American Funds New Perspective Fund Class A (ANWPX)
Fund Info
| ISIN | US6480181097 |
|---|---|
| CUSIP | 648018109 |
| Issuer | American Funds |
| Inception Date | Mar 13, 1973 |
| Region | Global (Broad) |
| Category | Large Cap Growth Equities, Global Equities |
| Expense Ratio | 0.72% |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Trading Data
| Previous Close | $51.19 |
|---|---|
| Year Range | $44.72 - $69.70 |
| EMA (50) | $49.22 |
| EMA (200) | $52.85 |
ANWPXShare Price Chart
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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 $32,955 for a total return of roughly 229.55%. All prices are adjusted for splits and dividends.
ANWPXCompare to other instruments
Popular comparisons: ANWPX vs. AGTHX, ANWPX vs. VOO
ANWPXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| 1M | 6.75% | 4.53% |
| 6M | -4.37% | -4.37% |
| YTD | -23.81% | -17.31% |
| 1Y | -20.63% | -13.16% |
| 5Y | 8.27% | 8.45% |
| 10Y | 10.51% | 10.78% |
ANWPXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -7.85% | -5.05% | 2.82% | -10.34% | -0.82% | -8.94% | 8.16% | -4.80% | -8.81% | 4.56% | 9.26% | -2.50% |
| 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% |
| 2020 | 0.15% | -6.42% | -12.80% | 11.73% | 5.96% | 4.55% | 7.18% | 8.98% | -3.62% | -2.88% | 13.24% | 6.55% |
| 2019 | 8.34% | 3.16% | 1.92% | 3.68% | -5.91% | 6.90% | 0.27% | -1.60% | 0.84% | 2.81% | 3.30% | 3.66% |
| 2018 | 7.09% | -2.86% | -1.83% | 0.64% | 1.47% | 0.18% | 2.53% | 1.43% | -0.13% | -9.10% | 1.29% | -5.90% |
| 2017 | 4.36% | 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% |
| 2013 | 4.64% | -0.34% | 1.84% | 2.68% | 1.20% | -2.23% | 4.86% | -2.74% | 6.16% | 3.53% | 2.72% | 2.34% |
| 2012 | 6.27% | 4.86% | 2.06% | -0.13% | -8.08% | 4.39% | 1.37% | 2.53% | 2.40% | -0.33% | 2.38% | 2.06% |
| 2011 | 0.59% | 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% |
ANWPXDividend History
American Funds New Perspective Fund Class A granted a 9.20% dividend yield in the last twelve months. The annual payout for that period amounted to $4.65 per share.
| Period | TTM | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 9.20% | 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.
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 35.84%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.84% | Dec 16, 2021 | 209 | Oct 14, 2022 | — | — | — |
| -32.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -22.04% | May 3, 2011 | 107 | Oct 3, 2011 | 240 | Sep 14, 2012 | 347 |
| -18.95% | Aug 30, 2018 | 80 | Dec 24, 2018 | 75 | Apr 12, 2019 | 155 |
| -16.71% | May 19, 2015 | 186 | Feb 11, 2016 | 128 | Aug 15, 2016 | 314 |
| -14.66% | Apr 15, 2010 | 37 | Jun 7, 2010 | 85 | Oct 6, 2010 | 122 |
| -9.77% | Jan 15, 2010 | 16 | Feb 8, 2010 | 37 | Apr 1, 2010 | 53 |
| -9.26% | Jul 7, 2014 | 72 | Oct 15, 2014 | 30 | Nov 26, 2014 | 102 |
| -9.09% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -8.27% | Feb 17, 2021 | 14 | Mar 8, 2021 | 27 | Apr 15, 2021 | 41 |
ANWPXVolatility Chart
Current American Funds New Perspective Fund Class A volatility is 23.33%. 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.