RNPCX
American Funds New Perspective Fund Class R-3
Mutual fund
$72.76+0.47 (+0.65%)Close Oct 2, 2026
Jun 4, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $98,558
- CAGR
- +9.86%
- Max drawdown
- −52.55%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.40%
- 3M
- +0.85%
- 6M
- +11.85%
- YTD
- +6.80%
- 1Y
- +8.37%
- 3Y
- +18.91%
- 5Y
- +7.79%
- 10Y
- +12.64%
- 15Y
- +12.62%
- 20Y
- +9.51%
- Since 2002
- +9.86%
Metrics
Since 2002| Volatility | 18.19% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +37.09% |
| Worst year, 2008 | −38.09% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.5% | Oct 2007 | Mar 2009 | Dec 2012 | 5.1 years |
| −34.7% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −26.1% | Jun 2002 | Oct 2002 | Sep 2003 | 1.2 years |
| −19.0% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2002 from Jun 4 · 2026 through Oct 2