OTC Markets OTCPK - Delayed Quote USD

Capital Group New Pers (LUX) A11 (0P0001L9Y5)

28.34
-0.09
(-0.32%)
At close: May 23 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 24.71%
Worst 1Y Total Return --
Best 3Y Total Return 24.71%
Worst 3Y Total Return 2.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001L9Y5
Category
YTD
0.30%
0.00%
1-Month
2.32%
0.00%
3-Month
-3.87%
0.00%
1-Year
11.97%
0.00%
3-Year
10.13%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001L9Y5
Category
2025
--
--
2024
16.59%
--
2023
24.71%
--
2022
-25.80%
--
2021
17.97%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.98% -- -- --
2024 8.10% 3.10% 5.74% -1.07%
2023 10.32% 6.20% -4.45% 11.40%
2022 -9.75% -19.25% -6.08% 8.42%
2021 2.14% 8.38% 0.13% 6.44%

Rank in Category (By Total Return)

YTD 25
1-Month 40
3-Month 25
1-Year 17
3-Year 23
5-Year --

Load Adjusted Returns

1-Year 11.97%
3-Year 10.13%
5-Year --
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Capital International Management Company Sàrl
Net Assets --
YTD Return 0.30%
Yield 0.00%
Morningstar Rating
Inception Date Nov 08, 2024

Fund Summary

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