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RNPCX: NEW PERSPECTIVE FUND CLASS R-3 (MUTUAL FUND)
Basic Info 64.49 0.36(0.56%) May 19
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.27% |
| 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 06/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 7.4 | 8.2 | 9.5 | 9.3 | 8.1 | 9.8 | 8.5 | 8.6 | 11.2 | 18.7 | -28.5 | 9.6 | 27.6 | 29.6 | -6.3 | 28.5 | 1.5 | 5.1 | 2.9 | 26.4 | 20.4 | -7.9 | 12.4 | 37.1 | -38.1 | 15.7 | 19.5 | 10.9 | 13.8 | 36.2 | -13.8 |
| Sharpe Ratio | NA | 0.66 | 0.07 | 0.28 | 0.34 | 0.34 | NA | NA | 0.39 | 0.33 | 1.1 | -1.15 | 0.56 | 0.86 | 2.27 | -0.45 | 3.99 | 0.09 | 0.35 | 0.25 | 2.31 | 1.5 | -0.33 | 0.67 | 1.49 | -1.08 | 0.79 | 1.39 | 0.88 | 0.98 | 2.39 | -1.06 |
| Draw Down(%) | NA | 18.0 | 19.9 | 19.9 | 38.9 | 38.9 | NA | NA | 52.6 | 8.5 | 11.5 | 33.6 | 13.6 | 32.3 | 6.7 | 19.0 | 2.5 | 13.5 | 11.9 | 9.4 | 7.8 | 11.6 | 22.1 | 14.7 | 21.7 | 49.4 | 11.3 | 13.3 | 7.8 | 9.6 | 16.2 | 24.5 |
| Standard Deviation(%) | NA | 24.5 | 19.0 | 18.2 | 19.0 | 18.5 | NA | NA | 18.6 | 13.9 | 13.3 | 26.1 | 17.0 | 31.8 | 12.4 | 17.0 | 7.0 | 14.5 | 14.6 | 11.3 | 11.4 | 13.7 | 24.0 | 18.4 | 24.8 | 36.0 | 16.1 | 11.7 | 10.0 | 13.1 | 14.8 | 23.0 |
| Treynor Ratio | NA | 0.14 | 0.01 | 0.05 | 0.06 | 0.06 | NA | NA | 0.08 | 0.05 | 0.16 | -0.25 | 0.09 | 0.27 | 0.26 | -0.07 | 0.34 | 0.02 | 0.06 | 0.03 | 0.31 | 0.25 | -0.09 | 0.15 | 0.45 | -0.48 | 0.15 | 0.21 | 0.11 | 0.17 | 0.42 | -0.32 |
| Alpha | NA | -0.07 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | 0.01 | 0.03 | 0.02 | -0.05 | 0.0 | 0.06 | 0.02 | 0.05 | 0.02 | -0.01 | 0.04 | 0.03 | 0.04 | 0.02 | 0.02 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 1.15 | 1.02 | 1.05 | 1.05 | 1.02 | NA | NA | 0.89 | 0.9 | 0.9 | 1.18 | 1.03 | 1.02 | 1.1 | 1.15 | 0.83 | 0.81 | 0.89 | 0.93 | 0.86 | 0.83 | 0.9 | 0.85 | 0.83 | 0.81 | 0.84 | 0.77 | 0.78 | 0.75 | 0.85 | 0.77 |
| RSquared | NA | 0.81 | 0.71 | 0.76 | 0.73 | 0.81 | NA | NA | 0.85 | 0.62 | 0.69 | 0.84 | 0.6 | 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 | 0.56 | 0.73 | 0.78 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.5 | 0.3 | 2.7 | 4.4 | 4.7 | N/A | 0.3 | 0.8 | 0.3 | 0.0 | 0.0 | 4.3 | 6.3 | 6.4 | 3.6 | 5.9 | 6.5 | 6.2 | 0.9 | 0.7 | 0.8 | 1.3 | 6.1 | 9.0 | 8.5 | 7.8 | 0.8 | 0.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -55.0 | -54.4 | -92.7 | -28.4 | N/A | N/A | N/A | -55.0 | 71.4 | N/A | N/A | -100.0 | -41.4 | 20.6 | 79.2 | -40.3 | -12.7 | 22.7 | 681.1 | 27.0 | -6.7 | -15.7 | -87.9 | -27.7 | 15.1 | 15.3 | 936.4 | 32.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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