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AIVGX vs. ANWPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AIVGX and ANWPX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

AIVGX vs. ANWPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds International Vantage Fund (AIVGX) and American Funds New Perspective Fund Class A (ANWPX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember
-6.15%
-2.03%
AIVGX
ANWPX

Key characteristics

Sharpe Ratio

AIVGX:

-0.02

ANWPX:

0.80

Sortino Ratio

AIVGX:

0.06

ANWPX:

1.10

Omega Ratio

AIVGX:

1.01

ANWPX:

1.16

Calmar Ratio

AIVGX:

-0.02

ANWPX:

0.92

Martin Ratio

AIVGX:

-0.06

ANWPX:

4.60

Ulcer Index

AIVGX:

3.86%

ANWPX:

2.42%

Daily Std Dev

AIVGX:

12.28%

ANWPX:

13.97%

Max Drawdown

AIVGX:

-31.04%

ANWPX:

-50.43%

Current Drawdown

AIVGX:

-11.26%

ANWPX:

-8.80%

Returns By Period


AIVGX

YTD

0.00%

1M

-4.95%

6M

-5.23%

1Y

-0.24%

5Y*

4.09%

10Y*

N/A

ANWPX

YTD

0.00%

1M

-6.32%

6M

-1.19%

1Y

11.11%

5Y*

9.80%

10Y*

10.60%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AIVGX vs. ANWPX - Expense Ratio Comparison

AIVGX has a 0.59% expense ratio, which is lower than ANWPX's 0.72% expense ratio.


ANWPX
American Funds New Perspective Fund Class A
Expense ratio chart for ANWPX: current value at 0.72% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.72%
Expense ratio chart for AIVGX: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

Risk-Adjusted Performance

AIVGX vs. ANWPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds International Vantage Fund (AIVGX) and American Funds New Perspective Fund Class A (ANWPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AIVGX, currently valued at -0.02, compared to the broader market-1.000.001.002.003.00-0.020.80
The chart of Sortino ratio for AIVGX, currently valued at 0.06, compared to the broader market-2.000.002.004.006.008.000.061.10
The chart of Omega ratio for AIVGX, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.001.011.16
The chart of Calmar ratio for AIVGX, currently valued at -0.02, compared to the broader market0.002.004.006.008.0010.00-0.020.92
The chart of Martin ratio for AIVGX, currently valued at -0.06, compared to the broader market0.0010.0020.0030.0040.0050.00-0.064.60
AIVGX
ANWPX

The current AIVGX Sharpe Ratio is -0.02, which is lower than the ANWPX Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of AIVGX and ANWPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00AugustSeptemberOctoberNovemberDecember
-0.02
0.80
AIVGX
ANWPX

Dividends

AIVGX vs. ANWPX - Dividend Comparison

Neither AIVGX nor ANWPX has paid dividends to shareholders.


TTM2023202220212020201920182017201620152014
AIVGX
American Funds International Vantage Fund
0.00%1.53%1.43%1.07%0.62%1.76%0.00%0.00%0.00%0.00%0.00%
ANWPX
American Funds New Perspective Fund Class A
0.00%0.94%0.84%0.33%0.13%1.01%1.18%0.45%0.82%0.72%7.58%

Drawdowns

AIVGX vs. ANWPX - Drawdown Comparison

The maximum AIVGX drawdown since its inception was -31.04%, smaller than the maximum ANWPX drawdown of -50.43%. Use the drawdown chart below to compare losses from any high point for AIVGX and ANWPX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember
-11.26%
-8.80%
AIVGX
ANWPX

Volatility

AIVGX vs. ANWPX - Volatility Comparison

The current volatility for American Funds International Vantage Fund (AIVGX) is 3.44%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.92%. This indicates that AIVGX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%AugustSeptemberOctoberNovemberDecember
3.44%
6.92%
AIVGX
ANWPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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