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RNPGX vs. FTIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RNPGX vs. FTIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds New Perspective Fund Class R-6 (RNPGX) and Fidelity Total International Index Fund (FTIHX). The values are adjusted to include any dividend payments, if applicable.

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RNPGX vs. FTIHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RNPGX
American Funds New Perspective Fund Class R-6
-3.88%21.71%17.13%25.06%-25.70%18.00%33.88%31.22%-5.71%29.31%
FTIHX
Fidelity Total International Index Fund
3.18%32.59%4.98%15.49%-16.29%8.45%11.09%21.50%-14.40%25.88%

Returns By Period

In the year-to-date period, RNPGX achieves a -3.88% return, which is significantly lower than FTIHX's 3.18% return.


RNPGX

1D
1.42%
1M
-3.45%
YTD
-3.88%
6M
-2.30%
1Y
17.84%
3Y*
15.81%
5Y*
7.70%
10Y*
12.90%

FTIHX

1D
1.36%
1M
-2.40%
YTD
3.18%
6M
6.94%
1Y
28.66%
3Y*
15.82%
5Y*
7.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RNPGX vs. FTIHX - Expense Ratio Comparison

RNPGX has a 0.42% expense ratio, which is higher than FTIHX's 0.06% expense ratio.


Return for Risk

RNPGX vs. FTIHX — Risk / Return Rank

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

RNPGX
RNPGX Risk / Return Rank: 5252
Overall Rank
RNPGX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
RNPGX Sortino Ratio Rank: 5353
Sortino Ratio Rank
RNPGX Omega Ratio Rank: 4747
Omega Ratio Rank
RNPGX Calmar Ratio Rank: 5555
Calmar Ratio Rank
RNPGX Martin Ratio Rank: 5555
Martin Ratio Rank

FTIHX
FTIHX Risk / Return Rank: 8686
Overall Rank
FTIHX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
FTIHX Sortino Ratio Rank: 8484
Sortino Ratio Rank
FTIHX Omega Ratio Rank: 8484
Omega Ratio Rank
FTIHX Calmar Ratio Rank: 8888
Calmar Ratio Rank
FTIHX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RNPGX vs. FTIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds New Perspective Fund Class R-6 (RNPGX) and Fidelity Total International Index Fund (FTIHX). 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.


RNPGXFTIHXDifference

Sharpe ratio

Return per unit of total volatility

1.09

1.81

-0.72

Sortino ratio

Return per unit of downside risk

1.65

2.40

-0.74

Omega ratio

Gain probability vs. loss probability

1.23

1.36

-0.14

Calmar ratio

Return relative to maximum drawdown

1.64

2.63

-0.99

Martin ratio

Return relative to average drawdown

6.59

10.15

-3.56

RNPGX vs. FTIHX - Sharpe Ratio Comparison

The current RNPGX Sharpe Ratio is 1.09, which is lower than the FTIHX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of RNPGX and FTIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RNPGXFTIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.09

1.81

-0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.49

-0.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.57

+0.09

Correlation

The correlation between RNPGX and FTIHX is 0.86, 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.


Dividends

RNPGX vs. FTIHX - Dividend Comparison

RNPGX's dividend yield for the trailing twelve months is around 7.15%, more than FTIHX's 2.70% yield.


TTM20252024202320222021202020192018201720162015
RNPGX
American Funds New Perspective Fund Class R-6
7.15%6.87%5.45%5.67%4.53%7.31%4.41%4.47%7.95%5.80%4.20%6.46%
FTIHX
Fidelity Total International Index Fund
2.70%2.78%2.88%2.78%2.51%2.55%1.62%2.61%2.21%0.45%0.47%0.00%

Drawdowns

RNPGX vs. FTIHX - Drawdown Comparison

The maximum RNPGX drawdown since its inception was -34.25%, roughly equal to the maximum FTIHX drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for RNPGX and FTIHX.


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Drawdown Indicators


RNPGXFTIHXDifference

Max Drawdown

Largest peak-to-trough decline

-34.25%

-35.75%

+1.50%

Max Drawdown (1Y)

Largest decline over 1 year

-11.44%

-11.25%

-0.19%

Max Drawdown (5Y)

Largest decline over 5 years

-34.25%

-29.99%

-4.26%

Max Drawdown (10Y)

Largest decline over 10 years

-34.25%

Current Drawdown

Current decline from peak

-7.39%

-7.36%

-0.03%

Average Drawdown

Average peak-to-trough decline

-5.59%

-7.31%

+1.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.92%

2.91%

+0.01%

Volatility

RNPGX vs. FTIHX - Volatility Comparison

The current volatility for American Funds New Perspective Fund Class R-6 (RNPGX) is 6.15%, while Fidelity Total International Index Fund (FTIHX) has a volatility of 7.21%. This indicates that RNPGX experiences smaller price fluctuations and is considered to be less risky than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RNPGXFTIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.15%

7.21%

-1.06%

Volatility (6M)

Calculated over the trailing 6-month period

10.42%

11.11%

-0.69%

Volatility (1Y)

Calculated over the trailing 1-year period

17.07%

16.07%

+1.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.15%

15.09%

+2.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.77%

16.02%

+1.75%