American Funds New Perspective Fund Class A (ANWPX)
Fund Info
US6480181097
648018109
Mar 13, 1973
Global (Broad)
Large-Cap
Growth
Share Price Chart
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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.
Returns By Period
American Funds New Perspective Fund Class A had a return of 16.91% year-to-date (YTD) and 23.38% in the last 12 months. Over the past 10 years, American Funds New Perspective Fund Class A had an annualized return of 11.11%, which was very close to the S&P 500 benchmark's annualized return of 11.16%.
ANWPX
16.91%
-0.83%
6.50%
23.38%
12.20%
11.11%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.41% | 5.11% | 2.71% | -3.47% | 4.31% | 2.11% | 0.59% | 3.11% | 1.98% | -2.49% | 16.91% | ||
| 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% |
| 2020 | 0.15% | -6.42% | -12.80% | 11.73% | 5.96% | 4.55% | 7.18% | 8.98% | -3.62% | -2.88% | 13.24% | 6.55% | 33.42% |
| 2019 | 8.34% | 3.16% | 1.92% | 3.68% | -5.91% | 6.90% | 0.27% | -1.60% | 0.84% | 2.81% | 3.30% | 3.66% | 30.10% |
| 2018 | 7.09% | -2.86% | -1.83% | 0.64% | 1.47% | 0.18% | 2.53% | 1.43% | -0.13% | -9.10% | 1.29% | -5.90% | -5.99% |
| 2017 | 4.36% | 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% |
| 2013 | 4.64% | -0.34% | 1.84% | 2.68% | 1.20% | -2.23% | 4.86% | -2.74% | 6.16% | 3.53% | 2.72% | 3.13% | 28.14% |
Expense Ratio
ANWPX features an expense ratio of 0.72%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ANWPX is 57, 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.
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.
Dividends
Dividend History
American Funds New Perspective Fund Class A provided a 0.80% dividend yield over the last twelve months, with an annual payout of $0.52 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.52 | $0.40 | $0.22 | $0.08 | $0.48 | $0.45 | $0.19 | $0.29 | $0.26 | $2.75 | $2.35 |
Dividend yield | 0.80% | 0.94% | 0.84% | 0.33% | 0.13% | 1.01% | 1.18% | 0.45% | 0.82% | 0.72% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $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 | $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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 2.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.43% | Nov 1, 2007 | 267 | Nov 20, 2008 | 552 | Feb 1, 2011 | 819 |
| -41.4% | Mar 29, 2000 | 635 | Oct 9, 2002 | 523 | Nov 5, 2004 | 1158 |
| -34.45% | Nov 8, 2021 | 236 | Oct 14, 2022 | 409 | Jun 6, 2024 | 645 |
| -32.32% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -32.28% | Oct 6, 1987 | 48 | Dec 11, 1987 | 462 | Oct 9, 1989 | 510 |
Volatility
Volatility Chart
The current American Funds New Perspective Fund Class A volatility is 3.34%, 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.