Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNPFX (NEW PERSPECTIVE FUND CLASS R-5) | 7.20% | 19.88% | 18.94% | 8.96% | 13.69% | 12.04% | 10.42% | … | … |
Data as of 06/04/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPFX (NEW PERSPECTIVE FUND CLASS R-5) | 06/07/2002 | 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 | 19.88 | 18.94 | 8.96 | 13.69 | 12.04 | 10.42 | … | … | 7.20 | 21.65 | 17.06 | 25.00 | -25.72 | 17.95 | 33.81 | 30.42 | -5.75 | 29.23 | 2.13 | 5.69 | 3.50 | 27.16 | 21.15 | -7.35 | 13.03 | 37.93 | -37.75 | 16.42 | 20.20 | 11.53 | 14.55 | 37.10 | -12.69 |
| Sharpe Ratio | NA | 1.40 | 1.09 | 0.38 | 0.68 | NA | NA | … | … | 0.99 | 1.09 | 1.04 | 1.70 | -1.07 | 1.20 | 1.05 | 2.33 | -0.42 | 4.09 | 0.13 | 0.39 | 0.31 | 2.38 | 1.55 | -0.31 | 0.70 | 1.53 | -1.07 | 0.83 | 1.44 | 0.93 | 1.03 | 2.45 | -0.98 |
| Standard Deviation(%) | NA | 13.41 | 14.80 | 17.27 | 17.92 | NA | NA | … | … | 16.49 | 17.24 | 12.91 | 12.70 | 25.55 | 14.98 | 31.69 | 12.42 | 16.95 | 7.02 | 14.47 | 14.56 | 11.28 | 11.40 | 13.73 | 23.99 | 18.36 | 24.74 | 36.06 | 16.13 | 11.71 | 9.96 | 13.14 | 14.84 | 22.83 |
| Draw Down(%) | NA | 11.45 | 17.89 | 34.28 | 34.28 | NA | NA | … | … | 11.45 | 17.89 | 8.41 | 11.32 | 33.26 | 8.25 | 32.29 | 6.64 | 18.91 | 2.48 | 13.48 | 11.71 | 9.20 | 7.79 | 11.48 | 21.94 | 14.65 | 21.62 | 49.16 | 11.27 | 13.23 | 7.74 | 9.33 | 16.07 | 24.45 |
| Yield(%) | 0.00 | 7.14 | 7.04 | 5.55 | 8.20 | 8.51 | 7.61 | … | … | 0.00 | 7.78 | 6.08 | 6.66 | 3.15 | 8.00 | 5.54 | 4.95 | 6.82 | 7.00 | 4.15 | 6.38 | 7.07 | 6.76 | 1.58 | 1.28 | 1.40 | 1.95 | 6.55 | 9.51 | 8.97 | 8.29 | 1.31 | 1.34 | 0.99 |
Data as of 06/04/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPFX (NEW PERSPECTIVE FUND CLASS R-5) |
-10.08%
Feb 2006 – Feb 2009 |
-1.57%
Feb 2004 – Feb 2009 |
6.06%
Dec 2006 – Dec 2016 |
6.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPFX (NEW PERSPECTIVE FUND CLASS R-5) |
27.21%
Dec 2018 – Dec 2021 |
22.00%
Sep 2002 – Sep 2007 |
15.74%
Dec 2011 – Dec 2021 |
13.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart