- CUSIP
- 648018828
- Issuer
- American Funds
- Inception Date
- Mar 13, 1973
- Category
- Global Equities
- Index Tracked
- MSCI All Country World Index (ACWI)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
ANWFX Performance Chart
American Funds New Perspective Fund Class F-2 (ANWFX) is up 6.7% since the beginning of the year. ANWFX is currently trading at $75 per share. Investors who bought $1,000 worth of ANWFX shares 5 years ago would now be looking at an investment worth $1,531.
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Returns By Period
American Funds New Perspective Fund Class F-2 (ANWFX) has returned 6.71% so far this year and 20.24% over the past 12 months. Over the last ten years, ANWFX has had an annualized return of 13.79%, just under the S&P 500 Index benchmark’s 13.88%.
American Funds New Perspective Fund Class F-2
- 1D
- 1.09%
- 1M
- 2.01%
- YTD
- 6.71%
- 6M
- 6.54%
- 1Y
- 20.24%
- 3Y*
- 17.36%
- 5Y*
- 8.89%
- 10Y*
- 13.79%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
ANWFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 1, 2008, ANWFX's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, an investment would double in approximately 6.4 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +13.3%, while the worst month was Oct 2008 at -18.2%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 7 months.
On a daily basis, ANWFX closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -11.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.55% | 0.10% | -7.70% | 8.02% | 4.81% | -0.53% | 6.71% | ||||||
| 2025 | 4.40% | -0.95% | -5.13% | 2.29% | 6.97% | 4.78% | 0.49% | 1.86% | 2.99% | 1.97% | -0.41% | 0.99% | 21.60% |
| 2024 | 0.43% | 5.12% | 2.72% | -3.45% | 4.34% | 2.12% | 0.60% | 3.14% | 2.00% | -2.48% | 3.18% | -1.55% | 16.98% |
| 2023 | 8.37% | -2.16% | 4.03% | 1.08% | -0.53% | 5.71% | 2.93% | -2.43% | -4.80% | -3.24% | 9.20% | 5.49% | 24.93% |
| 2022 | -7.82% | -5.04% | 2.83% | -10.33% | -0.79% | -8.93% | 8.19% | -4.77% | -8.82% | 4.57% | 9.31% | -5.20% | -25.76% |
| 2021 | -0.15% | 1.43% | 0.97% | 5.11% | 1.07% | 1.93% | 1.18% | 3.27% | -4.42% | 7.19% | -2.62% | 2.12% | 17.88% |
Benchmark Metrics
American Funds New Perspective Fund Class F-2 has an annualized alpha of 0.52%, beta of 0.92, and R2 of 0.88 versus S&P 500 Index. Calculated based on daily prices since August 01, 2008.
- With beta of 0.92 and R2 of 0.88, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.52%
- Beta
- 0.92
- R²
- 0.88
- Upside Capture
- 97.08%
- Downside Capture
- 98.62%
Expense Ratio
ANWFX has an expense ratio of 0.51%, placing it in the medium range.
Return for Risk
Risk / Return Rank
ANWFX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds New Perspective Fund Class F-2 (ANWFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANWFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 2.78 | -1.07 |
| Martin ratioReturn relative to average drawdown | 7.10 | 12.44 | -5.34 |
Dividends
Dividend History
American Funds New Perspective Fund Class F-2 provided a 6.38% dividend yield over the last twelve months, with an annual payout of $4.79 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.79 | $4.79 | $3.33 | $3.12 | $2.08 | $4.79 | $2.62 | $1.83 | $2.96 | $2.46 | $1.46 | $2.30 |
Dividend yield | 6.38% | 6.81% | 5.38% | 5.60% | 4.42% | 7.25% | 4.35% | 3.90% | 7.88% | 5.72% | 4.14% | 6.39% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds New Perspective Fund Class F-2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.79 | $4.79 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.33 | $3.33 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.12 | $3.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.08 | $2.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.79 | $4.79 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds New Perspective Fund Class F-2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds New Perspective Fund Class F-2 was 49.65%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
The current American Funds New Perspective Fund Class F-2 drawdown is 0.69%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -49.65%Mar 2009 | 7mo 4d | 1y 11mo | 2y 6moAug 2008 - Feb 2011 |
Bear market2022 | -34.32%Oct 2022 | 11mo 10d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
COVID crash2020 | -32.29%Mar 2020 | 1mo 2d | 3mo 19d | 4mo 21dFeb 2020 - Jul 2020 |
2011 bear market2011 | -21.95%Oct 2011 | 5mo 3d | 11mo 16d | 1y 4moMay 2011 - Sep 2012 |
Rate-hike selloffLate 2018 | -18.91%Dec 2018 | 3mo 26d | 3mo 15d | 7mo 11dAug 2018 - Apr 2019 |
Drawdown Indicators
| ANWFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.65% | -56.78% | +7.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.46% | -9.10% | -2.36% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -18.90% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -34.32% | -25.43% | -8.89% |
Max Drawdown (10Y)Largest decline over 10 years | -34.32% | -33.92% | -0.40% |
Current DrawdownCurrent decline from peak | -0.69% | -1.80% | +1.11% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -10.71% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.03% | +0.73% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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