CNPEX
American Funds New Perspective Fund Class 529-E
Mutual fund
$72.92+0.48 (+0.66%)Close Oct 2, 2026
Feb 28, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $98,218
- CAGR
- +9.74%
- Max drawdown
- −52.56%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.41%
- 3M
- +0.86%
- 6M
- +11.89%
- YTD
- +6.86%
- 1Y
- +8.44%
- 3Y
- +18.98%
- 5Y
- +7.86%
- 10Y
- +12.70%
- 15Y
- +12.66%
- 20Y
- +9.54%
- Since 2002
- +9.74%
Metrics
Since 2002| Volatility | 18.13% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +36.99% |
| Worst year, 2008 | −38.08% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.6% | Oct 2007 | Mar 2009 | Dec 2012 | 5.1 years |
| −34.6% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −29.7% | Mar 2002 | Oct 2002 | Oct 2003 | 1.6 years |
| −19.0% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2002 from Feb 28 · 2026 through Oct 2