Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| ANWFX (NEW PERSPECTIVE FUND CLASS F-2) | 9.24% | 7.59% | 8.57% | 10.83% | 9.45% | 8.65% | 10.44% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANWFX (NEW PERSPECTIVE FUND CLASS F-2) | 08/14/2008 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 08/14/2008.
AR inception is since 08/14/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.53 | 8.57 | 10.83 | 9.45 | 8.65 | 10.44 | NA | 9.24 | 7.59 | 11.92 | 19.50 | -28.07 | 10.33 | 28.41 | 30.36 | -5.79 | 29.13 | 2.08 | 5.64 | 3.46 | 27.11 | 21.07 | -7.39 | 13.01 | 37.81 | -28.61 |
| Sharpe Ratio | NA | 0.10 | 0.32 | 0.38 | 0.37 | NA | NA | 0.39 | 0.69 | 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 | 0.70 | 1.53 | -1.09 |
| Standard Deviation(%) | NA | 19.01 | 18.17 | 18.92 | 18.52 | NA | NA | 19.82 | 24.50 | 13.83 | 13.24 | 26.04 | 16.88 | 31.82 | 12.49 | 16.96 | 7.01 | 14.49 | 14.58 | 11.27 | 11.40 | 13.74 | 23.97 | 18.39 | 24.69 | 54.39 |
| Draw Down(%) | NA | 19.68 | 19.68 | 38.53 | 38.53 | NA | NA | 42.49 | 17.90 | 8.41 | 11.32 | 33.29 | 13.41 | 32.29 | 6.63 | 18.91 | 2.49 | 13.50 | 11.70 | 9.21 | 7.77 | 11.48 | 21.95 | 14.65 | 21.61 | 41.74 |
| Yield(%) | 0.00 | 0.82 | 1.10 | 1.01 | 3.34 | 5.28 | 3.66 | 4.58 | 0.00 | 0.92 | 1.37 | 0.76 | 0.60 | 0.41 | 4.90 | 6.80 | 6.95 | 4.13 | 6.35 | 7.03 | 6.76 | 1.58 | 1.25 | 1.39 | 1.97 | 7.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWFX (NEW PERSPECTIVE FUND CLASS F-2) |
-2.70%
Oct 2021 - Oct 2024 |
4.52%
Sep 2017 - Sep 2022 |
7.45%
Oct 2013 - Oct 2023 |
8.92%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWFX (NEW PERSPECTIVE FUND CLASS F-2) |
23.69%
Oct 2018 - Oct 2021 |
21.23%
Feb 2009 - Feb 2014 |
15.19%
Sep 2011 - Sep 2021 |
12.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart