ANWPX: NEW PERSPECTIVE FUND CLASS A (MUTUAL FUND)
Basic Info 65.99 0.06(0.09%) May 22
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 04/10/1980 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.60% |
| Expenses | 1.47% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/10/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 6.2 | 7.1 | 10.3 | 9.0 | 8.3 | 10.3 | 8.9 | 9.6 | 11.7 | 19.2 | -28.2 | 10.1 | 28.2 | 30.1 | -6.0 | 28.9 | 1.8 | 5.4 | 3.3 | 26.8 | 20.8 | -7.6 | 12.8 | 37.4 | -37.9 | 16.2 | 19.9 | 11.2 | 14.3 | 36.8 | -16.1 | -8.3 | -7.3 | 40.0 | 28.5 | 15.0 | 17.2 | 20.4 | -2.8 | 23.8 | 3.6 | 20.5 | -5.9 | 15.2 | 3.7 | 1.2 | 12.3 | 23.7 | -7.9 | 15.5 | 17.5 | -7.1 | 31.1 |
| Sharpe Ratio | NA | 0.68 | 0.1 | 0.31 | 0.37 | 0.36 | NA | NA | 0.41 | 0.37 | 1.14 | -1.14 | 0.6 | 0.87 | 2.3 | -0.43 | 4.04 | 0.11 | 0.37 | 0.29 | 2.35 | 1.52 | -0.32 | 0.69 | 1.51 | -1.07 | 0.82 | 1.43 | 0.91 | 1.01 | 2.44 | -0.91 | -0.68 | -0.75 | 3.01 | 1.54 | 0.95 | 1.98 | 2.37 | -0.62 | 2.88 | 0.11 | 1.34 | -0.93 | 0.76 | -0.08 | -0.11 | 0.5 | 1.21 | -0.89 | 0.68 | 0.57 | -0.86 | 3.19 |
| Draw Down(%) | NA | 17.9 | 19.7 | 19.7 | 38.6 | 38.6 | NA | NA | 52.3 | 8.4 | 11.4 | 33.4 | 13.4 | 32.3 | 6.7 | 19.0 | 2.5 | 13.5 | 11.8 | 9.3 | 7.8 | 11.5 | 22.0 | 14.7 | 21.7 | 49.3 | 11.3 | 13.2 | 7.7 | 9.4 | 16.1 | 29.6 | 25.8 | 17.9 | 5.5 | 20.3 | 9.9 | 6.3 | 3.8 | 9.6 | 3.8 | 7.7 | 7.8 | 17.4 | 10.3 | 7.7 | 32.3 | 15.6 | 11.1 | 15.7 | 10.9 | 12.4 | 23.2 | 6.9 |
| Standard Deviation(%) | NA | 24.5 | 19.0 | 18.2 | 18.9 | 18.5 | NA | NA | 16.6 | 13.8 | 13.3 | 26.0 | 16.9 | 31.8 | 12.5 | 17.0 | 7.0 | 14.5 | 14.6 | 11.3 | 11.4 | 13.7 | 24.0 | 18.4 | 24.7 | 36.0 | 16.1 | 11.7 | 10.0 | 13.1 | 14.8 | 19.0 | 15.8 | 15.1 | 12.2 | 16.4 | 12.1 | 6.9 | 7.0 | 9.2 | 7.5 | 10.8 | 12.5 | 12.0 | 12.5 | 11.2 | 24.9 | 16.3 | 15.3 | 16.3 | 13.7 | 17.5 | 19.9 | 11.8 |
| Treynor Ratio | NA | 0.14 | 0.02 | 0.05 | 0.07 | 0.07 | NA | NA | 0.08 | 0.06 | 0.17 | -0.25 | 0.1 | 0.27 | 0.26 | -0.06 | 0.34 | 0.02 | 0.06 | 0.03 | 0.31 | 0.25 | -0.08 | 0.15 | 0.45 | -0.48 | 0.16 | 0.22 | 0.12 | 0.18 | 0.42 | -0.22 | -0.15 | -0.14 | 0.57 | 0.38 | 0.21 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | 0.03 | 0.03 | 0.02 | -0.04 | 0.01 | 0.06 | 0.02 | 0.05 | 0.02 | -0.01 | 0.04 | 0.03 | 0.05 | 0.02 | 0.02 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.03 | 0.02 | 0.06 | 0.06 | 0.05 | 0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.15 | 1.02 | 1.05 | 1.05 | 1.02 | NA | NA | 0.86 | 0.9 | 0.91 | 1.18 | 1.03 | 1.02 | 1.11 | 1.15 | 0.83 | 0.81 | 0.89 | 0.93 | 0.86 | 0.83 | 0.9 | 0.85 | 0.83 | 0.81 | 0.84 | 0.78 | 0.78 | 0.75 | 0.85 | 0.77 | 0.73 | 0.79 | 0.65 | 0.66 | 0.55 | 0.61 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.82 | 0.71 | 0.76 | 0.74 | 0.81 | NA | NA | 0.61 | 0.62 | 0.69 | 0.84 | 0.61 | 0.89 | 0.86 | 0.85 | 0.72 | 0.88 | 0.87 | 0.8 | 0.86 | 0.93 | 0.96 | 0.95 | 0.95 | 0.97 | 0.95 | 0.89 | 0.67 | 0.55 | 0.72 | 0.77 | 0.76 | 0.68 | 0.46 | 0.68 | 0.44 | 0.27 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.8 | 0.7 | 3.1 | 5.0 | 5.1 | N/A | 0.7 | 1.1 | 0.6 | 0.4 | 0.2 | 4.6 | 6.5 | 6.7 | 3.9 | 6.1 | 6.8 | 6.4 | 1.2 | 1.0 | 1.1 | 1.6 | 6.3 | 9.2 | 8.7 | 8.0 | 1.0 | 1.0 | 0.8 | 1.6 | 11.2 | 10.8 | 9.4 | 8.3 | 6.1 | 6.4 | 1.5 | 1.7 | 1.7 | 2.5 | 2.7 | 2.9 | 3.2 | 2.4 | 2.4 | 2.8 | 2.8 | 3.6 | 6.6 | 6.1 | 4.2 |
| Dividend Growth(%) | N/A | -100.0 | -29.6 | -36.7 | -85.0 | -22.4 | -20.6 | 92.5 | N/A | -29.6 | 32.1 | 79.2 | 187.0 | -95.6 | -39.3 | 20.4 | 73.8 | -38.2 | -12.3 | 22.8 | 519.9 | 16.1 | -1.7 | -4.9 | -85.7 | -27.6 | 15.2 | 15.6 | 760.3 | 45.2 | 6.0 | -54.9 | -88.8 | 31.3 | 37.2 | 22.0 | 48.5 | 11.0 | 295.7 | 9.5 | 5.0 | -23.1 | -13.3 | 3.4 | -9.4 | 33.3 | 9.1 | 4.8 | -12.5 | -11.1 | -41.3 | -6.1 | 85.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/1980
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