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American Funds New Perspective Fund Class F-2 (ANWFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.36-1.47 (-2.38%)
At close: 08:00PM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return8.93%
5-year average return9.31%
Number of years up10
Number of years down2
Best 1-yr total return (3 Feb 2019)37.81%
Worst 1-yr total return (3 Feb 2019)-7.39%
Best 3-yr total return37.81%
Worst 3-yr total return3.70%

Trailing returns (%) vs. Benchmarks

ReturnANWFXCategory
YTD-1.92%9.95%
1-month2.27%2.98%
3-month4.40%8.22%
1-year15.05%40.81%
3-year25.95%19.17%
5-year16.96%18.49%
10-year15.28%11.83%
Last bull market20.91%21.12%
Last bear market-19.65%-20.34%

Annual total return (%) history

Year
ANWFXCategory
2021
N/AN/A
2020
33.65%32.67%
2019
30.34%30.40%
2018
-5.65%-7.79%
2017
29.11%30.22%
2016
2.10%2.42%
2015
5.56%1.26%
2014
3.46%2.65%
2013
27.11%26.44%
2012
21.07%18.01%
2011
-7.39%-6.80%
2010
13.01%15.68%
2009
37.81%39.03%
2008
N/A-41.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20212.26%8.28%-0.12%N/A
2020-18.23%23.86%12.61%17.19%
201913.97%4.33%-0.47%10.14%
20182.19%2.34%3.91%-13.18%
20179.54%6.84%5.43%4.64%
2016-2.42%0.83%5.74%-1.87%
20154.72%0.87%-6.46%6.83%
20140.32%3.19%-1.80%1.78%
20136.28%1.69%8.30%8.59%
201213.78%-4.07%6.45%4.20%
20114.20%0.23%-16.61%6.34%
20102.46%-11.35%14.18%8.97%
2009-7.10%18.48%18.78%5.41%
2008-19.71%N/AN/AN/A

Rank in category (by total return)

YTD40
1-month28
3-month34
1-year22
3-year28
5-year30

Load adjusted returns

1-year29.60%
3-year18.70%
5-year18.16%
10-year15.66%