FWD.L vs. ANWPX
Compare and contrast key facts about Forward Partners Group plc (FWD.L) and American Funds New Perspective Fund Class A (ANWPX).
ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FWD.L or ANWPX.
Correlation
The correlation between FWD.L and ANWPX is 0.25, 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.
Performance
FWD.L vs. ANWPX - Performance Comparison
Key characteristics
Returns By Period
FWD.L
N/A
N/A
N/A
N/A
N/A
N/A
ANWPX
6.41%
5.41%
4.68%
13.80%
6.41%
6.60%
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Risk-Adjusted Performance
FWD.L vs. ANWPX — Risk-Adjusted Performance Rank
FWD.L
ANWPX
FWD.L vs. ANWPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Forward Partners Group plc (FWD.L) 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.
Dividends
FWD.L vs. ANWPX - Dividend Comparison
FWD.L has not paid dividends to shareholders, while ANWPX's dividend yield for the trailing twelve months is around 4.82%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FWD.L Forward Partners Group plc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 4.82% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% | 7.58% |
Drawdowns
FWD.L vs. ANWPX - Drawdown Comparison
Volatility
FWD.L vs. ANWPX - Volatility Comparison
The current volatility for Forward Partners Group plc (FWD.L) is 0.00%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 3.48%. This indicates that FWD.L 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.