Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPFBX (American Fds New Perspective) | NA | -41.17% | -14.59% | -3.43% | -1.28% | 2.88% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPFBX (American Fds New Perspective) | 04/03/2000 | 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -48.35 | -41.17 | -14.59 | -3.43 | -1.28 | 2.88 | NA | … | … | -43.57 | 1.10 | 4.53 | 2.46 | 25.86 | 19.85 | -8.30 | 11.88 | 36.40 | -38.30 | 15.14 | 18.95 | 10.42 | 13.38 | 35.76 | -16.75 | -8.96 | -13.12 |
| Sharpe Ratio | NA | -0.62 | -0.37 | -0.11 | -0.06 | NA | NA | … | … | -0.69 | 0.06 | 0.31 | 0.22 | 2.26 | 1.46 | -0.35 | 0.64 | 1.47 | -1.09 | 0.76 | 1.34 | 0.83 | 0.95 | 2.36 | -0.94 | -0.72 | -1.40 |
| Standard Deviation(%) | NA | 66.77 | 40.25 | 32.19 | 28.76 | NA | NA | … | … | 127.23 | 14.51 | 14.58 | 11.29 | 11.41 | 13.71 | 23.99 | 18.38 | 24.77 | 36.02 | 16.10 | 11.69 | 9.95 | 13.13 | 14.85 | 18.95 | 15.84 | 15.24 |
| Draw Down(%) | NA | 48.58 | 48.58 | 48.58 | 52.86 | NA | NA | … | … | 48.58 | 13.57 | 12.02 | 9.45 | 7.88 | 11.65 | 22.26 | 14.75 | 21.75 | 49.60 | 11.34 | 13.31 | 7.88 | 9.76 | 16.21 | 29.91 | 26.11 | 17.69 |
| Yield(%) | 0.00 | 3.12 | 4.85 | 5.00 | 3.63 | 5.02 | 3.17 | … | … | 0.00 | 3.08 | 5.44 | 6.20 | 5.54 | 0.11 | 0.02 | 0.17 | 0.61 | 5.65 | 8.56 | 8.03 | 7.36 | 0.33 | 0.24 | 0.20 | 0.99 | 10.48 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPFBX (American Fds New Perspective) |
-10.99%
Feb 2006 – Feb 2009 |
-2.57%
Feb 2004 – Feb 2009 |
1.66%
Jun 2000 – Jun 2010 |
5.14%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPFBX (American Fds New Perspective) |
25.12%
Mar 2003 – Mar 2006 |
20.76%
Sep 2002 – Sep 2007 |
10.80%
Mar 2003 – Mar 2013 |
7.83%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart