RNPBX
American Funds New Perspective Fund Class R-2
Mutual fund
$69.70+0.45 (+0.65%)Close Oct 2, 2026
May 21, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $85,862
- CAGR
- +9.23%
- Max drawdown
- −52.91%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.36%
- 3M
- +0.72%
- 6M
- +11.59%
- YTD
- +6.43%
- 1Y
- +7.89%
- 3Y
- +18.38%
- 5Y
- +7.32%
- 10Y
- +12.13%
- 15Y
- +12.12%
- 20Y
- +9.01%
- Since 2002
- +9.23%
Metrics
Since 2002| Volatility | 18.17% |
|---|---|
| Sortino ratio | 0.81 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +36.30% |
| Worst year, 2008 | −38.41% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.9% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −34.9% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −28.8% | May 2002 | Oct 2002 | Oct 2003 | 1.4 years |
| −19.2% | Aug 2018 | Dec 2018 | Apr 2019 | 8 months |
Annual returns
2002 from May 21 · 2026 through Oct 2