American Funds New Perspective Fund Class F-3 (FNPFX)
The American Funds New Perspective Fund (FNPFX) is a global growth fund that seeks to take advantage of the changing patterns in international trade and economic and political relationships. It primarily invests in common stocks of multinational companies that have strong growth potential, intending to find investment opportunities created by these changes. In addition, the fund invests in common stocks of companies worldwide, focusing on those that the investment adviser believes have growth potential.
Fund Info
| ISIN | US6480187789 |
|---|---|
| CUSIP | 648018778 |
| Issuer | American Funds |
| Inception Date | Mar 13, 1973 |
| Category | Large Cap Growth Equities |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FNPFX features an expense ratio of 0.41%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FNPFX vs. PSILX, FNPFX vs. VOT, FNPFX vs. SWTSX, FNPFX vs. SPY, FNPFX vs. JLGMX, FNPFX vs. PRWAX, FNPFX vs. BKLC, FNPFX vs. SPMO, FNPFX vs. QQQ, FNPFX vs. VOOG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds New Perspective Fund Class F-3, 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 F-3 had a return of 19.66% year-to-date (YTD) and 31.07% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 19.66% | 25.82% |
| 1 month | 0.69% | 3.20% |
| 6 months | 9.78% | 14.94% |
| 1 year | 31.07% | 35.92% |
| 5 years (annualized) | 13.17% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.43% | 5.13% | 2.74% | -3.43% | 4.32% | 2.14% | 0.61% | 3.15% | 1.99% | -2.45% | 19.66% | ||
| 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% |
| 2020 | 0.19% | -6.38% | -12.78% | 11.75% | 5.98% | 4.59% | 7.21% | 9.01% | -3.61% | -2.86% | 13.29% | 6.57% | 33.87% |
| 2019 | 8.37% | 3.16% | 1.97% | 3.68% | -5.89% | 6.95% | 0.29% | -1.58% | 0.86% | 2.85% | 3.34% | 3.66% | 30.48% |
| 2018 | 7.11% | -2.83% | -1.80% | 0.66% | 1.49% | 0.22% | 2.55% | 1.45% | -0.11% | -9.08% | 1.31% | -5.87% | -5.71% |
| 2017 | -0.78% | 2.55% | 2.38% | 2.94% | 3.51% | 0.29% | 3.26% | 1.08% | 1.04% | 3.46% | 0.75% | 0.42% | 22.91% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FNPFX is 54, 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 F-3 (FNPFX) 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 F-3 provided a 1.05% dividend yield over the last twelve months, with an annual payout of $0.70 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.70 | $0.70 | $0.57 | $0.43 | $0.24 | $0.62 | $0.58 | $0.33 |
Dividend yield | 1.05% | 1.25% | 1.21% | 0.65% | 0.40% | 1.31% | 1.55% | 0.77% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.70 | $0.70 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.62 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2017 | $0.33 | $0.33 |
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 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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.25% | Nov 8, 2021 | 236 | Oct 14, 2022 | 397 | May 15, 2024 | 633 |
| -32.3% | Feb 20, 2020 | 23 | Mar 23, 2020 | 76 | Jul 10, 2020 | 99 |
| -18.9% | Aug 30, 2018 | 80 | Dec 24, 2018 | 71 | Apr 8, 2019 | 151 |
| -9.09% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -8.4% | Jul 17, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
Volatility
Volatility Chart
The current American Funds New Perspective Fund Class F-3 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.