Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNPHX (NEW PERSPECTIVE FUND CLASS R-5E) | 3.51% | 16.11% | 17.45% | 8.07% | 13.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNPHX (NEW PERSPECTIVE FUND CLASS R-5E) | 11/23/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 16.11 | 17.45 | 8.07 | 13.21 | NA | NA | … | … | 3.51 | 14.50 | 16.93 | 24.89 | -25.80 | 17.84 | 33.67 | 30.66 | -5.83 | 29.10 | 1.88 | -1.91 |
| Sharpe Ratio | NA | 1.39 | 1.08 | 0.37 | 0.67 | NA | NA | … | … | 0.98 | 0.65 | 1.03 | 1.69 | -1.07 | 1.19 | 1.05 | 2.35 | -0.43 | 3.94 | 0.11 | -1.20 |
| Standard Deviation(%) | NA | 13.38 | 14.80 | 17.25 | 17.93 | NA | NA | … | … | 16.48 | 18.23 | 12.89 | 12.66 | 25.52 | 14.99 | 31.72 | 12.44 | 16.96 | 7.26 | 14.48 | 14.35 |
| Draw Down(%) | NA | 11.46 | 17.91 | 34.35 | 34.35 | NA | NA | … | … | 11.46 | 17.91 | 8.42 | 11.35 | 33.32 | 8.25 | 32.30 | 6.61 | 18.92 | 2.49 | 13.51 | 4.18 |
| Yield(%) | 0.00 | 7.15 | 7.00 | 5.50 | 8.15 | 5.43 | 4.07 | … | … | 0.00 | 7.76 | 6.03 | 6.61 | 3.08 | 7.96 | 5.51 | 5.19 | 6.91 | 7.03 | 3.98 | 6.00 |
Data as of 06/05/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPHX (NEW PERSPECTIVE FUND CLASS R-5E) |
1.98%
Oct 2021 – Oct 2024 |
6.79%
Sep 2017 – Sep 2022 |
12.54%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNPHX (NEW PERSPECTIVE FUND CLASS R-5E) |
27.20%
Dec 2018 – Dec 2021 |
20.32%
Oct 2016 – Oct 2021 |
14.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart