ANWPX
American Funds New Perspective-A
$63.75
-0.20 (-0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142361.4M |
| 52 Week High | 63.95 |
| 52 Week Low | 47.969 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | ANWPX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.75 |
| Price Yesterday | 63.95 |
| Market Cap | 142,361.40 |
| YTD Return | 14.04% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 63.95 |
|---|---|
| 52 Week Low | 47.97 |
| Market Cap | 142,361.40M |
| Shares Outstanding | 2,233.12M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 3.88% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.70% |
Returns Annualized
| One Day | -54.62% |
|---|---|
| Five Days | 152.55% |
| One Months | 45.57% |
| Three Months | 23.31% |
| Six Months | 34.04% |
| Nine Months | 37.52% |
| One Year | 23.32% |
| Three Years | 3.70% |
| Five Years | 12.48% |
| Ten Years | 10.84% |
| YTD | 29.04% |
| Since Inception | 11.20% |
Returns Total
| One Day | -0.31% |
|---|---|
| Five Days | 1.85% |
| One Month | 3.02% |
| Three Months | 5.28% |
| Six Months | 15.49% |
| Nine Months | 26.64% |
| One Year | 23.29% |
| Three Years | 11.45% |
| Five Years | 79.78% |
| Ten Years | 179.25% |
| YTD | 14.04% |
| Since Inception | 4370.55% |
Yearly Returns
| 2024 | 14.04% |
|---|---|
| 2023 | 24.59% |
| 2022 | -25.85% |
| 2021 | 17.73% |
| 2020 | 33.36% |
| 2019 | 30.09% |
| 2018 | -5.85% |
| 2017 | 28.89% |
| 2016 | 1.87% |
| 2015 | 5.34% |
Risk against SP-DA
| Alpha | -5.79% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.58% |
| Downside Deviation | 3.17% |
| Coefficient of determination | 95.21% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.46 |
| Sortino | -1.7 |
| Treynor | 17.64 |
| Ulcer Index | 3.58 |
| Ulcer Performance Index | -1.51 |