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New Perspective Fund, Class F-2 Shares: (MF: ANWFX)
(NASDAQ Mutual Funds) As of May 14, 2024 08:00 PM ET
$61.00 USD
+0.38 (0.63%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.70 | 34 |
| 3 months | 4.25 | 31 |
| 6 months | 20.58 | 31 |
| 1 Year | 17.29 | 33 |
| 3 Year | 2.17 | 50 |
| 5 Year | 11.07 | 12 |
| 10 Year | 10.48 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 624.15 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 22.79 |
| 5 Year | 12.65 |
| 10 Year | 10.84 |
| Since Inception | 10.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.44 | NA | NA | NA |
| 2023 | 10.29 | 6.27 | -4.38 | 11.42 |
| 2022 | -9.98 | -18.98 | -6.05 | 8.46 |
| 2021 | 2.25 | 8.27 | -0.12 | 6.68 |
| 2020 | -18.23 | 23.85 | 12.61 | 17.17 |
| 2019 | 13.96 | 4.32 | -0.47 | 10.14 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.70 | 24.88 | -25.68 | 17.98 | 33.63 | 30.33 | -5.65 | 29.11 | 2.10 | 5.55 | 3.46 |
| % Total Return Rel to Index | -0.30 | 0.47 | -6.58 | -0.18 | 19.56 | 5.13 | 4.77 | 8.99 | -3.22 | 8.31 | 0.53 |
| % Total Return Rel to Peer | 1.51 | 6.24 | -6.12 | 1.77 | 16.96 | 5.59 | 4.37 | 6.88 | -3.46 | 7.83 | 1.58 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.64 | 0.50 | 0.36 | 0.19 | 0.57 | 0.54 | 0.28 | 0.38 | 0.34 | 0.32 |
| % Yield | 0.00 | 1.07 | 1.00 | 0.49 | 0.29 | 1.15 | 1.31 | 0.60 | 1.01 | 0.87 | 0.81 |
| Capital Gains ($) | 0.00 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 | 2.17 | 1.08 | 1.95 | 2.29 |
| Expense Ratio | 0.00 | 0.52 | 0.51 | 0.51 | 0.53 | 0.54 | 0.54 | 0.55 | 0.55 | 0.55 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%