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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

ANWPX features an expense ratio of 0.72%, falling within the medium range.


Expense ratio chart for ANWPX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Funds New Perspective Fund Class A

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


4,000.00%5,000.00%6,000.00%7,000.00%8,000.00%9,000.00%10,000.00%11,000.00%FebruaryMarchAprilMayJuneJuly
10,400.91%
5,084.89%
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 13.26% year-to-date (YTD) and 17.00% in the last 12 months. Over the past 10 years, American Funds New Perspective Fund Class A had an annualized return of 10.87%, which was very close to the S&P 500 benchmark's annualized return of 10.97%.


PeriodReturnBenchmark
Year-To-Date13.26%17.16%
1 month1.26%2.10%
6 months15.72%17.92%
1 year17.00%22.68%
5 years (annualized)12.27%13.47%
10 years (annualized)10.87%10.97%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.41%5.11%2.71%-3.47%4.31%2.11%13.26%
20238.35%-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%
20200.15%-6.42%-12.80%11.73%5.96%4.55%7.18%8.98%-3.62%-2.88%13.24%6.55%33.42%
20198.34%3.16%1.92%3.68%-5.91%6.90%0.27%-1.60%0.84%2.81%3.30%3.66%30.10%
20187.09%-2.86%-1.83%0.64%1.47%0.18%2.53%1.43%-0.13%-9.10%1.29%-5.90%-5.99%
20174.36%2.52%2.35%2.89%3.49%0.27%3.27%1.05%1.00%3.45%0.71%0.41%28.91%
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%1.85%
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%5.41%
2014-3.89%5.68%-1.28%-0.27%2.16%1.23%-1.88%2.41%-2.33%0.94%2.94%-1.06%4.34%
20134.64%-0.34%1.84%2.68%1.20%-2.23%4.86%-2.74%6.16%3.53%2.72%3.13%28.14%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANWPX is 52, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of ANWPX is 5252
ANWPX (American Funds New Perspective Fund Class A)
The Sharpe Ratio Rank of ANWPX is 5454Sharpe Ratio Rank
The Sortino Ratio Rank of ANWPX is 5353Sortino Ratio Rank
The Omega Ratio Rank of ANWPX is 5050Omega Ratio Rank
The Calmar Ratio Rank of ANWPX is 4848Calmar Ratio Rank
The Martin Ratio Rank of ANWPX is 5858Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


ANWPX
Sharpe ratio
The chart of Sharpe ratio for ANWPX, currently valued at 1.51, compared to the broader market-1.000.001.002.003.004.005.001.51
Sortino ratio
The chart of Sortino ratio for ANWPX, currently valued at 2.20, compared to the broader market0.005.0010.002.20
Omega ratio
The chart of Omega ratio for ANWPX, currently valued at 1.27, compared to the broader market1.002.003.004.001.27
Calmar ratio
The chart of Calmar ratio for ANWPX, currently valued at 0.77, compared to the broader market0.005.0010.0015.0020.000.77
Martin ratio
The chart of Martin ratio for ANWPX, currently valued at 4.91, compared to the broader market0.0020.0040.0060.0080.00100.004.91
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.10, compared to the broader market-1.000.001.002.003.004.005.002.10
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.94, compared to the broader market0.005.0010.002.94
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.37, compared to the broader market1.002.003.004.001.37
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.66, compared to the broader market0.005.0010.0015.0020.001.66
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.83, compared to the broader market0.0020.0040.0060.0080.00100.007.83

Sharpe Ratio

The current American Funds New Perspective Fund Class A Sharpe ratio is 1.51. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds New Perspective Fund Class A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.00FebruaryMarchAprilMayJuneJuly
1.51
2.10
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds New Perspective Fund Class A granted a 4.73% 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

4.73%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$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$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
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$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$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$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$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$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$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$2.75
2013$2.35$2.35

Drawdowns

Drawdowns Chart

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


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%FebruaryMarchAprilMayJuneJuly
-1.88%
-1.39%
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 1.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.43%Nov 1, 2007267Nov 20, 2008552Feb 1, 2011819
-41.4%Mar 29, 2000635Oct 9, 2002523Nov 5, 20041158
-34.45%Nov 8, 2021236Oct 14, 2022409Jun 6, 2024645
-32.32%Feb 20, 202023Mar 23, 202076Jul 10, 202099
-32.28%Oct 6, 198748Dec 11, 1987462Oct 9, 1989510

Volatility

Volatility Chart

The current American Funds New Perspective Fund Class A volatility is 2.97%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%FebruaryMarchAprilMayJuneJuly
2.97%
2.59%
ANWPX (American Funds New Perspective Fund Class A)
Benchmark (^GSPC)