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American Funds New Perspective Fund Class F-3 (FNP...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US6480187789

CUSIP

648018778

Inception Date

Mar 13, 1973

Min. Investment

$250

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

FNPFX has an expense ratio of 0.41%, placing it in the medium range.


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.


Performance

Performance Chart


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S&P 500

Returns By Period

American Funds New Perspective Fund Class F-3 (FNPFX) returned 7.39% year-to-date (YTD) and 10.12% over the past 12 months.


FNPFX

YTD

7.39%

1M

4.24%

6M

1.19%

1Y

10.12%

3Y*

8.98%

5Y*

8.74%

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

3.96%

6M

-2.00%

1Y

12.02%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of FNPFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.40%-0.93%-5.12%2.30%6.98%7.39%
20240.43%5.13%2.74%-3.43%4.32%2.14%0.61%3.15%1.99%-2.45%3.18%-5.77%12.06%
20238.40%-2.15%4.03%1.09%-0.53%5.72%2.94%-2.43%-4.79%-3.21%9.19%0.94%19.66%
2022-7.82%-5.03%2.86%-10.33%-0.78%-8.91%8.17%-4.75%-8.81%4.59%9.32%-8.14%-27.99%
2021-0.13%1.42%0.96%5.14%1.06%1.93%1.19%3.29%-4.41%7.20%-2.61%-4.38%10.48%
20200.19%-6.38%-12.78%11.75%5.98%4.59%7.21%9.01%-3.61%-2.86%13.29%2.36%28.59%
20198.37%3.16%1.97%3.68%-5.89%6.95%0.29%-1.58%0.86%2.85%3.34%0.95%27.07%
20187.11%-2.83%-1.80%0.66%1.49%0.22%2.55%1.45%-0.11%-9.08%1.31%-11.62%-11.48%
2017-0.78%2.55%2.38%2.95%3.51%0.29%3.26%1.08%1.04%3.46%0.75%-4.43%16.97%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FNPFX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FNPFX is 3737
Overall Rank
The Sharpe Ratio Rank of FNPFX is 3838
Sharpe Ratio Rank
The Sortino Ratio Rank of FNPFX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of FNPFX is 3737
Omega Ratio Rank
The Calmar Ratio Rank of FNPFX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of FNPFX is 3838
Martin 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 F-3 (FNPFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds New Perspective Fund Class F-3 Sharpe ratios as of Jun 2, 2025 (values are recalculated daily):

  • 1-Year: 0.56
  • 5-Year: 0.47
  • All Time: 0.43

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds New Perspective Fund Class F-3 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

American Funds New Perspective Fund Class F-3 provided a 5.08% dividend yield over the last twelve months, with an annual payout of $3.39 per share. The fund has been increasing its distributions for 2 consecutive years.


4.00%5.00%6.00%7.00%8.00%$0.00$1.00$2.00$3.00$4.00$5.0020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$3.39$3.39$3.17$2.14$4.86$2.67$1.88$2.99$2.51

Dividend yield

5.08%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
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
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.67$2.67
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.88$1.88
2018$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
2017$2.51$2.51

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 38.45%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current American Funds New Perspective Fund Class F-3 drawdown is 5.45%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.45%Nov 8, 2021236Oct 14, 2022
-32.3%Feb 20, 202023Mar 23, 202076Jul 10, 202099
-23.86%Aug 30, 201880Dec 24, 2018226Nov 15, 2019306
-9.09%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-8.25%Feb 17, 202114Mar 8, 202127Apr 15, 202141
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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