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American Funds New Perspective Fund Class R-6 (RNP...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US6480188100

Inception Date

Aug 1, 2008

Min. Investment

$250

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

RNPGX has an expense ratio of 0.42%, 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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Returns By Period

American Funds New Perspective Fund Class R-6 (RNPGX) returned 2.41% year-to-date (YTD) and 5.74% over the past 12 months. Over the past 10 years, RNPGX returned 6.09% annually, underperforming the S&P 500 benchmark at 10.45%.


RNPGX

YTD

2.41%

1M

8.36%

6M

-3.71%

1Y

5.74%

5Y*

8.59%

10Y*

6.09%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.39%-0.94%-5.12%2.30%2.04%2.41%
20240.45%5.13%2.74%-3.43%4.33%2.13%0.62%3.14%2.01%-2.47%3.18%-5.76%12.09%
20238.39%-2.14%4.02%1.09%-0.51%5.69%2.94%-2.42%-4.79%-3.22%9.21%0.92%19.65%
2022-7.81%-5.03%2.84%-10.31%-0.80%-8.90%8.19%-4.77%-8.81%4.59%9.32%-8.14%-27.99%
2021-0.15%1.42%0.98%5.14%1.06%1.93%1.19%3.29%-4.41%7.20%-2.60%-4.38%10.48%
20200.19%-6.40%-12.77%11.75%6.00%4.59%7.21%9.00%-3.59%-2.87%13.28%2.38%28.59%
20198.34%3.19%2.54%3.68%-5.89%6.95%0.31%-1.60%0.88%2.82%3.34%0.97%27.79%
20187.11%-2.83%-1.80%0.66%1.49%0.22%2.55%1.45%-0.11%-9.08%1.31%-11.61%-11.47%
20174.39%2.55%2.38%2.92%3.51%0.29%3.29%1.08%1.04%3.46%0.75%-4.42%23.07%
2016-6.44%-2.05%6.51%1.02%0.90%-1.06%4.91%-0.13%0.97%-2.16%-0.54%-2.12%-0.82%
2015-0.36%5.53%-0.39%2.42%0.74%-2.22%2.19%-5.74%-2.87%7.89%0.49%-6.48%0.25%
2014-3.86%5.68%-1.26%-0.24%2.21%1.25%-1.85%2.44%-2.33%0.99%2.95%-0.66%5.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of RNPGX is 44, 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 RNPGX is 4444
Overall Rank
The Sharpe Ratio Rank of RNPGX is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of RNPGX is 4343
Sortino Ratio Rank
The Omega Ratio Rank of RNPGX is 4343
Omega Ratio Rank
The Calmar Ratio Rank of RNPGX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of RNPGX is 4545
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 R-6 (RNPGX) 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 R-6 Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.31
  • 5-Year: 0.46
  • 10-Year: 0.33
  • All Time: 0.54

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 R-6 compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Funds New Perspective Fund Class R-6 provided a 0.90% dividend yield over the last twelve months, with an annual payout of $0.57 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.57$0.57$0.70$0.57$0.43$0.24$0.86$0.58$0.33$0.41$0.38$3.00

Dividend yield

0.90%0.92%1.25%1.21%0.65%0.40%1.81%1.55%0.75%1.16%1.05%8.26%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds New Perspective Fund Class R-6. 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$0.57$0.57
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$0.23$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.62$0.86
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$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.33$0.33
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.41$0.41
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.38$0.38
2014$3.00$3.00

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 R-6. 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 R-6 was 38.44%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current American Funds New Perspective Fund Class R-6 drawdown is 9.81%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.44%Nov 8, 2021236Oct 14, 2022
-32.29%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-23.85%Aug 30, 201880Dec 24, 2018217Nov 4, 2019297
-21.91%May 3, 2011107Oct 3, 2011238Sep 13, 2012345
-20.82%May 19, 2015186Feb 11, 2016301Apr 24, 2017487

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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