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 |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Equity |
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.
Share Price Chart
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Performance
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.
Compare to other instruments
Return
American Funds New Perspective Fund Class A had a return of 17.59% year-to-date (YTD) and 14.33% in the last 12 months. Over the past 10 years, American Funds New Perspective Fund Class A had an annualized return of 9.67%, which was very close to the S&P 500 benchmark's annualized return of 9.70%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 17.59% | 18.49% |
| 1 month | 4.14% | 4.20% |
| 6 months | 4.12% | 6.60% |
| 1 year | 14.33% | 15.43% |
| 5 years (annualized) | 11.69% | 11.59% |
| 10 years (annualized) | 9.67% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.55% | 5.67% | 2.92% | -2.46% | -4.82% | -3.23% | 9.16% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
ANWPX American Funds New Perspective Fund Class A | 0.88 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
American Funds New Perspective Fund Class A granted a 3.54% dividend yield in the last twelve months. The annual payout for that period amounted to $1.97 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.97 | $1.97 | $4.65 | $2.50 | $1.74 | $2.86 | $2.37 | $1.37 | $2.21 | $2.75 | $2.35 | $0.33 |
Dividend yield | 3.54% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% | 7.58% | 6.26% | 1.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.35 |
| 2012 | $0.33 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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.
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 |
| -34.45% | Nov 8, 2021 | 236 | Oct 14, 2022 | — | — | — |
| -32.32% | Oct 6, 1987 | 48 | Dec 11, 1987 | 514 | Dec 12, 1989 | 562 |
| -32.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
Volatility Chart
The current American Funds New Perspective Fund Class A volatility is 2.99%, 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.