PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
American Funds New Perspective Fund Class A (ANWPX...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

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

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The American Funds New Perspective Fund Class A has a high expense ratio of 0.72%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.72%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with ANWPX

American Funds New Perspective Fund Class A

Popular comparisons: ANWPX vs. AGTHX, ANWPX vs. VOO, ANWPX vs. AIVSX, ANWPX vs. VOOG, ANWPX vs. SCHG, ANWPX vs. VTI, ANWPX vs. VTIAX, ANWPX vs. CAIBX, ANWPX vs. MGK, ANWPX vs. VUG

Performance

Performance Chart

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


2,000.00%3,000.00%4,000.00%5,000.00%6,000.00%7,000.00%OctoberNovemberDecember2024FebruaryMarch
7,070.01%
3,013.35%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds New Perspective Fund Class A had a return of 8.64% year-to-date (YTD) and 26.85% in the last 12 months. Over the past 10 years, American Funds New Perspective Fund Class A had an annualized return of 10.83%, which was very close to the S&P 500 benchmark's annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date8.64%10.04%
1 month2.81%3.53%
6 months21.65%22.79%
1 year26.85%32.16%
5 years (annualized)12.48%13.15%
10 years (annualized)10.83%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.41%5.11%
2023-2.46%-4.82%-3.23%9.16%5.46%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
ANWPX
American Funds New Perspective Fund Class A
1.87
^GSPC
S&P 500
2.76

Sharpe Ratio

The current American Funds New Perspective Fund Class A Sharpe ratio is 1.87. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.87
2.76
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds New Perspective Fund Class A granted a 4.93% dividend yield in the last twelve months. The annual payout for that period amounted to $2.99 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.99$2.99$1.97$4.65$2.50$1.74$2.86$2.37$1.37$2.21$2.75$2.35

Dividend yield

4.93%5.36%4.16%7.01%4.13%3.67%7.59%5.50%3.86%6.14%7.58%6.26%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds New Perspective Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.99
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.97
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$4.65
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.50
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.74
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.86
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.37
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.37
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.21
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.75
2013$2.35

Drawdowns

Drawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.35%
0
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds New Perspective Fund Class A. 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 A was 50.43%, occurring on Nov 20, 2008. Recovery took 552 trading sessions.

The current American Funds New Perspective Fund Class A drawdown is 2.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.43%Nov 1, 2007266Nov 20, 2008552Feb 1, 2011818
-42.49%Mar 29, 2000632Oct 9, 2002531Nov 18, 20041163
-34.45%Nov 8, 2021236Oct 14, 2022
-32.32%Oct 6, 198749Dec 11, 1987522Dec 12, 1989571
-32.32%Feb 20, 202023Mar 23, 202076Jul 10, 202099

Volatility

Volatility Chart

The current American Funds New Perspective Fund Class A volatility is 3.12%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
3.12%
2.82%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)