Back to top
New Perspective Fund, Class C Shares: (MF: NPFCX)
(NASDAQ Mutual Funds) As of May 15, 2024 08:00 PM ET
$57.87 USD
+0.65 (1.14%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.39 | 39 |
| 3 months | 4.03 | 39 |
| 6 months | 20.01 | 37 |
| 1 Year | 16.18 | 41 |
| 3 Year | 1.29 | 58 |
| 5 Year | 10.06 | 21 |
| 10 Year | 9.43 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 168.83 |
| Bear Market (10/07 - 2/09) | -49.61 |
| Bull Market (2/09 - 3/21) | 524.29 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 20.37 |
| 5 Year | 11.64 |
| 10 Year | 9.79 |
| Since Inception | 8.26 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.19 | NA | NA | NA |
| 2023 | 10.04 | 6.00 | -4.62 | 11.15 |
| 2022 | -10.18 | -19.19 | -6.27 | 8.50 |
| 2021 | 2.00 | 8.02 | -0.36 | 6.43 |
| 2020 | -18.43 | 23.54 | 12.34 | 16.90 |
| 2019 | 13.66 | 4.09 | -0.70 | 9.86 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.39 | 23.67 | -26.19 | 16.84 | 32.35 | 29.08 | -6.58 | 27.86 | 1.08 | 4.48 | 2.42 |
| % Total Return Rel to Index | -0.62 | -0.74 | -7.09 | -1.31 | 18.28 | 3.87 | 3.83 | 7.74 | -4.25 | 7.24 | -0.50 |
| % Total Return Rel to Peer | 1.19 | 5.03 | -6.62 | 0.63 | 15.69 | 4.33 | 3.44 | 5.63 | -4.49 | 6.75 | 0.54 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.11 | 0.13 | 0.00 | 0.00 | 0.13 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.20 | 0.27 | 0.00 | 0.00 | 0.27 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.50 | 1.47 | 1.47 | 1.49 | 1.52 | 1.53 | 1.55 | 1.57 | 1.55 | 1.55 |
* 1 = Top 20%, 5 = Bottom 20%