Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNPBX (NEW PERSPECTIVE FUND CLASS 529-B) | NA | -32.41% | -10.62% | -0.81% | 0.01% | 3.68% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNPBX (NEW PERSPECTIVE FUND CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -40.62 | -32.41 | -10.62 | -0.81 | 0.01 | 3.68 | NA | … | … | 9.15 | 0.97 | -1.04 | 2.35 | 25.67 | 19.75 | -8.44 | 11.93 | 36.25 | -38.40 | 15.15 | 18.83 | 10.17 | 13.19 | 35.45 | -19.25 |
| Sharpe Ratio | NA | 1.16 | 0.47 | 0.77 | 0.25 | NA | NA | … | … | 6.30 | 0.05 | -0.07 | 0.21 | 2.25 | 1.45 | -0.35 | 0.64 | 1.46 | -1.09 | 0.76 | 1.34 | 0.80 | 0.94 | 2.34 | -1.22 |
| Standard Deviation(%) | NA | 11.37 | 13.10 | 12.92 | 19.89 | NA | NA | … | … | 6.01 | 14.50 | 15.14 | 11.29 | 11.41 | 13.72 | 24.09 | 18.37 | 24.76 | 36.03 | 16.11 | 11.68 | 9.97 | 13.07 | 14.86 | 20.09 |
| Draw Down(%) | NA | 8.03 | 17.32 | 17.32 | 52.92 | NA | NA | … | … | 1.08 | 13.62 | 12.07 | 9.51 | 7.88 | 11.66 | 22.29 | 14.67 | 21.77 | 49.64 | 11.33 | 13.32 | 7.92 | 9.79 | 16.26 | 29.97 |
| Yield(%) | 0.00 | 3.15 | 4.89 | 5.01 | 3.63 | 4.94 | 3.64 | … | … | 0.00 | 3.12 | 5.49 | 6.25 | 5.58 | 0.00 | 0.00 | 0.22 | 0.65 | 5.73 | 8.48 | 7.96 | 7.26 | 0.24 | 0.23 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPBX (NEW PERSPECTIVE FUND CLASS 529-B) |
-11.10%
Feb 2006 – Feb 2009 |
-2.71%
Feb 2004 – Feb 2009 |
4.86%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPBX (NEW PERSPECTIVE FUND CLASS 529-B) |
24.91%
Mar 2003 – Mar 2006 |
20.42%
Sep 2002 – Sep 2007 |
10.67%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart