Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNPCX (NEW PERSPECTIVE FUND CLASS R-3) | 12.79% | 10.76% | 13.41% | 7.10% | 8.97% | 10.34% | 8.70% | 8.81% |
Data as of 07/03/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPCX (NEW PERSPECTIVE FUND CLASS R-3) | 06/10/2002 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.56 | 10.76 | 13.41 | 7.10 | 8.97 | 10.34 | 8.70 | 8.81 | 12.79 | 11.19 | 18.70 | -28.51 | 9.56 | 27.62 | 29.63 | -6.30 | 28.47 | 1.49 | 5.07 | 2.85 | 26.42 | 20.40 | -7.93 | 12.36 | 37.08 | -38.13 | 15.74 | 19.45 | 10.92 | 13.82 | 36.21 | -13.85 |
| Sharpe Ratio | NA | 0.39 | 0.58 | 0.30 | 0.40 | NA | NA | 0.41 | 1.11 | 0.33 | 1.10 | -1.15 | 0.56 | 0.86 | 2.27 | -0.45 | 3.99 | 0.09 | 0.35 | 0.25 | 2.31 | 1.50 | -0.33 | 0.67 | 1.49 | -1.08 | 0.79 | 1.39 | 0.88 | 0.98 | 2.39 | -1.06 |
| Standard Deviation(%) | NA | 19.21 | 17.26 | 18.68 | 18.53 | NA | NA | 18.59 | 21.82 | 13.89 | 13.29 | 26.06 | 16.96 | 31.84 | 12.43 | 16.96 | 7.01 | 14.50 | 14.58 | 11.27 | 11.41 | 13.72 | 23.97 | 18.37 | 24.76 | 36.04 | 16.11 | 11.68 | 9.96 | 13.14 | 14.84 | 22.98 |
| Draw Down(%) | NA | 19.91 | 19.91 | 38.93 | 38.93 | NA | NA | 52.58 | 17.95 | 8.45 | 11.48 | 33.58 | 13.60 | 32.32 | 6.68 | 19.05 | 2.52 | 13.54 | 11.90 | 9.36 | 7.82 | 11.56 | 22.12 | 14.70 | 21.69 | 49.40 | 11.30 | 13.27 | 7.78 | 9.60 | 16.17 | 24.48 |
| Yield(%) | 0.00 | 0.26 | 0.51 | 0.29 | 2.82 | 4.47 | 4.67 | 5.34 | 0.00 | 0.30 | 0.77 | 0.32 | 0.00 | 0.00 | 4.29 | 6.30 | 6.41 | 3.59 | 5.86 | 6.53 | 6.21 | 0.95 | 0.69 | 0.82 | 1.31 | 6.14 | 9.00 | 8.49 | 7.83 | 0.84 | 0.85 | 0.00 |
Data as of 07/03/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPCX (NEW PERSPECTIVE FUND CLASS R-3) |
-10.62%
Feb 2006 - Feb 2009 |
-2.16%
Feb 2004 - Feb 2009 |
5.42%
Dec 2006 - Dec 2016 |
5.30%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPCX (NEW PERSPECTIVE FUND CLASS R-3) |
25.60%
Mar 2003 - Mar 2006 |
20.98%
Sep 2002 - Sep 2007 |
14.54%
Sep 2011 - Sep 2021 |
11.86%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart