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New Perspective Fund, Class R-2 Shares: (MF: RNPBX)
(NASDAQ Mutual Funds) As of May 15, 2024 08:00 PM ET
$57.88 USD
+0.65 (1.14%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.39 | 39 |
| 3 months | 4.03 | 39 |
| 6 months | 19.98 | 37 |
| 1 Year | 16.14 | 41 |
| 3 Year | 1.17 | 59 |
| 5 Year | 9.97 | 22 |
| 10 Year | 9.39 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 169.02 |
| Bear Market (10/07 - 2/09) | -49.64 |
| Bull Market (2/09 - 3/21) | 522.09 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 21.58 |
| 5 Year | 11.54 |
| 10 Year | 9.75 |
| Since Inception | 11.28 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.18 | NA | NA | NA |
| 2023 | 10.04 | 6.00 | -4.62 | 11.14 |
| 2022 | -10.22 | -19.17 | -6.29 | 8.18 |
| 2021 | 1.98 | 8.01 | -0.36 | 6.44 |
| 2020 | -18.42 | 23.53 | 12.35 | 16.88 |
| 2019 | 13.67 | 4.08 | -0.72 | 9.85 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.39 | 23.65 | -26.44 | 16.82 | 32.33 | 29.03 | -6.59 | 27.89 | 1.06 | 4.53 | 2.42 |
| % Total Return Rel to Index | -0.62 | -0.75 | -7.34 | -1.33 | 18.26 | 3.83 | 3.83 | 7.77 | -4.27 | 7.29 | -0.50 |
| % Total Return Rel to Peer | 1.19 | 5.01 | -6.87 | 0.61 | 15.66 | 4.29 | 3.43 | 5.66 | -4.51 | 6.81 | 0.53 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 2.00 | 2.00 | 5.00 | 1.00 | 3.00 |
| % Dividends | 0.00 | 0.13 | 0.00 | 0.00 | 0.00 | 0.13 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 0.27 | 0.21 | 0.00 | 0.01 | 0.00 | 0.00 |
| Capital Gains ($) | 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 | 1.51 | 1.51 | 1.50 | 1.52 | 1.54 | 1.54 | 1.55 | 1.55 | 1.51 | 1.54 |
* 1 = Top 20%, 5 = Bottom 20%