New Perspective Fund, Class R-6 Shares: (MF: RNPGX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$64.03 USD
+1.43 (2.28%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -1.88 | 56 |
3 months | -1.88 | 56 |
6 months | -2.73 | 48 |
1 Year | 5.96 | 34 |
3 Year | 5.89 | 43 |
5 Year | 15.61 | 18 |
10 Year | 10.74 | 4 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 5.96 |
5 Year | 15.60 |
10 Year | 10.74 |
Since Inception | 12.01 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.88 | NA | NA | NA |
2024 | 8.49 | 2.90 | 5.86 | -0.86 |
2023 | 10.33 | 6.30 | -4.36 | 11.44 |
2022 | -9.96 | -18.95 | -6.04 | 8.49 |
2021 | 2.26 | 8.30 | -0.08 | 6.72 |
2020 | -18.20 | 23.88 | 12.65 | 17.20 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -1.88 | 17.16 | 25.01 | -25.61 | 18.09 | 33.80 | 30.47 | -5.56 | 29.29 | 2.20 | 5.63 |
% Total Return Rel to Index | -0.19 | -2.06 | 0.59 | -6.51 | -0.07 | 19.72 | 5.27 | 4.86 | 9.17 | -3.12 | 8.39 |
% Total Return Rel to Peer | -1.40 | 4.78 | 6.37 | -6.04 | 1.88 | 17.13 | 5.73 | 4.46 | 7.06 | -3.37 | 7.90 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 2.00 | 1.00 | 2.00 | 1.00 | 2.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 0.57 | 0.70 | 0.57 | 0.42 | 0.24 | 0.62 | 0.58 | 0.32 | 0.40 | 0.37 |
% Yield | 0.00 | 0.83 | 0.91 | 1.10 | 0.57 | 0.36 | 1.20 | 1.37 | 0.67 | 1.06 | 0.93 |
Capital Gains ($) | 0.00 | 2.81 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 | 2.17 | 1.08 | 1.95 |
Expense Ratio | 0.00 | 0.41 | 0.42 | 0.41 | 0.41 | 0.42 | 0.44 | 0.44 | 0.45 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%