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New Perspective Fund, Class 529-c Shares: (MF: CNPCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$59.21 USD
+1.33 (2.30%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.15 | 60 |
| 3 months | -2.15 | 60 |
| 6 months | -3.27 | 56 |
| 1 Year | 4.80 | 46 |
| 3 Year | 4.70 | 60 |
| 5 Year | 14.32 | 31 |
| 10 Year | 9.49 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 186.53 |
| Bear Market (10/07 - 2/09) | -49.65 |
| Bull Market (2/09 - 3/21) | 589.23 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.75 |
| 5 Year | 14.31 |
| 10 Year | 9.49 |
| Since Inception | 8.72 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.15 | NA | NA | NA |
| 2024 | 8.17 | 2.62 | 5.57 | -1.14 |
| 2023 | 10.01 | 5.98 | -4.64 | 11.15 |
| 2022 | -10.20 | -19.20 | -6.30 | 8.20 |
| 2021 | 1.99 | 8.00 | -0.36 | 6.41 |
| 2020 | -18.42 | 23.53 | 12.32 | 16.88 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.15 | 15.85 | 23.59 | -26.43 | 16.79 | 32.31 | 29.01 | -6.61 | 27.76 | 1.02 | 4.42 |
| % Total Return Rel to Index | -0.46 | -3.37 | -0.81 | -7.34 | -1.36 | 18.23 | 3.80 | 3.81 | 7.64 | -4.30 | 7.18 |
| % Total Return Rel to Peer | -1.67 | 3.47 | 4.95 | -6.87 | 0.59 | 15.64 | 4.26 | 3.41 | 5.53 | -4.55 | 6.70 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.09 | 0.06 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.15 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 2.81 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 | 2.17 | 1.08 | 1.95 |
| Expense Ratio | 0.00 | 1.52 | 1.56 | 1.52 | 1.52 | 1.54 | 1.57 | 1.58 | 1.60 | 1.63 | 1.62 |
* 1 = Top 20%, 5 = Bottom 20%