverage peak-to-trough decline | -8.02% | -8.83% | +0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 2.95% | +0.64% |
Volatility
RNWGX vs. MIN - Volatility Comparison
American Funds New World Fund® Class R-6 (RNWGX) has a higher volatility of 7.14% compared to MFS Intermediate Income Trust (MIN) at 2.69%. 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.
Loading charts...
Volatility by Period
| RNWGX | MIN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 2.69% | +4.45% |
Volatility (6M)Calculated over the trailing 6-month period | 15.95% | 8.75% | +7.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.80% | 10.79% | +7.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 11.22% | +4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 10.41% | +5.93% |
Dividends
RNWGX vs. MIN - Dividend Comparison
RNWGX's dividend yield for the trailing twelve months is around 5.35%, less than MIN's 9.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MIN MFS Intermediate Income Trust | 9.55% | 8.78% | 9.11% | 9.36% | 10.04% | 8.97% | 8.90% | 9.04% | 9.70% | 9.37% | 9.39% | 9.71% |
RNWGX American Funds New World Fund® Class R-6 | 5.35% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
Frequently Asked Questions
RNWGX and MIN have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RNWGX has higher volatility (7.14%) compared to MIN (2.69%). In terms of maximum drawdown, RNWGX dropped -33.40% vs MIN's -31.15%.
RNWGX currently has the higher Sharpe Ratio (1.64 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for RNWGX and MIN
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer