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New Perspective Fund - Class F-3: (MF: FNPFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$70.00 USD
+0.19 (0.27%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.52 | 28 |
| 3 months | 14.67 | 18 |
| 6 months | 12.52 | 28 |
| 1 Year | 18.08 | 22 |
| 3 Year | 18.88 | 15 |
| 5 Year | 13.84 | 16 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 18.08 |
| 5 Year | 13.83 |
| 10 Year | NA |
| Since Inception | 13.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.86 | 14.67 | NA | NA |
| 2024 | 8.48 | 2.90 | 5.84 | -0.86 |
| 2023 | 10.34 | 6.30 | -4.38 | 11.47 |
| 2022 | -9.95 | -18.96 | -6.04 | 8.49 |
| 2021 | 2.26 | 8.31 | -0.09 | 6.72 |
| 2020 | -18.19 | 23.86 | 12.64 | 17.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.52 | 17.13 | 25.02 | -25.61 | 18.10 | 33.79 | 30.46 | -5.57 |
| % Total Return Rel to Index | 2.77 | -2.09 | 0.61 | -6.51 | -0.05 | 19.72 | 5.26 | 4.85 |
| % Total Return Rel to Peer | 1.93 | 4.75 | 6.38 | -6.05 | 1.90 | 17.12 | 5.71 | 4.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.57 | 0.70 | 0.57 | 0.42 | 0.24 | 0.62 | 0.58 |
| % Yield | 0.00 | 0.83 | 0.91 | 1.10 | 0.57 | 0.36 | 1.20 | 1.37 |
| Capital Gains ($) | 0.00 | 2.81 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 |
| Expense Ratio | 0.41 | 0.41 | 0.42 | 0.41 | 0.41 | 0.42 | 0.44 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%