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American Funds New Perspective F2 (ANWFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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58.71+0.47 (+0.81%)
At close: 05:21PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.71%
5-Year Average Return11.07%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)37.81%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return37.81%
Worst 3-Yr Total Return3.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnANWFXCategory
YTD8.45%9.95%
1-Month2.72%2.98%
3-Month8.45%8.22%
1-Year22.79%40.81%
3-Year5.11%19.17%
5-Year12.66%18.49%
10-Year10.85%11.83%
Last Bull Market39.57%21.12%
Last Bear Market-18.99%-20.34%

Annual Total Return (%) History

Year
ANWFXCategory
2024
N/AN/A
2023
24.89%N/A
2022
-25.69%N/A
2021
17.98%N/A
2020
33.65%32.67%
2019
30.34%30.40%
2018
-5.65%-7.79%
2017
29.11%30.22%
2016
2.10%2.42%
2015
5.56%1.26%
2014
3.46%2.65%
2013
27.11%26.44%
2012
21.07%18.01%
2011
-7.39%-6.80%
2010
13.01%15.68%
2009
37.81%39.03%
2008
N/A-41.58%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.45%N/AN/AN/A
202310.30%6.28%-4.38%11.42%
2022-9.98%-18.99%-6.06%8.47%
20212.26%8.28%-0.12%6.68%
2020-18.23%23.86%12.61%17.19%
201913.97%4.33%-0.47%10.14%
20182.19%2.34%3.91%-13.18%
20179.54%6.84%5.43%4.64%
2016-2.42%0.83%5.74%-1.87%
20154.72%0.87%-6.46%6.83%
20140.32%3.19%-1.80%1.78%
20136.28%1.69%8.30%8.59%
201213.78%-4.07%6.45%4.20%
20114.20%0.23%-16.61%6.34%
20102.46%-11.35%14.18%8.97%
2009-7.10%18.48%18.78%5.41%
2008-19.71%N/AN/AN/A

Rank In Category (By Total Return)

YTD56
1-Month45
3-Month56
1-Year52
3-Year43
5-Year26

Load Adjusted Returns

1-Year22.79%
3-Year5.11%
5-Year12.66%
10-Year10.85%