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American Funds New Perspective Fund Class A (ANWPX)

Mutual Fund · Currency in USD · Last updated Aug 11, 2022

Fund Info

ISINUS6480181097
CUSIP648018109
IssuerAmerican Funds
Inception DateMar 13, 1973
RegionGlobal (Broad)
CategoryLarge Cap Growth Equities, Global Equities
Expense Ratio0.72%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$53.30
Year Range$47.19 - $69.70
EMA (50)$51.14
EMA (200)$56.38

ANWPXShare Price Chart


Chart placeholderClick Calculate to get results

ANWPXPerformance

The chart shows the growth of $10,000 invested in American Funds New Perspective Fund Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,713 for a total return of roughly 247.13%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-10.21%
-4.72%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

ANWPXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M7.61%7.97%
6M-12.02%-6.88%
YTD-19.74%-11.66%
1Y-16.78%-5.01%
5Y10.83%11.56%
10Y11.71%11.62%

ANWPXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-7.85%-5.05%2.82%-10.34%-0.82%-8.94%8.16%1.85%
2021-0.17%1.39%0.95%5.11%1.03%1.90%1.18%3.25%-4.44%7.17%-2.63%2.11%
20200.15%-6.42%-12.80%11.73%5.96%4.55%7.18%8.98%-3.62%-2.88%13.24%6.55%
20198.34%3.16%1.92%3.68%-5.91%6.90%0.27%-1.60%0.84%2.81%3.30%3.66%
20187.09%-2.86%-1.83%0.64%1.47%0.18%2.53%1.43%-0.13%-9.10%1.29%-5.90%
20174.36%2.52%2.35%2.89%3.49%0.27%3.27%1.05%1.00%3.45%0.71%0.41%
2016-6.47%-2.08%6.49%1.00%0.87%-1.09%4.89%-0.16%0.92%-2.17%-0.57%0.82%
2015-0.39%5.53%-0.42%2.37%0.75%-2.27%2.19%-5.78%-2.90%7.88%0.47%-1.41%
2014-3.89%5.68%-1.28%-0.27%2.16%1.23%-1.88%2.41%-2.33%0.94%2.94%-1.64%
20134.64%-0.34%1.84%2.68%1.20%-2.23%4.86%-2.74%6.16%3.53%2.72%2.34%
20126.27%4.86%2.06%-0.13%-8.08%4.39%1.37%2.53%2.40%-0.33%2.38%2.06%
20110.59%3.33%0.17%4.03%-2.03%-1.68%-1.84%-6.69%-9.03%9.65%-1.36%-1.72%
2010-6.96%1.81%5.97%-0.61%-8.89%-2.15%7.35%-3.20%9.81%4.33%-2.35%6.93%

ANWPXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds New Perspective Fund Class A Sharpe ratio is -0.66. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MarchAprilMayJuneJulyAugust
-0.66
-0.25
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

ANWPXDividend History

American Funds New Perspective Fund Class A granted a 8.73% dividend yield in the last twelve months. The annual payout for that period amounted to $4.65 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$4.65$4.65$2.50$1.74$2.86$2.37$1.37$2.21$2.75$2.35$0.33$0.29$0.29

Dividend yield

8.73%7.01%4.43%4.10%8.79%6.86%5.09%8.39%11.00%9.76%1.75%1.82%1.71%

ANWPXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-23.53%
-12.22%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

ANWPXWorst Drawdowns

The table below shows the maximum drawdowns of the American Funds New Perspective Fund Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Funds New Perspective Fund Class A is 32.32%, recorded on Mar 23, 2020. It took 76 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.32%Feb 20, 202023Mar 23, 202076Jul 10, 202099
-32.3%Dec 16, 2021126Jun 16, 2022
-22.04%May 3, 2011107Oct 3, 2011240Sep 14, 2012347
-18.95%Aug 30, 201880Dec 24, 201875Apr 12, 2019155
-16.71%May 19, 2015186Feb 11, 2016128Aug 15, 2016314
-14.66%Apr 15, 201037Jun 7, 201085Oct 6, 2010122
-9.77%Jan 15, 201016Feb 8, 201037Apr 1, 201053
-9.26%Jul 7, 201472Oct 15, 201430Nov 26, 2014102
-9.09%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-8.27%Feb 17, 202114Mar 8, 202127Apr 15, 202141

ANWPXVolatility Chart

Current American Funds New Perspective Fund Class A volatility is 17.71%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
17.71%
16.23%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)