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American Funds New Perspective R4 (RNPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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61.16-0.26 (-0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.44%
5-year average return12.07%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)37.45%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return37.45%
Worst 3-yr total return2.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRNPEXCategory
YTD9.13%9.95%
1-month4.30%2.98%
3-month3.42%8.22%
1-year22.72%40.81%
3-year3.01%19.17%
5-year13.10%18.49%
10-year10.45%11.83%
Last bull market24.74%21.12%
Last bear market-19.04%-20.34%

Annual total return (%) history

Year
RNPEXCategory
2024
N/AN/A
2023
24.57%N/A
2022
-25.87%N/A
2021
17.70%N/A
2020
33.34%32.67%
2019
30.03%30.40%
2018
-5.90%-7.79%
2017
28.82%30.22%
2016
1.83%2.42%
2015
5.30%1.26%
2014
3.18%2.65%
2013
26.79%26.44%
2012
20.77%18.01%
2011
-7.64%-6.80%
2010
12.73%15.68%
2009
37.45%39.03%
2008
-37.85%-41.58%
2007
15.95%12.98%
2006
19.83%18.96%
2005
11.24%11.74%
2004
14.25%12.56%
2003
36.65%34.32%
2002
N/A-21.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.38%N/AN/AN/A
202310.22%6.21%-4.45%11.37%
2022-10.05%-19.04%-6.12%8.42%
20212.18%8.20%-0.18%6.65%
2020-18.26%23.74%12.56%17.13%
201913.90%4.28%-0.54%10.07%
20182.09%2.30%3.85%-13.23%
20179.49%6.76%5.37%4.59%
2016-2.50%0.78%5.66%-1.92%
20154.68%0.77%-6.50%6.76%
20140.24%3.11%-1.87%1.73%
20136.21%1.61%8.24%8.54%
201213.75%-4.14%6.37%4.13%
20114.09%0.20%-16.67%6.27%
20102.40%-11.41%14.10%8.92%
2009-7.16%18.47%18.65%5.32%
2008-7.36%-1.86%-14.78%-19.79%
20071.71%8.48%5.11%-0.02%
20065.80%0.33%4.40%8.13%
2005-2.21%0.19%8.70%4.46%
20043.24%-0.28%-1.19%12.31%
2003-8.27%20.04%7.31%15.65%
2002-18.28%10.35%N/AN/A

Rank in category (by total return)

YTD51
1-month49
3-month36
1-year46
3-year44
5-year29

Load adjusted returns

1-year22.72%
3-year3.01%
5-year13.10%
10-year10.45%