UK markets close in 8 hours 14 minutes

Capital Group New Pers (LUX) ZL (0P0001771F)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
25.23-0.11 (-0.43%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up7
Number of years down2
Best 1-yr total return (Invalid Date)37.25%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return37.25%
Worst 3-yr total return2.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001771FCategory
YTD8.83%0.00%
1-month4.27%0.00%
3-month3.22%0.00%
1-year22.26%0.00%
3-year2.84%0.00%
5-year12.97%0.00%
10-year10.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001771FCategory
2024
N/AN/A
2023
24.44%N/A
2022
-25.98%N/A
2021
17.76%N/A
2020
33.31%N/A
2019
29.93%N/A
2018
-6.07%N/A
2017
28.02%N/A
2016
1.21%N/A
2015
5.35%N/A
2014
3.10%N/A
2013
26.61%N/A
2012
20.61%N/A
2011
-7.72%N/A
2010
12.61%N/A
2009
37.25%N/A
2008
-37.92%N/A
2007
15.88%N/A
2006
19.71%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.03%N/AN/AN/A
202310.21%6.18%-4.50%11.35%
2022-9.84%-19.30%-6.15%8.39%
20212.11%8.30%0.13%6.36%
2020-18.19%23.71%12.48%17.10%
201913.85%4.22%-0.56%10.12%
20181.71%2.60%3.73%-13.24%
20178.97%6.95%4.62%4.99%
2016-2.93%-0.52%5.96%-1.08%
20154.65%0.76%-6.54%6.90%
20140.23%3.10%-1.89%1.68%
20136.17%1.56%8.24%8.48%
201213.69%-4.20%6.38%4.10%
20114.09%0.17%-16.71%6.25%
20102.35%-11.42%14.06%8.90%
2009-7.18%18.39%18.60%5.31%
2008-7.37%-1.88%-14.83%-19.80%
20071.70%8.45%5.10%-0.03%
20065.73%0.33%4.41%8.09%

Rank in category (by total return)

YTD37
1-month23
3-month24
1-year34
3-year32
5-year15

Load adjusted returns

1-year15.84%
3-year1.01%
5-year11.76%
10-year9.63%