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New Perspective Fund, Class R-2 Shares: (MF: RNPBX)

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

$67.98 USD

+0.22 (0.32%)

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 22.72 62
3 Year 16.53 45
5 Year 7.13 60
10 Year 12.23 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 169.02
Bear Market (10/07 - 2/09) -49.63
Bull Market (2/09 - 3/21) 717.85

Load Adjusted Returns as of Apr 30, 2026

1 Year 16.21
5 Year 6.54
10 Year 11.48
Since Inception 11.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.48 NA NA NA
2025 -2.14 14.38 5.15 2.22
2024 8.18 2.64 5.55 -1.14
2023 10.04 6.00 -4.62 11.14
2022 -10.22 -19.17 -6.29 8.18
2021 1.98 8.01 -0.36 6.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.0120.3215.8723.65-26.4416.8232.3329.03-6.5927.891.06
% Total Return Rel to Index -2.00-1.03-3.35-0.75-7.34-1.3318.263.833.837.77-4.27
% Total Return Rel to Peer -3.241.843.495.01-6.870.6115.664.293.435.66-4.51
% Perf Quintile vs Peer* 4.003.002.002.004.003.002.002.002.002.005.00
% Dividends 0.000.250.000.130.000.000.000.130.080.000.00
% Yield 0.360.340.000.420.000.000.000.270.210.000.01
Capital Gains ($) 0.003.872.812.471.574.432.421.252.412.171.08
Expense Ratio 0.001.501.501.511.511.501.521.541.541.551.55

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