Nasdaq - Delayed Quote USD
American Funds New Perspective A (ANWPX)
54.37
-0.50
(-0.91%)
At close: 8:03:47 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -12.46% |
| 5y Average Return | 11.79% |
| Number of Years Up | 42 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 8, 2025) | 33.36% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 33.36% |
| Worst 3Y Total Return | 2.57% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ANWPX
Category
- YTD
- -1.95%
- 9.95%
- 1-Month
- -5.14%
- 2.98%
- 3-Month
- -1.95%
- 8.22%
- 1-Year
- 5.63%
- 40.81%
- 3-Year
- 5.55%
- 19.17%
- 5-Year
- 15.24%
- 18.49%
- 10-Year
- 10.39%
- 11.83%
- Last Bull Market
- 13.33%
- 21.12%
- Last Bear Market
- -19.03%
- -20.34%
Annual Total Return (%) History
Year
ANWPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.95% | -- | -- | -- |
| 2024 | 8.41% | 2.82% | 5.78% | -0.95% |
| 2023 | 10.23% | 6.21% | -4.44% | 11.36% |
| 2022 | -10.03% | -19.03% | -6.10% | 8.40% |
| 2021 | 2.18% | 8.22% | -0.16% | 6.65% |
| 2020 | -18.28% | 23.77% | 12.57% | 17.13% |
| 2019 | 13.91% | 4.29% | -0.51% | 10.07% |
| 2018 | 2.13% | 2.29% | 3.86% | -13.23% |
| 2017 | 9.51% | 6.77% | 5.40% | 4.59% |
| 2016 | -2.47% | 0.77% | 5.68% | -1.92% |
| 2015 | 4.69% | 0.79% | -6.50% | 6.78% |
| 2014 | 0.27% | 3.13% | -1.85% | 1.72% |
| 2013 | 6.21% | 1.60% | 8.27% | 8.51% |
| 2012 | 13.72% | -4.17% | 6.42% | 4.13% |
| 2011 | 4.12% | 0.20% | -16.68% | 6.29% |
| 2010 | 2.38% | -11.39% | 14.10% | 8.94% |
| 2009 | -7.15% | 18.43% | 18.64% | 5.35% |
| 2008 | -7.34% | -1.84% | -14.80% | -19.78% |
| 2007 | 1.73% | 8.49% | 5.14% | -0.00% |
| 2006 | 5.76% | 0.36% | 4.44% | 8.12% |
| 2005 | -2.20% | 0.18% | 8.73% | 4.46% |
| 2004 | 3.23% | -0.28% | -1.19% | 12.34% |
| 2003 | -8.20% | 19.99% | 7.35% | 15.67% |
| 2002 | 2.12% | -8.85% | -18.28% | 10.35% |
| 2001 | -7.11% | 4.37% | -14.99% | 11.26% |
| 2000 | 6.69% | -1.50% | -7.34% | -4.75% |
| 1999 | 5.97% | 6.92% | 1.20% | 22.17% |
| 1998 | 15.50% | 2.64% | -10.21% | 20.74% |
| 1997 | 2.86% | 11.96% | 5.00% | -4.90% |
| 1996 | 4.88% | 2.09% | 1.89% | 7.49% |
| 1995 | 4.24% | 9.03% | 4.55% | 1.35% |
| 1994 | -1.73% | -0.62% | 5.55% | -0.11% |
| 1993 | 4.31% | 2.02% | 9.22% | 9.24% |
| 1992 | 0.41% | 3.37% | -1.61% | 1.81% |
| 1991 | 10.55% | -2.70% | 7.78% | 5.79% |
| 1990 | -0.72% | 7.39% | -14.04% | 6.84% |
| 1989 | 4.02% | 4.83% | 11.26% | 3.94% |
| 1988 | 3.94% | 2.92% | -2.19% | 5.50% |
| 1987 | 17.82% | 6.67% | 10.19% | -18.04% |
| 1986 | 11.54% | 2.69% | 2.42% | 8.11% |
| 1985 | 4.37% | 5.02% | 3.54% | 18.33% |
| 1984 | 0.94% | -8.13% | 6.18% | 1.69% |
| 1983 | 7.39% | 9.67% | 2.27% | 2.60% |
| 1982 | -6.49% | 2.00% | 6.60% | 19.55% |
| 1981 | 2.37% | 1.33% | -6.69% | 5.50% |
| 1980 | -5.30% | 10.69% | 13.85% | 5.16% |
| 1979 | 7.10% | 2.36% | 11.68% | 3.61% |
| 1978 | 2.16% | 12.22% | 13.52% | -5.32% |
| 1977 | -3.70% | 4.81% | -1.23% | 2.21% |
| 1976 | 16.25% | 2.08% | -4.86% | 2.89% |
| 1975 | 25.47% | 18.27% | -8.78% | 4.65% |
| 1974 | 0.00% | -7.09% | -19.21% | 7.35% |
| 1973 | -4.66% | 9.51% | -0.79% | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 44 |
| 3-Month | 30 |
| 1-Year | 24 |
| 3-Year | 41 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | -0.44% |
| 3-Year | 3.49% |
| 5-Year | 13.89% |
| 10-Year | 9.74% |
Performance & Risk
| YTD Return | -12.46% |
| 5y Average Return | 11.79% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | American Funds |
| Net Assets | 137.48B |
| YTD Return | -1.95% |
| Yield | 0.58% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.
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