RNPHX
American Funds New Perspective Fund Class R-5E
Mutual fund
$74.83+0.49 (+0.66%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $35,241
- CAGR
- +12.29%
- Max drawdown
- −34.35%
- Sharpe ratio
- 0.75
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.44%
- 3M
- +0.97%
- 6M
- +12.14%
- YTD
- +7.21%
- 1Y
- +8.93%
- 3Y
- +19.51%
- 5Y
- +8.33%
- 10Y
- +13.23%
- Since 2015
- +12.29%
Metrics
Since 2015| Volatility | 17.68% |
|---|---|
| Sortino ratio | 1.04 |
| Calmar ratio | 0.36 |
| Best year, 2020 | +33.67% |
| Worst year, 2022 | −25.80% |
| Positive years | 8 of 10 |
| Longest drawdown | 2.5 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.4% | Nov 2021 | Oct 2022 | May 2024 | 2.5 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −18.9% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
| −17.9% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −15.6% | Dec 2015 | Feb 2016 | Jul 2016 | 8 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2