ANWFX
American Funds New Perspective Fund Class F-2
Mutual fund
$75.31+0.49 (+0.65%)Close Oct 2, 2026
Aug 1, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $62,346
- CAGR
- +10.60%
- Max drawdown
- −43.66%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.44%
- 3M
- +0.98%
- 6M
- +12.15%
- YTD
- +7.22%
- 1Y
- +8.96%
- 3Y
- +19.55%
- 5Y
- +8.38%
- 10Y
- +13.25%
- 15Y
- +13.24%
- Since 2008
- +10.60%
Metrics
Since 2008| Volatility | 19.19% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.24 |
| Best year, 2009 | +37.82% |
| Worst year, 2022 | −25.76% |
| Positive years | 14 of 17 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.7% | Aug 2008 | Mar 2009 | Apr 2010 | 1.7 years |
| −34.3% | Nov 2021 | Oct 2022 | May 2024 | 2.5 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.9% | May 2011 | Oct 2011 | Sep 2012 | 1.4 years |
| −18.9% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2008 from Aug 1 · 2026 through Oct 2