Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNPBX (NEW PERSPECTIVE FUND CLASS R-2) | 6.73% | 18.65% | 17.70% | 5.63% | 10.89% | 9.81% | 8.46% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPBX (NEW PERSPECTIVE FUND CLASS R-2) | 06/10/2002 | 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 (%) | 0.46 | 18.65 | 17.70 | 5.63 | 10.89 | 9.81 | 8.46 | … | … | 6.73 | 20.40 | 15.85 | 23.70 | -28.91 | 8.87 | 26.93 | 29.05 | -6.71 | 27.91 | 1.04 | 4.60 | 2.42 | 25.87 | 19.87 | -8.34 | 11.84 | 36.30 | -38.44 | 15.21 | 18.88 | 10.35 | 13.35 | 35.72 | -13.95 |
| 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 | 2.22 | -0.48 | 3.89 | 0.06 | 0.31 | 0.21 | 2.26 | 1.46 | -0.35 | 0.64 | 1.46 | -1.09 | 0.75 | 1.33 | 0.81 | 0.94 | 2.36 | -1.06 |
| Standard Deviation(%) | NA | 13.40 | 14.80 | 17.80 | 18.22 | NA | NA | … | … | 16.48 | 17.25 | 12.90 | 12.70 | 26.07 | 17.06 | 31.88 | 12.42 | 16.98 | 7.03 | 14.50 | 14.58 | 11.29 | 11.42 | 13.71 | 23.98 | 18.34 | 24.74 | 36.01 | 16.09 | 11.71 | 9.94 | 13.13 | 14.86 | 23.03 |
| Draw Down(%) | NA | 11.60 | 18.02 | 39.31 | 39.31 | NA | NA | … | … | 11.60 | 18.02 | 8.45 | 11.57 | 33.81 | 13.82 | 32.35 | 6.71 | 19.17 | 2.53 | 13.59 | 12.04 | 9.48 | 7.86 | 11.63 | 22.30 | 14.80 | 21.79 | 49.64 | 11.35 | 13.31 | 7.86 | 9.75 | 16.21 | 24.59 |
| Yield(%) | 0.00 | 6.58 | 6.34 | 3.07 | 4.78 | 5.33 | 5.05 | … | … | 0.00 | 7.14 | 5.44 | 5.87 | 0.00 | 0.00 | 0.00 | 3.86 | 5.95 | 6.34 | 3.15 | 5.54 | 6.31 | 5.75 | 0.40 | 0.22 | 0.34 | 0.74 | 5.76 | 8.55 | 8.08 | 7.43 | 0.47 | 0.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPBX (NEW PERSPECTIVE FUND CLASS R-2) |
-11.06%
Feb 2006 – Feb 2009 |
-2.63%
Feb 2004 – Feb 2009 |
4.93%
Dec 2006 – Dec 2016 |
4.80%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPBX (NEW PERSPECTIVE FUND CLASS R-2) |
25.08%
Mar 2003 – Mar 2006 |
20.48%
Sep 2002 – Sep 2007 |
14.02%
Sep 2011 – Sep 2021 |
11.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart