BFFAX vs. ANWPX
Compare and contrast key facts about American Funds The Bond Fund of America Class F-3 (BFFAX) and American Funds New Perspective Fund Class A (ANWPX).
BFFAX is managed by American Funds. It was launched on May 28, 1974. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
BFFAX vs. ANWPX - Performance Comparison
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BFFAX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | -0.53% | 7.54% | 1.54% | 4.39% | -13.00% | -0.97% | 11.12% | 8.17% | 0.22% | 3.07% |
ANWPX American Funds New Perspective Fund Class A | -3.95% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 23.26% |
Returns By Period
In the year-to-date period, BFFAX achieves a -0.53% return, which is significantly higher than ANWPX's -3.95% return.
BFFAX
- 1D
- 0.27%
- 1M
- -1.74%
- YTD
- -0.53%
- 6M
- 0.32%
- 1Y
- 3.72%
- 3Y*
- 3.29%
- 5Y*
- 0.06%
- 10Y*
- —
ANWPX
- 1D
- 1.42%
- 1M
- -3.47%
- YTD
- -3.95%
- 6M
- -2.45%
- 1Y
- 17.48%
- 3Y*
- 15.44%
- 5Y*
- 7.36%
- 10Y*
- 12.48%
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BFFAX vs. ANWPX - Expense Ratio Comparison
BFFAX has a 0.20% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
BFFAX vs. ANWPX — Risk / Return Rank
BFFAX
ANWPX
BFFAX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America Class F-3 (BFFAX) 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.
| BFFAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.07 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.62 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.60 | -0.04 |
Martin ratioReturn relative to average drawdown | 4.48 | 6.44 | -1.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFFAX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.07 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.43 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.66 | -0.23 |
Correlation
The correlation between BFFAX and ANWPX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BFFAX vs. ANWPX - Dividend Comparison
BFFAX's dividend yield for the trailing twelve months is around 4.12%, less than ANWPX's 6.84% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFFAX American Funds The Bond Fund of America Class F-3 | 4.12% | 4.48% | 4.67% | 3.28% | 2.46% | 1.98% | 5.38% | 3.80% | 2.72% | 2.01% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.84% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
BFFAX vs. ANWPX - Drawdown Comparison
The maximum BFFAX drawdown since its inception was -17.74%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for BFFAX and ANWPX.
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Drawdown Indicators
| BFFAX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.74% | -52.34% | +34.60% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -11.48% | +8.54% |
Max Drawdown (5Y)Largest decline over 5 years | -17.74% | -34.45% | +16.71% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.45% | — |
Current DrawdownCurrent decline from peak | -2.32% | -7.44% | +5.12% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -8.13% | +3.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.93% | -1.91% |
Volatility
BFFAX vs. ANWPX - Volatility Comparison
The current volatility for American Funds The Bond Fund of America Class F-3 (BFFAX) is 1.49%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.14%. This indicates that BFFAX 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.
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Volatility by Period
| BFFAX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 6.14% | -4.65% |
Volatility (6M)Calculated over the trailing 6-month period | 2.49% | 10.41% | -7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.40% | 17.07% | -12.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 17.15% | -11.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.00% | 17.77% | -12.77% |