Nasdaq - Delayed Quote USD

American Funds New Perspective 529A (CNPAX)

58.23 +0.58 (+1.01%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.89%
5y Average Return 11.08%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 37.33%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 37.33%
Worst 3Y Total Return 2.81%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNPAX
Category
YTD
8.38%
9.95%
1-Month
2.71%
2.98%
3-Month
8.38%
8.22%
1-Year
22.47%
40.81%
3-Year
4.85%
19.17%
5-Year
12.38%
18.49%
10-Year
10.55%
11.83%
Last Bull Market
39.28%
21.12%
Last Bear Market
-19.05%
-20.34%

Annual Total Return (%) History

Year
CNPAX
Category
2024
--
--
2023
24.57%
--
2022
-25.88%
--
2021
17.69%
--
2020
33.30%
32.67%
2019
29.99%
30.40%
2018
-5.91%
-7.79%
2017
28.79%
30.22%

2016
1.78%
2.42%
2015
5.24%
1.26%
2014
3.13%
2.65%
2013
26.69%
26.44%
2012
20.68%
18.01%
2011
-7.67%
-6.80%
2010
12.67%
15.68%
2009
37.33%
39.03%
2008
-37.85%
-41.58%
2007
15.93%
12.98%
2006
19.81%
18.96%
2005
11.17%
11.74%
2004
14.21%
12.56%
2003
36.76%
34.32%
2002
--
-21.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.38% -- -- --
2023 10.24% 6.19% -4.44% 11.35%
2022 -10.03% -19.05% -6.11% 8.38%
2021 2.18% 8.22% -0.18% 6.63%
2020 -18.27% 23.74% 12.55% 17.10%
2019 13.87% 4.27% -0.52% 10.05%
2018 2.11% 2.30% 3.84% -13.25%
2017 9.50% 6.74% 5.39% 4.56%
2016 -2.50% 0.75% 5.68% -1.96%
2015 4.68% 0.77% -6.52% 6.73%

2014 0.24% 3.11% -1.90% 1.71%
2013 6.19% 1.58% 8.25% 8.49%
2012 13.72% -4.17% 6.36% 4.11%
2011 4.12% 0.17% -16.68% 6.25%
2010 2.36% -11.40% 14.12% 8.86%
2009 -7.20% 18.38% 18.68% 5.33%
2008 -7.38% -1.86% -14.80% -19.76%
2007 1.71% 8.43% 5.14% -0.02%
2006 5.75% 0.36% 4.40% 8.13%
2005 -2.24% 0.19% 8.68% 4.44%
2004 3.24% -0.32% -1.19% 12.32%
2003 -8.17% 20.02% 7.31% 15.63%
2002 -8.85% -18.33% 10.30% --

Rank in Category (By Total Return)

YTD 57
1-Month 48
3-Month 57
1-Year 54
3-Year 46
5-Year 33

Load Adjusted Returns

1-Year 18.19%
3-Year 3.61%
5-Year 11.58%
10-Year 10.15%

Performance & Risk

YTD Return 5.89%
5y Average Return 11.08%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 136.04B
YTD Return 8.38%
Yield 0.81%
Morningstar Rating
Inception Date Mar 01, 2002

Fund Summary

The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.

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