FNFPX
American Funds New Perspective Fund Class 529-F-3
Mutual fund
$75.50+0.49 (+0.65%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $20,185
- CAGR
- +12.59%
- Max drawdown
- −34.28%
- Sharpe ratio
- 0.78
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.44%
- 3M
- +0.99%
- 6M
- +12.18%
- YTD
- +7.27%
- 1Y
- +9.02%
- 3Y
- +19.62%
- 5Y
- +8.43%
- Since 2020
- +12.59%
Metrics
Since 2020| Volatility | 17.08% |
|---|---|
| Sortino ratio | 1.13 |
| Calmar ratio | 0.37 |
| Best year, 2023 | +24.98% |
| Worst year, 2022 | −25.73% |
| Positive years | 4 of 5 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.3% | Nov 2021 | Oct 2022 | May 2024 | 2.5 years |
| −17.9% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −11.4% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
| −8.4% | Jul 2024 | Aug 2024 | Aug 2024 | 1 month |
| −8.3% | Feb 2021 | Mar 2021 | Apr 2021 | 2 months |
Annual returns
2020 from Oct 30 · 2026 through Oct 2