Find A Portfolio/Ticker
Comparison Box
ANWFX: NEW PERSPECTIVE FUND CLASS F-2 (MUTUAL FUND)
Basic Info 69.64 0.42(0.60%) July 11
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (79%) |
Start Date: | 08/14/2008 |
Last Dividend Date: | 12/19/2024 |
12-Mo. Yield | 0.80% |
Expenses | 0.55% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 12.7 | 9.4 | 13.3 | 7.9 | 9.6 | 10.7 | 9.0 | 11.9 | 19.5 | -28.1 | 10.3 | 28.4 | 30.4 | -5.8 | 29.1 | 2.1 | 5.6 | 3.5 | 27.1 | 21.1 | -7.4 | 13.0 | 37.8 | -28.6 |
Sharpe Ratio | NA | 1.14 | 0.43 | 0.62 | 0.33 | 0.44 | NA | 0.41 | 0.39 | 1.16 | -1.13 | 0.61 | 0.88 | 2.32 | -0.42 | 4.08 | 0.13 | 0.38 | 0.31 | 2.37 | 1.54 | -0.31 | 0.7 | 1.53 | -1.09 |
Draw Down(%) | NA | 17.9 | 19.7 | 19.7 | 38.5 | 38.5 | NA | 42.5 | 8.4 | 11.3 | 33.3 | 13.4 | 32.3 | 6.6 | 18.9 | 2.5 | 13.5 | 11.7 | 9.2 | 7.8 | 11.5 | 21.9 | 14.7 | 21.6 | 41.7 |
Standard Deviation(%) | NA | 21.8 | 19.2 | 17.2 | 18.6 | 18.5 | NA | 19.8 | 13.8 | 13.2 | 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 | 54.4 |
Treynor Ratio | NA | 0.22 | 0.08 | 0.1 | 0.06 | 0.08 | NA | 0.09 | 0.06 | 0.17 | -0.25 | 0.1 | 0.27 | 0.26 | -0.06 | 0.34 | 0.02 | 0.06 | 0.04 | 0.31 | 0.26 | -0.08 | 0.15 | 0.46 | -0.72 |
Alpha | NA | -0.05 | -0.02 | 0.0 | -0.01 | 0.01 | NA | 0.02 | 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 | -0.03 |
Beta | NA | 1.14 | 1.05 | 1.02 | 1.07 | 1.02 | NA | 0.91 | 0.9 | 0.9 | 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 | 0.82 |
RSquared | NA | 0.81 | 0.73 | 0.76 | 0.74 | 0.81 | NA | 0.87 | 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 |
Yield(%) | N/A | 0.0 | 0.8 | 1.1 | 0.9 | 3.4 | 5.2 | N/A | 0.9 | 1.4 | 0.8 | 0.6 | 0.4 | 4.9 | 6.8 | 6.9 | 4.1 | 6.3 | 7.0 | 6.8 | 1.6 | 1.2 | 1.4 | 2.0 | 7.3 |
Dividend Growth(%) | N/A | -100.0 | -21.5 | -30.5 | -79.8 | N/A | N/A | N/A | -21.5 | 26.9 | 41.0 | 85.1 | -89.4 | -38.0 | 20.2 | 68.9 | -36.5 | -12.2 | 21.6 | 409.2 | 17.5 | -0.8 | -5.0 | -82.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) 0.78% (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) 0.58% (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) 0.62% (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) 0.0% (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) 0.57% (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) 0.04% (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) 0.77% (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) 0.69% (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) 0.64% (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) 0.21% (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) 0.64% (100%)
- TOK (iShares MSCI Kokusai ETF) 0.54% (96%)
- ACWI (iShares MSCI ACWI ETF) 0.50% (96%)
- DEW (WisdomTree Global High Dividend Fund) 0.60% (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) 0.28% (96%)
- IOO (iShares Global 100 ETF) 0.16% (95%)
- VT (Vanguard Total World Stock ETF) 0.50% (95%)
- SDIV (Global X SuperDividend ETF) 0.17% (32%)
- URTH (iShares MSCI World ETF) 0.54% (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) 0.70% (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) 0.62% (99%)
- BOE (BlackRock Global Opportunities Equity Trust) 0.44% (99%)
- GLQ (Clough Global EF) 0.28% (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) 0.33% (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) 0.29% (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) 0.23% (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) 0.22% (98%)
- EOD (Allspring Global Dividend Opportunity Fund) 0.37% (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) 0.61% (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) 0.69% (97%)