American Funds New Perspective Fund Class A (ANWPX)
Fund Info
US6480181097
648018109
Mar 13, 1973
Global (Broad)
Large-Cap
Growth
Expense Ratio
ANWPX has an expense ratio of 0.72%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
American Funds New Perspective Fund Class A (ANWPX) returned 6.89% year-to-date (YTD) and 8.10% over the past 12 months. Over the past 10 years, ANWPX returned 6.04% annually, underperforming the S&P 500 benchmark at 10.89%.
ANWPX
6.89%
13.37%
3.41%
8.10%
9.04%
6.04%
^GSPC (Benchmark)
1.30%
12.79%
1.49%
12.35%
15.12%
10.89%
Monthly Returns
The table below presents the monthly returns of ANWPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.36% | -0.96% | -5.14% | 2.27% | 6.60% | 6.89% | |||||||
| 2024 | 0.41% | 5.11% | 2.71% | -3.47% | 4.31% | 2.11% | 0.59% | 3.11% | 1.98% | -2.49% | 3.16% | -5.79% | 11.73% |
| 2023 | 8.35% | -2.17% | 3.99% | 1.07% | -0.55% | 5.67% | 2.92% | -2.46% | -4.82% | -3.23% | 9.16% | 0.90% | 19.24% |
| 2022 | -7.85% | -5.05% | 2.82% | -10.34% | -0.82% | -8.94% | 8.16% | -4.80% | -8.81% | 4.56% | 9.26% | -8.14% | -28.21% |
| 2021 | -0.17% | 1.39% | 0.95% | 5.11% | 1.03% | 1.90% | 1.18% | 3.25% | -4.44% | 7.17% | -2.63% | -4.40% | 10.14% |
| 2020 | 0.15% | -6.42% | -12.80% | 11.73% | 5.96% | 4.55% | 7.18% | 8.98% | -3.62% | -2.88% | 13.24% | 2.34% | 28.15% |
| 2019 | 8.34% | 3.16% | 1.92% | 3.68% | -5.91% | 6.90% | 0.27% | -1.60% | 0.84% | 2.81% | 3.30% | 0.95% | 26.70% |
| 2018 | 7.09% | -2.86% | -1.83% | 0.64% | 1.47% | 0.18% | 2.53% | 1.43% | -0.13% | -9.10% | 1.29% | -11.65% | -11.73% |
| 2017 | 4.36% | 2.52% | 2.35% | 2.89% | 3.49% | 0.27% | 3.27% | 1.05% | 1.00% | 3.45% | 0.71% | -4.44% | 22.69% |
| 2016 | -6.47% | -2.08% | 6.49% | 1.00% | 0.87% | -1.09% | 4.89% | -0.16% | 0.92% | -2.17% | -0.57% | -2.14% | -1.14% |
| 2015 | -0.39% | 5.53% | -0.42% | 2.37% | 0.75% | -2.27% | 2.19% | -5.78% | -2.90% | 7.88% | 0.47% | -6.50% | -0.03% |
| 2014 | -3.89% | 5.68% | -1.28% | -0.27% | 2.16% | 1.22% | -1.88% | 2.41% | -2.33% | 0.94% | 2.94% | -1.06% | 4.34% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ANWPX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
American Funds New Perspective Fund Class A provided a 0.55% dividend yield over the last twelve months, with an annual payout of $0.37 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.37 | $0.37 | $0.52 | $0.40 | $0.22 | $0.08 | $0.48 | $0.45 | $0.19 | $0.29 | $0.26 | $2.75 |
Dividend yield | 0.55% | 0.59% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 7.58% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $0.45 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2014 | $2.75 | $2.75 |
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.
Loading data...
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 6.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.43% | Nov 1, 2007 | 266 | Nov 20, 2008 | 552 | Feb 1, 2011 | 818 |
| -42.49% | Mar 29, 2000 | 632 | Oct 9, 2002 | 531 | Nov 18, 2004 | 1163 |
| -38.63% | Nov 8, 2021 | 236 | Oct 14, 2022 | — | — | — |
| -32.32% | Oct 6, 1987 | 49 | Dec 11, 1987 | 522 | Dec 12, 1989 | 571 |
| -32.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...