RNPFX
American Funds New Perspective Fund Class R-5
Mutual fund
$75.67+0.50 (+0.67%)Close Oct 2, 2026
May 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $112,440
- CAGR
- +10.43%
- Max drawdown
- −52.16%
- Sharpe ratio
- 0.64
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.45%
- 3M
- +1.00%
- 6M
- +12.19%
- YTD
- +7.27%
- 1Y
- +9.03%
- 3Y
- +19.63%
- 5Y
- +8.44%
- 10Y
- +13.31%
- 15Y
- +13.30%
- 20Y
- +10.17%
- Since 2002
- +10.43%
Metrics
Since 2002| Volatility | 18.17% |
|---|---|
| Sortino ratio | 0.89 |
| Calmar ratio | 0.20 |
| Best year, 2009 | +37.94% |
| Worst year, 2008 | −37.71% |
| Positive years | 19 of 23 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.2% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −34.3% | Nov 2021 | Oct 2022 | May 2024 | 2.5 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −28.8% | May 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −21.9% | May 2011 | Oct 2011 | Sep 2012 | 1.4 years |
Annual returns
2002 from May 15 · 2026 through Oct 2