Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RNPGX (NEW PERSPECTIVE FUND CLASS R-6) | 10.38% | 15.05% | 16.87% | 13.43% | 11.71% | 12.44% | NA | 13.08% |
Data as of 06/25/2025, AR inception is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPGX (NEW PERSPECTIVE FUND CLASS R-6) | 05/04/2009 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 15.05 | 16.87 | 13.43 | 11.71 | 12.44 | NA | 13.08 | 10.38 | 17.13 | 25.06 | -25.69 | 18.00 | 33.88 | 31.22 | -5.71 | 29.32 | 2.18 | 5.71 | 3.56 | 27.23 | 21.19 | -7.33 | 13.11 | 30.14 |
| Sharpe Ratio | NA | 0.51 | 0.88 | 0.61 | 0.56 | NA | NA | 0.68 | 0.66 | 1.05 | 1.70 | -1.07 | 1.20 | 1.06 | 2.39 | -0.42 | 4.11 | 0.14 | 0.39 | 0.31 | 2.38 | 1.55 | -0.31 | 0.71 | 2.56 |
| Standard Deviation(%) | NA | 18.43 | 16.74 | 18.00 | 18.17 | NA | NA | 17.53 | 22.44 | 12.91 | 12.71 | 25.55 | 14.98 | 31.72 | 12.46 | 16.96 | 7.01 | 14.48 | 14.58 | 11.26 | 11.41 | 13.73 | 23.97 | 18.37 | 18.92 |
| Draw Down(%) | NA | 17.90 | 17.90 | 34.25 | 34.25 | NA | NA | 34.25 | 17.90 | 8.41 | 11.31 | 33.23 | 8.26 | 32.29 | 6.60 | 18.89 | 2.50 | 13.46 | 11.70 | 9.19 | 7.78 | 11.46 | 21.91 | 14.64 | 7.56 |
| Yield(%) | 0.00 | 5.39 | 5.80 | 6.80 | 7.04 | 9.26 | 8.51 | 10.64 | 0.00 | 6.13 | 6.71 | 3.19 | 8.04 | 5.59 | 5.62 | 6.86 | 7.05 | 4.20 | 6.42 | 7.10 | 6.82 | 1.64 | 1.33 | 1.46 | 1.81 |
Data as of 06/25/2025, AR inception is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPGX (NEW PERSPECTIVE FUND CLASS R-6) |
2.14%
Oct 2021 - Oct 2024 |
6.18%
Mar 2015 - Mar 2020 |
8.73%
Mar 2010 - Mar 2020 |
10.97%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPGX (NEW PERSPECTIVE FUND CLASS R-6) |
27.51%
Dec 2018 - Dec 2021 |
20.57%
Oct 2016 - Oct 2021 |
15.86%
Dec 2011 - Dec 2021 |
12.61%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart