American Funds New Perspective Fund Class F-2 (ANWFX)

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The chart shows the growth of an initial investment of $10,000 in American Funds New Perspective Fund Class F-2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Funds New Perspective Fund Class F-2 (ANWFX) has returned -8.12% so far this year and 13.89% over the past 12 months. Over the last decade, ANWFX has posted an annualized return of 12.21%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Aug 1, 2008, ANWFX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 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 54% 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%.

American Funds New Perspective Fund Class F-2 has an annualized alpha of 0.54%, beta of 0.92, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since August 04, 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.

ANWFX has an expense ratio of 0.51%, placing it in the medium range.

ANWFX ranks 35 for risk / return — below 35% 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.

The table below present risk-adjusted performance metrics for American Funds New Perspective Fund Class F-2 (ANWFX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds New Perspective Fund Class F-2 provided a 7.41% 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.

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.

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.

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 11.46%.

The chart below shows the rolling one-month volatility.