Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNFPX (American Funds New Perspective Fund Class 529-F-3) | 7.22% | 19.88% | 18.93% | 8.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNFPX (American Funds New Perspective Fund Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 19.88 | 18.93 | 8.95 | NA | NA | NA | … | … | 7.22 | 21.65 | 17.04 | 24.98 | -25.73 | 17.94 | 19.70 |
| Sharpe Ratio | NA | 1.40 | 1.09 | 0.38 | NA | NA | NA | … | … | 0.99 | 1.09 | 1.04 | 1.69 | -1.07 | 1.20 | 15.22 |
| Standard Deviation(%) | NA | 13.39 | 14.80 | 17.27 | NA | NA | NA | … | … | 16.50 | 17.24 | 12.89 | 12.72 | 25.56 | 14.99 | 13.27 |
| Draw Down(%) | NA | 11.44 | 17.89 | 34.28 | NA | NA | NA | … | … | 11.44 | 17.89 | 8.40 | 11.32 | 33.26 | 8.26 | 1.42 |
| Yield(%) | 0.00 | 7.16 | 7.05 | 5.56 | 3.97 | 2.65 | 1.99 | … | … | 0.00 | 7.80 | 6.09 | 6.66 | 3.15 | 8.01 | 5.07 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFPX (American Funds New Perspective Fund Class 529-F-3) |
2.07%
Oct 2021 – Oct 2024 |
7.64%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNFPX (American Funds New Perspective Fund Class 529-F-3) |
23.43%
Sep 2022 – Sep 2025 |
9.87%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart