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American Funds New Perspective C (NPFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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58.00+0.90 (+1.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.01%
5-year average return12.09%
Number of years up17
Number of years down5
Best 1-yr total return (3 Jun 2024)36.39%
Worst 1-yr total return (3 Jun 2024)N/A
Best 3-yr total return36.39%
Worst 3-yr total return2.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNPFCXCategory
YTD4.39%9.95%
1-month-3.51%2.98%
3-month4.03%8.22%
1-year16.18%40.81%
3-year1.19%19.17%
5-year10.00%18.49%
10-year9.41%11.83%
Last bull market24.38%21.12%
Last bear market-19.19%-20.34%

Annual total return (%) history

Year
NPFCXCategory
2024
N/AN/A
2023
23.67%N/A
2022
-26.41%N/A
2021
16.85%N/A
2020
32.37%32.67%
2019
29.08%30.40%
2018
-6.58%-7.79%
2017
27.86%30.22%
2016
1.07%2.42%
2015
4.48%1.26%
2014
2.42%2.65%
2013
25.79%26.44%
2012
19.80%18.01%
2011
-8.33%-6.80%
2010
11.85%15.68%
2009
36.39%39.03%
2008
-38.34%-41.58%
2007
15.10%12.98%
2006
18.89%18.96%
2005
10.34%11.74%
2004
13.31%12.56%
2003
35.64%34.32%
2002
-16.73%-21.99%
2001
N/A-16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.19%N/AN/AN/A
202310.05%6.01%-4.63%11.15%
2022-10.19%-19.19%-6.28%8.19%
20212.00%8.02%-0.36%6.43%
2020-18.43%23.54%12.35%16.92%
201913.67%4.09%-0.70%9.87%
20181.90%2.13%3.64%-13.39%
20179.28%6.56%5.15%4.41%
2016-2.67%0.56%5.48%-2.11%
20154.46%0.60%-6.70%6.57%
20140.05%2.92%-2.04%1.54%
20136.00%1.42%8.02%8.32%
201213.47%-4.31%6.17%3.93%
20113.91%0.00%-16.83%6.07%
20102.20%-11.61%13.93%8.68%
2009-7.31%18.18%18.45%5.12%
2008-7.55%-2.02%-14.96%-19.95%
20071.54%8.24%4.95%-0.22%
20065.55%0.17%4.21%7.90%
2005-2.38%-0.04%8.49%4.23%
20043.02%-0.48%-1.41%12.10%
2003-8.40%19.76%7.10%15.46%
20021.91%-9.03%-18.45%10.14%
20014.04%-15.19%11.05%N/A

Rank in category (by total return)

YTD51
1-month28
3-month55
1-year57
3-year51
5-year42

Load adjusted returns

1-year15.18%
3-year1.19%
5-year10.00%
10-year9.41%