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Nasdaq - Delayed Quote USD

American Funds New Perspective R5 (RNPFX)

58.62
+4.27
+(7.86%)
At close: 8:02:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.40%
5y Average Return 12.09%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (Apr 8, 2025) 33.74%
Worst 1Y Total Return (Apr 8, 2025) --
Best 3Y Total Return 33.74%
Worst 3Y Total Return 2.85%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RNPFX
Category
YTD
-1.89%
9.95%
1-Month
-5.11%
2.98%
3-Month
-1.89%
8.22%
1-Year
5.91%
40.81%
3-Year
5.83%
19.17%
5-Year
15.55%
18.49%
10-Year
10.69%
11.83%
Last Bull Market
13.51%
21.12%
Last Bear Market
-18.99%
-20.34%

Annual Total Return (%) History

Year
RNPFX
Category
2025
--
--
2024
17.09%
--
2023
24.94%
--
2022
-25.64%
--
2021
18.05%
--
2020
33.74%
32.67%
2019
30.40%
30.40%
2018
-5.61%
-7.79%

2017
29.21%
30.22%
2016
2.14%
2.42%
2015
5.62%
1.26%
2014
3.50%
2.65%
2013
27.16%
26.44%
2012
21.15%
18.01%
2011
-7.35%
-6.80%
2010
13.03%
15.68%
2009
37.92%
39.03%
2008
-37.68%
-41.58%
2007
16.30%
12.98%
2006
20.21%
18.96%
2005
11.53%
11.74%
2004
14.55%
12.56%
2003
37.10%
34.32%
2002
--
-21.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.89% -- -- --
2024 8.47% 2.89% 5.84% -0.87%
2023 10.31% 6.29% -4.39% 11.45%
2022 -9.96% -18.99% -6.03% 8.48%
2021 2.27% 8.29% -0.10% 6.71%
2020 -18.21% 23.87% 12.64% 17.20%
2019 13.96% 4.36% -0.45% 10.14%
2018 2.18% 2.38% 3.90% -13.16%
2017 9.55% 6.85% 5.45% 4.68%
2016 -2.42% 0.83% 5.76% -1.84%

2015 4.75% 0.87% -6.45% 6.86%
2014 0.32% 3.21% -1.83% 1.82%
2013 6.28% 1.69% 8.33% 8.62%
2012 13.82% -4.07% 6.49% 4.20%
2011 4.20% 0.27% -16.61% 6.34%
2010 2.42% -11.32% 14.18% 8.99%
2009 -7.06% 18.49% 18.79% 5.43%
2008 -7.30% -1.78% -14.72% -19.74%
2007 1.80% 8.51% 5.22% 0.07%
2006 5.87% 0.40% 4.50% 8.22%
2005 -2.13% 0.26% 8.79% 4.48%
2004 3.31% -0.24% -1.11% 12.39%
2003 -8.20% 20.17% 7.39% 15.74%
2002 -18.22% 10.45% -- --

Rank in Category (By Total Return)

YTD 29
1-Month 42
3-Month 29
1-Year 22
3-Year 37
5-Year 16

Load Adjusted Returns

1-Year 5.91%
3-Year 5.83%
5-Year 15.55%
10-Year 10.69%

Performance & Risk

YTD Return -12.40%
5y Average Return 12.09%
Rank in Category (ytd) 29
% 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 -1.89%
Yield 0.84%
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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