RNPEX
American Funds New Perspective Fund Class R-4
Mutual fund
$74.03+0.49 (+0.67%)Close Oct 2, 2026
May 28, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $103,629
- CAGR
- +10.08%
- Max drawdown
- −52.36%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.42%
- 3M
- +0.93%
- 6M
- +12.01%
- YTD
- +7.04%
- 1Y
- +8.71%
- 3Y
- +19.27%
- 5Y
- +8.12%
- 10Y
- +12.98%
- 15Y
- +12.96%
- 20Y
- +9.84%
- Since 2002
- +10.08%
Metrics
Since 2002| Volatility | 18.18% |
|---|---|
| Sortino ratio | 0.87 |
| Calmar ratio | 0.19 |
| Best year, 2009 | +37.46% |
| Worst year, 2008 | −37.88% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.4% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −34.5% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −27.9% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −19.0% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
2002 from May 28 · 2026 through Oct 2