Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NPFFX (NEW PERSPECTIVE FUND CLASS F-1) | 7.07% | 19.51% | 18.56% | 6.51% | 11.76% | 10.65% | 9.31% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NPFFX (NEW PERSPECTIVE FUND CLASS F-1) | 04/06/2001 | 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 19.51 | 18.56 | 6.51 | 11.76 | 10.65 | 9.31 | … | … | 7.07 | 21.27 | 16.68 | 24.58 | -28.26 | 10.02 | 28.07 | 30.00 | -6.06 | 28.80 | 1.80 | 5.35 | 3.16 | 26.73 | 20.76 | -7.65 | 12.72 | 37.48 | -37.92 | 16.14 | 19.86 | 11.23 | 14.40 | 36.64 | -16.09 | -0.40 |
| Sharpe Ratio | NA | 1.37 | 1.06 | 0.23 | 0.56 | NA | NA | … | … | 0.97 | 1.07 | 1.01 | 1.66 | -1.14 | 0.59 | 0.87 | 2.30 | -0.44 | 4.02 | 0.11 | 0.37 | 0.28 | 2.34 | 1.52 | -0.32 | 0.69 | 1.51 | -1.08 | 0.81 | 1.41 | 0.90 | 1.02 | 2.41 | -0.91 | -0.17 |
| Standard Deviation(%) | NA | 13.40 | 14.80 | 17.76 | 18.19 | NA | NA | … | … | 16.48 | 17.24 | 12.90 | 12.70 | 26.04 | 16.90 | 31.85 | 12.41 | 16.95 | 7.03 | 14.47 | 14.56 | 11.28 | 11.40 | 13.72 | 24.01 | 18.35 | 24.68 | 36.03 | 16.10 | 11.68 | 9.96 | 13.13 | 14.88 | 18.95 | 15.69 |
| Draw Down(%) | NA | 11.48 | 17.93 | 38.68 | 38.68 | NA | NA | … | … | 11.48 | 17.93 | 8.42 | 11.39 | 33.43 | 13.45 | 32.32 | 6.65 | 18.96 | 2.50 | 13.51 | 11.82 | 9.28 | 7.83 | 11.53 | 22.01 | 14.68 | 21.64 | 49.29 | 11.29 | 13.25 | 7.80 | 9.40 | 16.09 | 29.64 | 25.39 |
| Yield(%) | 0.00 | 6.88 | 6.72 | 3.45 | 5.42 | 6.11 | 5.80 | … | … | 0.00 | 7.49 | 5.75 | 6.32 | 0.54 | 0.28 | 0.10 | 4.57 | 6.49 | 6.64 | 3.82 | 6.09 | 6.72 | 6.40 | 1.21 | 0.98 | 1.10 | 1.62 | 6.32 | 9.27 | 8.75 | 8.01 | 1.17 | 1.02 | 0.82 | 1.57 |
Data as of 06/04/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPFFX (NEW PERSPECTIVE FUND CLASS F-1) |
-10.32%
Feb 2006 – Feb 2009 |
-1.84%
Feb 2004 – Feb 2009 |
5.74%
Dec 2006 – Dec 2016 |
5.62%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NPFFX (NEW PERSPECTIVE FUND CLASS F-1) |
26.10%
Mar 2003 – Mar 2006 |
21.69%
Sep 2002 – Sep 2007 |
14.87%
Sep 2011 – Sep 2021 |
12.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart