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New Perspective Fund, Class F-2 Shares: (MF: ANWFX)

(NASDAQ Mutual Funds) As of Oct 5, 2026 05:30 PM ET

$76.07 USD

+0.76 (1.01%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 7.64 74
3 months 0.34 69
6 months 4.86 62
1 Year 13.61 62
3 Year 17.53 41
5 Year 7.69 52
10 Year 13.42 11

* 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) 921.97

Load Adjusted Returns as of Aug 31, 2026

1 Year 15.68
5 Year 8.52
10 Year 13.88
Since Inception 10.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.25 13.01 NA NA
2025 -1.89 14.64 5.42 2.47
2024 8.44 2.88 5.83 -0.90
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.6421.5117.0024.88-25.6817.9733.6330.33-5.6529.112.10
% Total Return Rel to Index -5.480.16-2.210.47-6.58-0.1819.565.134.778.99-3.22
% Total Return Rel to Peer -4.123.034.626.24-6.121.7716.965.594.376.88-3.46
% Perf Quintile vs Peer* 4.002.002.001.004.002.001.002.001.002.004.00
% Dividends 0.000.900.500.640.500.360.190.570.540.280.38
% Yield 0.001.181.331.471.000.490.291.151.310.601.01
Capital Gains ($) 0.003.872.812.471.574.432.421.252.412.171.08
Expense Ratio 0.520.520.510.520.510.510.530.540.540.550.55

* 1 = Top 20%, 5 = Bottom 20%