- ISIN
- US6480181097
- CUSIP
- 648018109
- Issuer
- American Funds
- Inception Date
- Mar 13, 1973
- Region
- Global (Broad)
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
ANWPX Performance Chart
American Funds New Perspective Fund Class A (ANWPX) is up 6.6% since the beginning of the year. ANWPX is currently trading at $75 per share. Investors who bought $1,000 worth of ANWPX shares 5 years ago would now be looking at an investment worth $1,515.
Loading charts...
Returns By Period
American Funds New Perspective Fund Class A (ANWPX) has returned 6.61% so far this year and 19.99% over the past 12 months. Over the last decade, ANWPX has posted an annualized return of 13.56%, slightly higher than the S&P 500 Index benchmark’s 13.54%.
American Funds New Perspective Fund Class A
- 1D
- 1.09%
- 1M
- 1.99%
- YTD
- 6.61%
- 6M
- 7.14%
- 1Y
- 19.99%
- 3Y*
- 17.11%
- 5Y*
- 8.66%
- 10Y*
- 13.56%
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.71%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
ANWPX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, ANWPX's average daily return is +0.05%, while the average monthly return is +0.97%. At this rate, an investment would double in approximately 6.0 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +13.2%, while the worst month was Oct 1987 at -20.5%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, ANWPX closed higher 53% of trading days. The best single day was Oct 1, 1986 with a return of +15.7%, while the worst single day was Oct 22, 1987 at -15.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.54% | 0.08% | -7.71% | 8.00% | 4.80% | -0.54% | 6.61% | ||||||
| 2025 | 4.36% | -0.96% | -5.14% | 2.27% | 6.95% | 4.76% | 0.47% | 1.85% | 2.97% | 1.96% | -0.44% | 0.96% | 21.33% |
| 2024 | 0.41% | 5.11% | 2.71% | -3.47% | 4.31% | 2.11% | 0.59% | 3.11% | 1.98% | -2.49% | 3.16% | -1.56% | 16.76% |
| 2023 | 8.35% | -2.17% | 3.99% | 1.07% | -0.55% | 5.67% | 2.92% | -2.46% | -4.82% | -3.23% | 9.16% | 5.46% | 24.63% |
| 2022 | -7.85% | -5.05% | 2.82% | -10.34% | -0.82% | -8.94% | 8.16% | -4.80% | -8.81% | 4.56% | 9.26% | -5.21% | -25.92% |
| 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% | 17.64% |
Benchmark Metrics
American Funds New Perspective Fund Class A has an annualized alpha of 3.94%, beta of 0.74, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.05%) than losses (85.51%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.94% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 3.94%
- Beta
- 0.74
- R²
- 0.64
- Upside Capture
- 93.05%
- Downside Capture
- 85.51%
Expense Ratio
ANWPX has an expense ratio of 0.71%, placing it in the medium range.
Return for Risk
Risk / Return Rank
ANWPX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ANWPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.59 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.35 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.69 | 2.66 | -0.97 |
| Martin ratioReturn relative to average drawdown | 6.98 | 11.86 | -4.88 |
Dividends
Dividend History
American Funds New Perspective Fund Class A provided a 6.17% dividend yield over the last twelve months, with an annual payout of $4.64 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.64 | $4.64 | $3.19 | $2.99 | $1.97 | $4.65 | $2.50 | $1.74 | $2.86 | $2.37 | $1.37 | $2.21 |
Dividend yield | 6.17% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.64 | $4.64 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.19 | $3.19 |
| 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 | $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 | $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 | $4.65 |
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 charts...
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 52.34%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.
The current American Funds New Perspective Fund Class A drawdown is 0.71%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -52.34%Mar 2009 | 1y 4mo | 3y 6mo | 4y 10moNov 2007 - Sep 2012 |
Dot-com crash2000–2002 | -42.91%Oct 2002 | 2y 6mo | 2y 1mo | 4y 8moMar 2000 - Nov 2004 |
Bear market2022 | -34.45%Oct 2022 | 11mo 10d | 1y 7mo | 2y 7moNov 2021 - Jun 2024 |
COVID crash2020 | -32.32%Mar 2020 | 1mo 2d | 3mo 19d | 4mo 21dFeb 2020 - Jul 2020 |
Black Monday1987 | -27.32%Dec 1987 | 1mo 29d | 1y 7mo | 1y 9moOct 1987 - Jul 1989 |
Drawdown Indicators
| ANWPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.34% | -56.78% | +4.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -9.10% | -2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -17.93% | -18.90% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -34.45% | -25.43% | -9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.45% | -33.92% | -0.53% |
Current DrawdownCurrent decline from peak | -0.71% | -2.49% | +1.78% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -10.72% | +2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 2.03% | +0.74% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with ANWPX
Add American Funds New Perspective Fund Class A to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with ANWPX