Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNPEX (NEW PERSPECTIVE FUND CLASS R-4) | 7.09% | 19.53% | 18.59% | 6.51% | 11.78% | 10.67% | 9.32% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPEX (NEW PERSPECTIVE FUND CLASS R-4) | 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 (%) | 0.47 | 19.53 | 18.59 | 6.51 | 11.78 | 10.67 | 9.32 | … | … | 7.09 | 21.28 | 16.71 | 24.62 | -28.27 | 9.98 | 28.05 | 30.05 | -6.03 | 28.84 | 1.82 | 5.38 | 3.18 | 26.78 | 20.77 | -7.64 | 12.73 | 37.45 | -37.91 | 16.07 | 19.83 | 11.24 | 14.25 | 36.65 | -13.70 |
| 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 | 4.03 | 0.11 | 0.37 | 0.28 | 2.35 | 1.52 | -0.32 | 0.69 | 1.51 | -1.08 | 0.81 | 1.41 | 0.90 | 1.01 | 2.41 | -1.05 |
| Standard Deviation(%) | NA | 13.40 | 14.80 | 17.77 | 18.20 | NA | NA | … | … | 16.48 | 17.24 | 12.90 | 12.71 | 26.05 | 16.92 | 31.85 | 12.45 | 16.96 | 7.03 | 14.50 | 14.58 | 11.29 | 11.41 | 13.73 | 23.97 | 18.34 | 24.74 | 36.03 | 16.10 | 11.70 | 9.99 | 13.14 | 14.89 | 23.01 |
| Draw Down(%) | NA | 11.48 | 17.92 | 38.71 | 38.71 | NA | NA | … | … | 11.48 | 17.92 | 8.43 | 11.39 | 33.43 | 13.50 | 32.31 | 6.64 | 18.98 | 2.49 | 13.52 | 11.80 | 9.28 | 7.81 | 11.52 | 22.02 | 14.67 | 21.67 | 49.27 | 11.27 | 13.23 | 7.78 | 9.41 | 16.10 | 24.44 |
| Yield(%) | 0.00 | 6.96 | 6.81 | 3.50 | 5.50 | 6.18 | 5.85 | … | … | 0.00 | 7.57 | 5.84 | 6.42 | 0.56 | 0.32 | 0.14 | 4.64 | 6.58 | 6.72 | 3.89 | 6.13 | 6.81 | 6.50 | 1.28 | 1.00 | 1.13 | 1.66 | 6.38 | 9.25 | 8.69 | 8.09 | 1.13 | 1.17 | 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 |
|---|---|---|---|---|
| RNPEX (NEW PERSPECTIVE FUND CLASS R-4) |
-10.35%
Feb 2006 – Feb 2009 |
-1.85%
Feb 2004 – Feb 2009 |
5.75%
Dec 2006 – Dec 2016 |
5.63%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPEX (NEW PERSPECTIVE FUND CLASS R-4) |
26.06%
Mar 2003 – Mar 2006 |
21.38%
Sep 2002 – Sep 2007 |
14.89%
Sep 2011 – Sep 2021 |
12.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart