- ISIN
- US6480187789
- CUSIP
- 648018778
- Issuer
- American Funds
- Inception Date
- Mar 13, 1973
- Category
- Large Cap Growth Equities
- Min. Investment
- $250
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
FNPFX Performance Chart
American Funds New Perspective Fund Class F-3 (FNPFX) is up 6.8% since the beginning of the year. FNPFX is currently trading at $75 per share. Investors who bought $1,000 worth of FNPFX shares 5 years ago would now be looking at an investment worth $1,539.
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Returns By Period
American Funds New Perspective Fund Class F-3 (FNPFX) has returned 6.75% so far this year and 20.35% over the past 12 months.
American Funds New Perspective Fund Class F-3
- 1D
- 1.09%
- 1M
- 2.02%
- YTD
- 6.75%
- 6M
- 6.59%
- 1Y
- 20.35%
- 3Y*
- 17.47%
- 5Y*
- 9.00%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
FNPFX Monthly Returns History
Based on dividend-adjusted daily data since Feb 1, 2017, FNPFX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 69% of months were positive and 31% were negative. The best month was Nov 2020 with a return of +13.3%, while the worst month was Mar 2020 at -12.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FNPFX closed higher 56% of trading days. The best single day was Mar 24, 2020 with a return of +8.0%, while the worst single day was Mar 16, 2020 at -11.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.56% | 0.10% | -7.68% | 8.02% | 4.83% | -0.53% | 6.75% | ||||||
| 2025 | 4.40% | -0.93% | -5.12% | 2.30% | 6.98% | 4.78% | 0.50% | 1.88% | 2.99% | 1.98% | -0.41% | 1.00% | 21.73% |
| 2024 | 0.43% | 5.13% | 2.74% | -3.43% | 4.32% | 2.14% | 0.61% | 3.15% | 1.99% | -2.45% | 3.18% | -1.53% | 17.10% |
| 2023 | 8.40% | -2.15% | 4.03% | 1.09% | -0.53% | 5.72% | 2.94% | -2.43% | -4.79% | -3.21% | 9.19% | 5.51% | 25.08% |
| 2022 | -7.82% | -5.03% | 2.86% | -10.33% | -0.78% | -8.91% | 8.17% | -4.75% | -8.81% | 4.59% | 9.32% | -5.21% | -25.70% |
| 2021 | -0.13% | 1.42% | 0.96% | 5.14% | 1.06% | 1.93% | 1.19% | 3.29% | -4.41% | 7.20% | -2.61% | 2.14% | 18.01% |
Benchmark Metrics
American Funds New Perspective Fund Class F-3 has an annualized alpha of 1.28%, beta of 0.93, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since February 01, 2017.
- With beta of 0.93 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.28%
- Beta
- 0.93
- R²
- 0.90
- Upside Capture
- 98.94%
- Downside Capture
- 97.13%
Expense Ratio
FNPFX has an expense ratio of 0.41%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FNPFX ranks 28 for risk / return — below 28% 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 F-3 (FNPFX) 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.
| FNPFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.78 | -1.06 |
| Martin ratioReturn relative to average drawdown | 7.16 | 12.44 | -5.27 |
Dividends
Dividend History
American Funds New Perspective Fund Class F-3 provided a 6.44% dividend yield over the last twelve months, with an annual payout of $4.86 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $4.86 | $4.86 | $3.39 | $3.17 | $2.14 | $4.86 | $2.67 | $1.88 | $2.99 | $2.51 |
Dividend yield | 6.44% | 6.88% | 5.46% | 5.68% | 4.53% | 7.32% | 4.41% | 3.98% | 7.95% | 5.82% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds New Perspective Fund Class F-3. 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 | $4.86 | $4.86 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.39 | $3.39 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.17 | $3.17 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.14 | $2.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.86 | $4.86 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds New Perspective Fund Class F-3. 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 F-3 was 34.25%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current American Funds New Perspective Fund Class F-3 drawdown is 0.70%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -34.25%Oct 2022 | 11mo 10d | 1y 7mo | 2y 6moNov 2021 - May 2024 |
COVID crash2020 | -32.30%Mar 2020 | 1mo 2d | 3mo 17d | 4mo 19dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -18.90%Dec 2018 | 3mo 26d | 3mo 15d | 7mo 11dAug 2018 - Apr 2019 |
2025 selloff2025 | -17.90%Apr 2025 | 1mo 18d | 1mo 8d | 2mo 26dFeb 2025 - May 2025 |
2026 correction2026 | -11.43%Mar 2026 | 2mo 1d | 18d | 2mo 19dJan 2026 - Apr 2026 |
Drawdown Indicators
| FNPFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.25% | -56.78% | +22.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.43% | -9.10% | -2.33% |
Max Drawdown (3Y)Largest decline over 3 years | -17.90% | -18.90% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -34.25% | -25.43% | -8.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.70% | -1.80% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -10.71% | +4.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 2.03% | +0.72% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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