Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNPCX (NEW PERSPECTIVE FUND CLASS 529-C) | 3.08% | 15.01% | 16.33% | 4.85% | 10.46% | 9.49% | 8.23% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNPCX (NEW PERSPECTIVE FUND CLASS 529-C) | 03/15/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -3.52 | 15.01 | 16.33 | 4.85 | 10.46 | 9.49 | 8.23 | … | … | 3.08 | 20.38 | 15.83 | 23.64 | -28.92 | 8.81 | 26.88 | 29.03 | -6.73 | 27.78 | 1.00 | 4.49 | 2.31 | 25.74 | 19.70 | -8.41 | 11.93 | 36.28 | -38.44 | 15.13 | 18.86 | 10.23 | 13.22 | 35.21 | -19.25 |
| Sharpe Ratio | NA | 1.31 | 1.00 | 0.18 | 0.51 | NA | NA | … | … | 0.91 | 1.02 | 0.95 | 1.59 | -1.17 | 0.52 | 0.83 | 2.21 | -0.48 | 3.88 | 0.05 | 0.31 | 0.20 | 2.25 | 1.45 | -0.35 | 0.64 | 1.46 | -1.09 | 0.75 | 1.32 | 0.80 | 0.93 | 2.33 | -1.23 |
| Standard Deviation(%) | NA | 13.41 | 14.80 | 17.81 | 18.22 | NA | NA | … | … | 16.47 | 17.25 | 12.91 | 12.70 | 26.07 | 17.06 | 31.88 | 12.47 | 16.96 | 7.02 | 14.50 | 14.57 | 11.29 | 11.40 | 13.70 | 23.99 | 18.36 | 24.76 | 36.03 | 16.12 | 11.71 | 9.97 | 13.13 | 14.83 | 20.11 |
| Draw Down(%) | NA | 11.59 | 18.01 | 39.34 | 39.34 | NA | NA | … | … | 11.59 | 18.01 | 8.45 | 11.59 | 33.82 | 13.86 | 32.35 | 6.71 | 19.15 | 2.54 | 13.59 | 12.06 | 9.49 | 7.89 | 11.66 | 22.31 | 14.68 | 21.76 | 49.70 | 11.34 | 13.32 | 7.92 | 9.78 | 16.21 | 29.97 |
| Yield(%) | 0.00 | 6.59 | 6.29 | 3.04 | 4.74 | 5.27 | 5.01 | … | … | 0.00 | 7.11 | 5.46 | 5.71 | 0.00 | 0.00 | 0.00 | 3.77 | 5.91 | 6.36 | 3.15 | 5.55 | 6.31 | 5.66 | 0.33 | 0.21 | 0.43 | 0.73 | 5.75 | 8.52 | 8.00 | 7.31 | 0.27 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CNPCX (NEW PERSPECTIVE FUND CLASS 529-C) |
-11.10%
Feb 2006 – Feb 2009 |
-2.69%
Feb 2004 – Feb 2009 |
4.87%
Dec 2006 – Dec 2016 |
4.75%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPCX (NEW PERSPECTIVE FUND CLASS 529-C) |
24.82%
Mar 2003 – Mar 2006 |
20.39%
Sep 2002 – Sep 2007 |
13.95%
Sep 2011 – Sep 2021 |
11.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart