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American Funds New Perspective 529C (CNPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.28+0.11 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.63%
5-year average return11.72%
Number of years up17
Number of years down4
Best 1-yr total return (17 Jun 2024)36.28%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return36.28%
Worst 3-yr total return2.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCNPCXCategory
YTD8.77%9.95%
1-month4.22%2.98%
3-month3.22%8.22%
1-year21.75%40.81%
3-year2.21%19.17%
5-year12.23%18.49%
10-year9.57%11.83%
Last bull market24.36%21.12%
Last bear market-19.20%-20.34%

Annual total return (%) history

Year
CNPCXCategory
2024
N/AN/A
2023
23.60%N/A
2022
-26.44%N/A
2021
16.80%N/A
2020
32.32%32.67%
2019
29.01%30.40%
2018
-6.61%-7.79%
2017
27.77%30.22%
2016
1.01%2.42%
2015
4.43%1.26%
2014
2.31%2.65%
2013
25.74%26.44%
2012
19.70%18.01%
2011
-8.41%-6.80%
2010
11.80%15.68%
2009
36.28%39.03%
2008
-38.38%-41.58%
2007
15.02%12.98%
2006
18.86%18.96%
2005
10.23%11.74%
2004
13.22%12.56%
2003
35.48%34.32%
2002
N/A-21.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.18%N/AN/AN/A
202310.02%5.99%-4.64%11.16%
2022-10.20%-19.20%-6.30%8.20%
20211.99%8.01%-0.36%6.42%
2020-18.42%23.53%12.33%16.89%
201913.67%4.07%-0.73%9.85%
20181.93%2.09%3.62%-13.39%
20179.27%6.55%5.14%4.37%
2016-2.67%0.53%5.49%-2.14%
20154.46%0.60%-6.71%6.52%
20140.03%2.92%-2.10%1.51%
20136.00%1.39%8.02%8.31%
201213.49%-4.38%6.16%3.89%
20113.90%-0.03%-16.83%6.03%
20102.15%-11.58%13.90%8.68%
2009-7.34%18.18%18.39%5.12%
2008-7.57%-2.05%-14.97%-19.96%
20071.51%8.24%4.93%-0.23%
20065.56%0.13%4.19%7.92%
2005-2.44%-0.04%8.49%4.18%
20043.01%-0.52%-1.45%12.11%
2003-8.41%19.71%7.06%15.42%
2002-9.04%-18.48%10.08%N/A

Rank in category (by total return)

YTD52
1-month51
3-month39
1-year54
3-year53
5-year40

Load adjusted returns

1-year20.75%
3-year2.21%
5-year12.23%
10-year9.57%