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New Perspective Fund, Class A Shares: (MF: ANWPX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$64.11 USD
+0.30 (0.47%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.61 | 30 |
| 3 months | 5.91 | 34 |
| 6 months | 9.54 | 43 |
| 1 Year | 22.55 | 34 |
| 3 Year | 2.87 | 56 |
| 5 Year | 13.23 | 13 |
| 10 Year | 10.93 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 180.43 |
| Bear Market (10/07 - 2/09) | -49.08 |
| Bull Market (2/09 - 3/21) | 646.95 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.16 |
| 5 Year | 10.86 |
| 10 Year | 9.96 |
| Since Inception | 12.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.40 | 2.82 | NA | NA |
| 2023 | 10.23 | 6.21 | -4.44 | 11.35 |
| 2022 | -10.02 | -19.02 | -6.09 | 8.39 |
| 2021 | 2.18 | 8.21 | -0.16 | 6.64 |
| 2020 | -18.28 | 23.77 | 12.57 | 17.11 |
| 2019 | 13.91 | 4.28 | -0.51 | 10.06 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.61 | 24.58 | -25.84 | 17.73 | 33.35 | 30.08 | -5.85 | 28.89 | 1.87 | 5.34 | 3.23 |
| % Total Return Rel to Index | -1.48 | 0.17 | -6.74 | -0.43 | 19.27 | 4.88 | 4.57 | 8.77 | -3.45 | 8.10 | 0.30 |
| % Total Return Rel to Peer | 2.45 | 5.94 | -6.28 | 1.52 | 16.68 | 5.34 | 4.17 | 6.66 | -3.70 | 7.61 | 1.35 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 2.00 | 2.00 | 2.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.52 | 0.39 | 0.22 | 0.07 | 0.47 | 0.44 | 0.19 | 0.29 | 0.26 | 0.23 |
| % Yield | 0.00 | 0.84 | 0.76 | 0.29 | 0.11 | 0.92 | 1.05 | 0.40 | 0.75 | 0.64 | 0.56 |
| Capital Gains ($) | 0.00 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 | 2.17 | 1.08 | 1.95 | 2.29 |
| Expense Ratio | 0.74 | 0.75 | 0.72 | 0.72 | 0.75 | 0.75 | 0.74 | 0.75 | 0.77 | 0.75 | 0.76 |
* 1 = Top 20%, 5 = Bottom 20%