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American Funds New Perspective 529A (CNPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
59.72+0.18 (+0.30%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.60%
5-Year Average Return12.65%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Mar 26, 2024)37.33%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return37.33%
Worst 3-Yr Total Return2.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCNPAXCategory
YTD5.53%9.95%
1-Month5.11%2.98%
3-Month11.25%8.22%
1-Year24.03%40.81%
3-Year4.24%19.17%
5-Year12.21%18.49%
10-Year10.11%11.83%
Last Bull Market39.28%21.12%
Last Bear Market-19.05%-20.34%

Annual Total Return (%) History

Year
CNPAXCategory
2023
24.57%N/A
2022
-25.88%N/A
2021
17.69%N/A
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
N/A-21.99%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202310.24%6.19%-4.44%11.35%
2022-10.03%-19.05%-6.11%8.38%
20212.18%8.22%-0.18%6.63%
2020-18.27%23.74%12.55%17.10%
201913.87%4.27%-0.52%10.05%
20182.11%2.30%3.84%-13.25%
20179.50%6.74%5.39%4.56%
2016-2.50%0.75%5.68%-1.96%
20154.68%0.77%-6.52%6.73%
20140.24%3.11%-1.90%1.71%
20136.19%1.58%8.25%8.49%
201213.72%-4.17%6.36%4.11%
20114.12%0.17%-16.68%6.25%
20102.36%-11.40%14.12%8.86%
2009-7.20%18.38%18.68%5.33%
2008-7.38%-1.86%-14.80%-19.76%
20071.71%8.43%5.14%-0.02%
20065.75%0.36%4.40%8.13%
2005-2.24%0.19%8.68%4.44%
20043.24%-0.32%-1.19%12.32%
2003-8.17%20.02%7.31%15.63%
2002-8.85%-18.33%10.30%N/A

Rank In Category (By Total Return)

YTD63
1-Month64
3-Month62
1-Year49
3-Year43
5-Year31

Load Adjusted Returns

1-Year19.69%
3-Year3.01%
5-Year11.41%
10-Year9.72%