ANWFX
American Funds New Perspective-F2
$63.52
-0.19 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142368.647M |
| 52 Week High | 63.71 |
| 52 Week Low | 47.722 |
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Key Data
| Symbol | ANWFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.52 |
| Price Yesterday | 63.71 |
| Market Cap | 142,368.65 |
| YTD Return | 14.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 63.71 |
|---|---|
| 52 Week Low | 47.72 |
| Market Cap | 142,368.65M |
| Shares Outstanding | 2,241.32M |
| Income Dividend Yield | 1.02% |
| Long Term Dividend Yield | 3.89% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.91% |
Returns Annualized
| One Day | -52.92% |
|---|---|
| Five Days | 153.41% |
| One Months | 45.77% |
| Three Months | 23.57% |
| Six Months | 34.34% |
| Nine Months | 37.81% |
| One Year | 23.60% |
| Three Years | 3.92% |
| Five Years | 12.73% |
| Ten Years | 11.08% |
| YTD | 29.31% |
| Since Inception | 10.19% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 1.86% |
| One Month | 3.03% |
| Three Months | 5.34% |
| Six Months | 15.62% |
| Nine Months | 26.84% |
| One Year | 23.57% |
| Three Years | 12.16% |
| Five Years | 81.76% |
| Ten Years | 185.20% |
| YTD | 14.16% |
| Since Inception | 367.44% |
Yearly Returns
| 2024 | 14.16% |
|---|---|
| 2023 | 24.88% |
| 2022 | -25.69% |
| 2021 | 17.98% |
| 2020 | 33.65% |
| 2019 | 30.34% |
| 2018 | -5.65% |
| 2017 | 29.12% |
| 2016 | 2.10% |
| 2015 | 5.56% |
Risk against SP-DA
| Alpha | -5.49% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.64% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 95.33% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.44 |
| Sortino | -1.62 |
| Treynor | 17.93 |
| Ulcer Index | 3.55 |
| Ulcer Performance Index | -1.44 |