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American Funds New Perspective R2E (RPEBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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61.58+0.52 (+0.85%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.14%
5-Year Average Return11.56%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)32.74%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.74%
Worst 3-Yr Total Return2.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRPEBXCategory
YTD11.21%9.95%
1-Month2.07%2.98%
3-Month2.70%8.22%
1-Year18.05%40.81%
3-Year2.62%19.17%
5-Year11.57%18.49%
10-Year10.11%11.83%
Last Bull Market24.51%21.12%
Last Bear Market-19.14%-20.34%

Annual Total Return (%) History

Year
RPEBXCategory
2024
N/AN/A
2023
24.00%N/A
2022
-26.21%N/A
2021
17.16%N/A
2020
32.74%32.67%
2019
29.42%30.40%
2018
-6.31%-7.79%
2017
28.27%30.22%
2016
1.40%2.42%
2015
5.16%1.26%
2014
N/A2.65%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.29%2.70%N/AN/A
202310.12%6.08%-4.56%11.23%
2022-10.13%-19.14%-6.22%8.28%
20212.06%8.10%-0.29%6.50%
2020-18.35%23.61%12.43%16.98%
201913.75%4.17%-0.64%9.93%
20182.00%2.19%3.70%-13.33%
20179.37%6.65%5.26%4.47%
2016-2.57%0.66%5.56%-2.05%
20154.70%0.79%-6.60%6.69%
20141.75%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month54
3-Month39
1-Year51
3-Year46
5-Year36

Load Adjusted Returns

1-Year18.05%
3-Year2.62%
5-Year11.57%
10-Year10.11%