Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPEBX (NEW PERSPECTIVE FUND CLASS R-2E) | 6.88% | 19.00% | 18.05% | 8.15% | 12.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPEBX (NEW PERSPECTIVE FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 19.00 | 18.05 | 8.15 | 12.84 | NA | NA | … | … | 6.88 | 14.38 | 16.20 | 24.05 | -26.27 | 17.07 | 32.80 | 29.44 | -6.44 | 28.28 | 1.39 | 5.24 | -0.97 |
| Sharpe Ratio | NA | 1.34 | 1.03 | 0.33 | 0.63 | NA | NA | … | … | 0.94 | 0.65 | 0.97 | 1.62 | -1.09 | 1.14 | 1.02 | 2.25 | -0.46 | 3.82 | 0.08 | 0.36 | -0.23 |
| Standard Deviation(%) | NA | 13.38 | 14.80 | 17.26 | 17.94 | NA | NA | … | … | 16.49 | 18.06 | 12.91 | 12.70 | 25.54 | 14.98 | 31.73 | 12.45 | 16.95 | 7.27 | 14.47 | 14.60 | 12.60 |
| Draw Down(%) | NA | 11.56 | 17.98 | 34.74 | 34.74 | NA | NA | … | … | 11.56 | 17.98 | 8.44 | 11.51 | 33.65 | 8.31 | 32.33 | 6.68 | 19.07 | 2.52 | 13.54 | 11.89 | 8.79 |
| Yield(%) | 0.00 | 6.55 | 6.35 | 5.01 | 7.33 | 5.31 | 3.99 | … | … | 0.00 | 7.11 | 5.40 | 5.97 | 2.62 | 7.49 | 5.16 | 4.13 | 6.13 | 6.38 | 3.86 | 6.42 | 6.70 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPEBX (NEW PERSPECTIVE FUND CLASS R-2E) |
1.33%
Oct 2021 – Oct 2024 |
5.27%
Mar 2015 – Mar 2020 |
9.84%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPEBX (NEW PERSPECTIVE FUND CLASS R-2E) |
26.25%
Dec 2018 – Dec 2021 |
19.49%
Oct 2016 – Oct 2021 |
13.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart