Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNPEX (NEW PERSPECTIVE FUND CLASS 529-E) | 6.98% | 19.26% | 18.30% | 6.23% | 11.49% | 10.36% | 9.01% | … | … |
Data as of 06/04/2026, Common starting date is 03/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNPEX (NEW PERSPECTIVE FUND CLASS 529-E) | 03/20/2002 | 06/04/2026 |
| 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 (%) | 0.47 | 19.26 | 18.30 | 6.23 | 11.49 | 10.36 | 9.01 | … | … | 6.98 | 21.01 | 16.41 | 24.31 | -28.46 | 9.65 | 27.69 | 29.69 | -6.26 | 28.49 | 1.55 | 5.05 | 2.91 | 26.36 | 20.37 | -7.92 | 12.46 | 36.98 | -38.11 | 15.70 | 19.45 | 10.81 | 13.79 | 35.43 | -19.19 |
| Sharpe Ratio | NA | 1.35 | 1.04 | 0.21 | 0.55 | NA | NA | … | … | 0.95 | 1.06 | 0.99 | 1.64 | -1.15 | 0.57 | 0.86 | 2.26 | -0.45 | 3.98 | 0.09 | 0.34 | 0.26 | 2.31 | 1.49 | -0.33 | 0.67 | 1.49 | -1.08 | 0.78 | 1.38 | 0.86 | 0.98 | 2.34 | -1.23 |
| Standard Deviation(%) | NA | 13.40 | 14.80 | 17.78 | 18.20 | NA | NA | … | … | 16.47 | 17.24 | 12.91 | 12.71 | 26.05 | 16.97 | 31.84 | 12.49 | 16.94 | 7.02 | 14.50 | 14.57 | 11.26 | 11.40 | 13.76 | 24.02 | 18.34 | 24.73 | 36.03 | 16.11 | 11.70 | 9.98 | 13.13 | 14.82 | 20.26 |
| Draw Down(%) | NA | 11.53 | 17.95 | 38.89 | 38.89 | NA | NA | … | … | 11.53 | 17.95 | 8.43 | 11.45 | 33.53 | 13.59 | 32.34 | 6.67 | 19.02 | 2.51 | 13.55 | 11.91 | 9.35 | 7.84 | 11.59 | 22.13 | 14.59 | 21.71 | 49.42 | 11.31 | 13.29 | 7.84 | 9.59 | 16.18 | 29.26 |
| Yield(%) | 0.00 | 6.80 | 6.60 | 3.31 | 5.19 | 5.82 | 5.51 | … | … | 0.00 | 7.39 | 5.61 | 6.20 | 0.39 | 0.06 | 0.00 | 4.37 | 6.36 | 6.46 | 3.62 | 5.86 | 6.55 | 6.18 | 0.90 | 0.70 | 0.92 | 1.26 | 6.12 | 8.97 | 8.45 | 7.77 | 0.75 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPEX (NEW PERSPECTIVE FUND CLASS 529-E) |
-10.64%
Feb 2006 – Feb 2009 |
-2.19%
Feb 2004 – Feb 2009 |
5.42%
Dec 2006 – Dec 2016 |
5.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPEX (NEW PERSPECTIVE FUND CLASS 529-E) |
25.34%
Mar 2003 – Mar 2006 |
20.84%
Sep 2002 – Sep 2007 |
14.57%
Sep 2011 – Sep 2021 |
12.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart