ANWPX - American Funds New Perspective A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return28.39%
5-Year Average Return12.97%
Number of Years Up36
Number of Years Down7
Best 1 Yr Total Return (Nov 29, 2017)37.43%
Worst 1 Yr Total Return (Nov 29, 2017)-37.83%
Best 3-Yr Total Return37.43%
Worst 3-Yr Total Return-4.73%

Trailing Returns (%) Vs. Benchmarks

ReturnANWPXCategory
YTD28.39%19.73%
1-Month0.71%1.77%
3-Month5.22%4.03%
1-Year29.45%22.31%
3-Year10.48%7.53%
5-Year12.97%10.91%
10-Year6.76%3.81%
Last Bull Market20.71%18.57%
Last Bear Market-19.74%-20.19%

Annual Total Return (%) History

Year
ANWPXCategory
2017
N/AN/A
2016
1.86%5.54%
2015
5.34%-1.69%
2014
3.23%2.79%
2013
26.77%25.19%
2012
20.77%15.84%
2011
-7.60%-7.93%
2010
12.76%13.74%
2009
37.43%35.27%
2008
-37.83%-41.91%
2007
16.04%11.28%
2006
19.87%19.72%
2005
11.28%11.61%
2004
14.27%15.27%
2003
36.76%34.49%
2002
-16.05%-19.36%
2001
-8.30%-17.51%
2000
-7.24%-9.14%
1999
40.07%41.13%
1998
28.53%13.41%
1997
14.98%12.22%
1996
17.28%16.81%
1995
20.43%17.78%
1994
2.97%-0.80%
1993
26.98%31.22%
1992
3.98%0.26%
1991
22.64%21.42%
1990
-2.08%-11.87%
1989
26.09%21.46%
1988
10.39%16.56%
1987
13.50%5.61%
1986
26.83%26.20%
1985
34.29%32.02%
1984
0.13%-6.98%
1983
23.57%26.57%
1982
21.54%18.57%
1981
2.12%-2.68%
1980
25.51%39.18%
1979
26.86%32.91%
1978
23.23%16.24%
1977
1.90%3.01%
1976
16.16%26.29%
1975
41.67%34.01%
1974
-19.43%-23.06%
1973
N/A-22.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20179.51%6.77%5.40%N/A
2016-2.47%0.77%5.68%-1.92%
20154.69%0.79%-6.50%6.78%
20140.27%3.13%-1.85%1.72%
20136.21%1.60%8.27%8.51%
201213.72%-4.17%6.42%4.13%
20114.12%0.20%-16.68%6.29%
20102.38%-11.39%14.10%8.94%
2009-7.15%18.43%18.64%5.35%
2008-7.34%-1.84%-14.80%-19.78%
20071.73%8.49%5.14%-0.00%
20065.76%0.36%4.44%8.12%
2005-2.20%0.18%8.73%4.46%
20043.23%-0.28%-1.19%12.34%
2003-8.20%19.99%7.35%15.67%
20022.12%-8.85%-18.28%10.35%
2001-7.11%4.37%-14.99%11.26%
20006.69%-1.50%-7.34%-4.75%
19995.97%6.92%1.20%22.17%
199815.50%2.64%-10.21%20.74%
19972.86%11.96%5.00%-4.90%
19964.88%2.09%1.89%7.49%
19954.24%9.03%4.55%1.35%
1994-1.73%-0.62%5.55%-0.11%
19934.31%2.02%9.22%9.24%
19920.41%3.37%-1.61%1.81%
199110.55%-2.70%7.78%5.79%
1990-0.72%7.39%-14.04%6.84%
19894.02%4.83%11.26%3.94%
19883.94%2.92%-2.19%5.50%
198717.82%6.67%10.19%-18.04%
198611.54%2.69%2.42%8.11%
19854.37%5.02%3.54%18.33%
19840.94%-8.13%6.18%1.69%
19837.39%9.67%2.27%2.60%
1982-6.49%2.00%6.60%19.55%
19812.37%1.33%-6.69%5.50%
1980-5.30%10.69%13.85%5.16%
19797.10%2.36%11.68%3.61%
19782.16%12.22%13.52%-5.32%
1977-3.70%4.81%-1.23%2.21%
197616.25%2.08%-4.86%2.89%
197525.47%18.27%-8.78%4.65%
19740.00%-7.09%-19.21%7.35%
1973-4.66%9.51%-0.79%N/A

Rank In Category (By Total Return)

YTD15
1-Month92
3-Month66
1-Year16
3-Year11
5-Year17

Load Adjusted Returns

1-Year22.01%
3-Year8.32%
5-Year11.64%
10-Year6.13%