ANWPX
American Funds New Perspective Fund Class A
Mutual fund
$75.61+0.50 (+0.67%)Close Oct 2, 2026
Jan 2, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $935,551
- CAGR
- +10.20%
- Max drawdown
- −52.34%
- Sharpe ratio
- 0.68
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.43%
- 3M
- +0.93%
- 6M
- +12.05%
- YTD
- +7.08%
- 1Y
- +8.76%
- 3Y
- +19.32%
- 5Y
- +8.16%
- 10Y
- +13.02%
- 15Y
- +13.00%
- 20Y
- +9.88%
- 25Y
- +10.39%
- 30Y
- +10.50%
- Since 1980
- +10.20%
Metrics
Since 1980| Volatility | 16.26% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.19 |
| Best year, 1999 | +40.00% |
| Worst year, 2008 | −37.87% |
| Positive years | 35 of 46 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.3% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −42.9% | Mar 2000 | Oct 2002 | Nov 2004 | 4.7 years |
| −34.4% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −32.3% | Oct 1987 | Dec 1987 | Mar 1992 | 4.4 years |
Annual returns
2026 through Oct 2