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American Funds New Perspective A (ANWPX)

38.82 Down 0.09(0.23%) Aug 22

Risk as of Jul 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up33
Number of Years Down7
Best 1 Yr Total Return(Dec 30, 1999):40.07%
Worst 1 Yr Total Return(Dec 30, 2008):-37.83%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticANWPXCategory
Alpha (against Standard Index)6.635.20
Beta (against Standard Index)0.790.81
Mean Annual Return1.020.91
R-squared (against Standard Index)90.4684.98
Standard Deviation13.7714.60
Sharpe Ratio0.880.78
Treynor Ratio14.9813.52
5 Years
StatisticANWPXCategory
Alpha (against Standard Index)5.144.46
Beta (against Standard Index)0.840.86
Mean Annual Return1.121.07
R-squared (against Standard Index)92.2685.87
Standard Deviation14.3415.20
Sharpe Ratio0.930.86
Treynor Ratio15.5515.29
10 Years
StatisticANWPXCategory
Alpha (against Standard Index)2.400.80
Beta (against Standard Index)0.800.85
Mean Annual Return0.860.76
R-squared (against Standard Index)93.5488.08
Standard Deviation15.6617.09
Sharpe Ratio0.560.45
Treynor Ratio9.847.53