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New Perspective Fund, Class R-1 Shares: (MF: RNPAX)

(NASDAQ Mutual Funds) As of Jun 9, 2026 05:20 PM ET

$66.87 USD

+0.22 (0.33%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.01 78
3 months -0.43 83
6 months 2.34 78
1 Year 22.71 62
3 Year 16.54 44
5 Year 7.14 59
10 Year 12.24 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 168.76
Bear Market (10/07 - 2/09) -49.59
Bull Market (2/09 - 3/21) 718.58

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.19
5 Year 6.55
10 Year 11.48
Since Inception 11.21

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.48 NA NA NA
2025 -2.13 14.37 5.15 2.21
2024 8.21 2.61 5.58 -1.14
2023 10.02 6.01 -4.61 11.14
2022 -10.20 -19.18 -6.29 8.22
2021 2.00 8.00 -0.36 6.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.0120.3015.8923.64-26.4016.8332.3129.05-6.6027.881.05
% Total Return Rel to Index -2.00-1.04-3.32-0.76-7.31-1.3218.233.853.817.76-4.27
% Total Return Rel to Peer -3.241.823.515.00-6.840.6315.644.313.425.65-4.51
% Perf Quintile vs Peer* 4.003.002.002.004.003.002.002.002.002.005.00
% Dividends 0.000.260.000.270.020.000.000.090.070.000.00
% Yield 0.380.360.000.450.050.000.000.200.190.000.00
Capital Gains ($) 0.003.872.812.471.574.432.421.252.412.171.08
Expense Ratio 0.001.491.491.501.491.501.521.541.541.541.56

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