RPEBX
American Funds New Perspective Fund Class R-2E
Mutual fund
$73.07+0.47 (+0.65%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $35,060
- CAGR
- +10.93%
- Max drawdown
- −34.74%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.38%
- 3M
- +0.80%
- 6M
- +11.76%
- YTD
- +6.67%
- 1Y
- +8.21%
- 3Y
- +18.73%
- 5Y
- +7.63%
- 10Y
- +12.47%
- Since 2014
- +10.93%
Metrics
Since 2014| Volatility | 17.35% |
|---|---|
| Sortino ratio | 0.95 |
| Calmar ratio | 0.31 |
| Best year, 2020 | +32.80% |
| Worst year, 2022 | −26.27% |
| Positive years | 9 of 11 |
| Longest drawdown | 2.7 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −34.7% | Nov 2021 | Oct 2022 | Jul 2024 | 2.7 years |
| −32.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −19.1% | Aug 2018 | Dec 2018 | Apr 2019 | 8 months |
| −18.0% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −16.9% | May 2015 | Feb 2016 | Sep 2016 | 1.3 years |
Annual returns
2014 from Aug 29 · 2026 through Oct 2