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American Funds New Perspective R1 (RNPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.81-0.26 (-0.46%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.03%
5-year average return11.96%
Number of years up17
Number of years down4
Best 1-yr total return (21 May 2024)36.42%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return36.42%
Worst 3-yr total return2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRNPAXCategory
YTD4.40%9.95%
1-month-3.53%2.98%
3-month4.03%8.22%
1-year16.15%40.81%
3-year1.19%19.17%
5-year9.98%18.49%
10-year9.40%11.83%
Last bull market24.39%21.12%
Last bear market-19.18%-20.34%

Annual total return (%) history

Year
RNPAXCategory
2024
N/AN/A
2023
23.65%N/A
2022
-26.41%N/A
2021
16.84%N/A
2020
32.32%32.67%
2019
29.06%30.40%
2018
-6.60%-7.79%
2017
27.88%30.22%
2016
1.05%2.42%
2015
4.52%1.26%
2014
2.41%2.65%
2013
25.84%26.44%
2012
19.83%18.01%
2011
-8.34%-6.80%
2010
11.88%15.68%
2009
36.42%39.03%
2008
-38.33%-41.58%
2007
15.08%12.98%
2006
18.88%18.96%
2005
10.39%11.74%
2004
13.28%12.56%
2003
35.68%34.32%
2002
N/A-21.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.21%N/AN/AN/A
202310.02%6.01%-4.62%11.15%
2022-10.20%-19.18%-6.30%8.22%
20212.00%8.01%-0.37%6.45%
2020-18.43%23.52%12.36%16.88%
201913.68%4.08%-0.71%9.86%
20181.92%2.10%3.64%-13.40%
20179.30%6.56%5.17%4.40%
2016-2.66%0.56%5.47%-2.12%
20154.49%0.60%-6.70%6.56%
20140.06%2.94%-2.06%1.52%
20136.04%1.40%8.04%8.33%
201213.51%-4.34%6.20%3.90%
20113.89%0.00%-16.81%6.05%
20102.17%-11.58%13.94%8.69%
2009-7.34%18.24%18.40%5.16%
2008-7.55%-1.99%-14.97%-19.96%
20071.54%8.24%4.92%-0.21%
20065.58%0.13%4.20%7.91%
2005-2.41%0.00%8.47%4.29%
20043.01%-0.52%-1.37%12.08%
2003-8.42%19.84%7.06%15.47%
2002-18.44%10.08%N/AN/A

Rank in category (by total return)

YTD51
1-month29
3-month55
1-year58
3-year51
5-year42

Load adjusted returns

1-year16.15%
3-year1.19%
5-year9.98%
10-year9.40%