Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ANWPX (NEW PERSPECTIVE FUND CLASS A) | 7.81% | 7.46% | 12.26% | 7.43% | 8.51% | 10.03% | 8.80% | 9.65% |
Data as of 06/20/2025, AR inception is 04/10/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANWPX (NEW PERSPECTIVE FUND CLASS A) | 04/10/1980 | 06/20/2025 |
| 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 | 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 (%) | -0.80 | 7.46 | 12.26 | 7.43 | 8.51 | 10.03 | 8.80 | 9.65 | 7.81 | 11.73 | 19.24 | -28.21 | 10.14 | 28.15 | 30.10 | -5.99 | 28.91 | 1.85 | 5.41 | 3.25 | 26.80 | 20.77 | -7.60 | 12.76 | 37.44 | -37.87 | 16.16 | 19.89 | 11.23 | 14.26 | 36.78 | -16.06 | -8.31 | -7.27 | 40.00 | 28.55 | 15.01 | 17.25 | 20.40 | -2.79 | 23.84 | 3.55 | 20.55 | -5.93 | 15.22 | 3.72 | 1.18 | 12.30 | 23.72 | -7.87 | 15.47 | 17.48 | -7.08 | 31.07 |
| Sharpe Ratio | NA | 0.25 | 0.57 | 0.31 | 0.39 | NA | NA | 0.41 | 0.72 | 0.37 | 1.14 | -1.14 | 0.60 | 0.87 | 2.30 | -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 | 0.50 | 1.21 | -0.89 | 0.68 | 0.57 | -0.86 | 3.19 |
| Standard Deviation(%) | NA | 19.08 | 17.38 | 18.71 | 18.53 | NA | NA | 16.54 | 22.53 | 13.82 | 13.26 | 26.03 | 16.87 | 31.83 | 12.48 | 16.95 | 7.03 | 14.49 | 14.58 | 11.29 | 11.39 | 13.71 | 23.97 | 18.38 | 24.70 | 36.03 | 16.12 | 11.71 | 9.96 | 13.14 | 14.81 | 18.95 | 15.82 | 15.08 | 12.22 | 16.38 | 12.05 | 6.88 | 6.98 | 9.23 | 7.52 | 10.80 | 12.49 | 12.01 | 12.52 | 11.20 | 24.93 | 16.34 | 15.34 | 16.28 | 13.70 | 17.54 | 19.87 | 11.81 |
| Draw Down(%) | NA | 19.71 | 19.71 | 38.63 | 38.63 | NA | NA | 52.34 | 17.93 | 8.42 | 11.39 | 33.40 | 13.41 | 32.32 | 6.65 | 18.95 | 2.51 | 13.52 | 11.79 | 9.26 | 7.82 | 11.54 | 22.04 | 14.65 | 21.69 | 49.26 | 11.28 | 13.25 | 7.74 | 9.38 | 16.12 | 29.63 | 25.75 | 17.88 | 5.46 | 20.29 | 9.88 | 6.26 | 3.79 | 9.64 | 3.84 | 7.66 | 7.78 | 17.36 | 10.32 | 7.74 | 32.28 | 15.64 | 11.10 | 15.65 | 10.86 | 12.41 | 23.20 | 6.91 |
| Yield(%) | 0.00 | 0.59 | 0.89 | 0.66 | 3.07 | 4.73 | 5.04 | 15.44 | 0.00 | 0.67 | 1.11 | 0.59 | 0.37 | 0.16 | 4.62 | 6.55 | 6.68 | 3.86 | 6.10 | 6.77 | 6.44 | 1.24 | 0.99 | 1.11 | 1.58 | 6.30 | 9.24 | 8.72 | 8.03 | 1.04 | 0.96 | 0.77 | 1.55 | 11.22 | 10.76 | 9.39 | 8.33 | 6.10 | 6.35 | 1.53 | 1.71 | 1.65 | 2.55 | 2.67 | 2.90 | 3.21 | 2.39 | 2.42 | 2.80 | 2.84 | 3.59 | 6.62 | 6.10 | 4.17 |
Data as of 06/20/2025, AR inception is 04/10/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWPX (NEW PERSPECTIVE FUND CLASS A) |
-15.00%
Mar 2000 - Mar 2003 |
-1.82%
Feb 2004 - Feb 2009 |
2.32%
Feb 1999 - Feb 2009 |
5.68%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANWPX (NEW PERSPECTIVE FUND CLASS A) |
29.01%
Mar 1997 - Mar 2000 |
24.50%
Mar 1995 - Mar 2000 |
16.07%
Mar 1990 - Mar 2000 |
13.95%
Mar 1985 - Mar 2000 |
Annualized Rolling Returns Comparison Chart