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

Correlation

The correlation between ANWPX and VOOG is 0.91, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

ANWPX vs. VOOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds New Perspective Fund Class A (ANWPX) and Vanguard S&P 500 Growth ETF (VOOG). The values are adjusted to include any dividend payments, if applicable.

200.00%300.00%400.00%500.00%600.00%700.00%800.00%NovemberDecember2025FebruaryMarchApril
210.74%
701.35%
ANWPX
VOOG

Key characteristics

Sharpe Ratio

ANWPX:

0.28

VOOG:

0.65

Sortino Ratio

ANWPX:

0.50

VOOG:

1.05

Omega Ratio

ANWPX:

1.07

VOOG:

1.15

Calmar Ratio

ANWPX:

0.22

VOOG:

0.73

Martin Ratio

ANWPX:

0.98

VOOG:

2.58

Ulcer Index

ANWPX:

5.28%

VOOG:

6.30%

Daily Std Dev

ANWPX:

18.84%

VOOG:

24.91%

Max Drawdown

ANWPX:

-50.43%

VOOG:

-32.73%

Current Drawdown

ANWPX:

-13.51%

VOOG:

-11.72%

Returns By Period

In the year-to-date period, ANWPX achieves a -0.79% return, which is significantly higher than VOOG's -7.16% return. Over the past 10 years, ANWPX has underperformed VOOG with an annualized return of 5.35%, while VOOG has yielded a comparatively higher 13.86% annualized return.


ANWPX

YTD

-0.79%

1M

-1.14%

6M

-5.26%

1Y

4.66%

5Y*

8.25%

10Y*

5.35%

VOOG

YTD

-7.16%

1M

-0.82%

6M

-3.25%

1Y

14.70%

5Y*

16.24%

10Y*

13.86%

*Annualized

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ANWPX vs. VOOG - Expense Ratio Comparison

ANWPX has a 0.72% expense ratio, which is higher than VOOG's 0.10% expense ratio.


Expense ratio chart for ANWPX: current value is 0.72%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ANWPX: 0.72%
Expense ratio chart for VOOG: current value is 0.10%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VOOG: 0.10%

Risk-Adjusted Performance

ANWPX vs. VOOG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANWPX
The Risk-Adjusted Performance Rank of ANWPX is 4141
Overall Rank
The Sharpe Ratio Rank of ANWPX is 4040
Sharpe Ratio Rank
The Sortino Ratio Rank of ANWPX is 4141
Sortino Ratio Rank
The Omega Ratio Rank of ANWPX is 4040
Omega Ratio Rank
The Calmar Ratio Rank of ANWPX is 4141
Calmar Ratio Rank
The Martin Ratio Rank of ANWPX is 4141
Martin Ratio Rank

VOOG
The Risk-Adjusted Performance Rank of VOOG is 7171
Overall Rank
The Sharpe Ratio Rank of VOOG is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of VOOG is 6969
Sortino Ratio Rank
The Omega Ratio Rank of VOOG is 7070
Omega Ratio Rank
The Calmar Ratio Rank of VOOG is 7676
Calmar Ratio Rank
The Martin Ratio Rank of VOOG is 6969
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.

ANWPX vs. VOOG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class A (ANWPX) and Vanguard S&P 500 Growth ETF (VOOG). 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.


The chart of Sharpe ratio for ANWPX, currently valued at 0.28, compared to the broader market-1.000.001.002.003.00
ANWPX: 0.28
VOOG: 0.65
The chart of Sortino ratio for ANWPX, currently valued at 0.50, compared to the broader market-2.000.002.004.006.008.00
ANWPX: 0.50
VOOG: 1.05
The chart of Omega ratio for ANWPX, currently valued at 1.07, compared to the broader market0.501.001.502.002.503.00
ANWPX: 1.07
VOOG: 1.15
The chart of Calmar ratio for ANWPX, currently valued at 0.22, compared to the broader market0.002.004.006.008.0010.00
ANWPX: 0.22
VOOG: 0.73
The chart of Martin ratio for ANWPX, currently valued at 0.98, compared to the broader market0.0010.0020.0030.0040.0050.00
ANWPX: 0.98
VOOG: 2.58

The current ANWPX Sharpe Ratio is 0.28, which is lower than the VOOG Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of ANWPX and VOOG, 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-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.28
0.65
ANWPX
VOOG

Dividends

ANWPX vs. VOOG - Dividend Comparison

ANWPX's dividend yield for the trailing twelve months is around 0.60%, which matches VOOG's 0.60% yield.


TTM20242023202220212020201920182017201620152014
ANWPX
American Funds New Perspective Fund Class A
0.60%0.59%0.94%0.84%0.33%0.13%1.01%1.18%0.45%0.82%0.72%7.58%
VOOG
Vanguard S&P 500 Growth ETF
0.60%0.49%1.12%0.93%0.53%0.88%1.26%1.34%1.32%1.47%1.56%1.28%

Drawdowns

ANWPX vs. VOOG - Drawdown Comparison

The maximum ANWPX drawdown since its inception was -50.43%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for ANWPX and VOOG. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-13.51%
-11.72%
ANWPX
VOOG

Volatility

ANWPX vs. VOOG - Volatility Comparison

The current volatility for American Funds New Perspective Fund Class A (ANWPX) is 12.39%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 16.37%. This indicates that ANWPX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
12.39%
16.37%
ANWPX
VOOG