NPFCX
American Funds New Perspective Fund Class C
Mutual fund
$69.75+0.46 (+0.66%)Close Oct 2, 2026
Mar 15, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $84,754
- CAGR
- +8.72%
- Max drawdown
- −52.85%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.36%
- 3M
- +0.74%
- 6M
- +11.62%
- YTD
- +6.47%
- 1Y
- +7.93%
- 3Y
- +18.42%
- 5Y
- +7.34%
- 10Y
- +12.16%
- 15Y
- +12.13%
- 20Y
- +9.02%
- 25Y
- +9.52%
- Since 2001
- +8.72%
Metrics
Since 2001| Volatility | 18.05% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +36.39% |
| Worst year, 2008 | −38.36% |
| Positive years | 19 of 24 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.9% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −36.4% | May 2001 | Oct 2002 | Jan 2004 | 2.6 years |
| −34.9% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −32.4% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −19.1% | Aug 2018 | Dec 2018 | Apr 2019 | 8 months |
Annual returns
2001 from Mar 15 · 2026 through Oct 2