CNPAX
American Funds New Perspective-529A
$62.69
-0.20 (-0.32%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142349.553M |
| 52 Week High | 62.89 |
| 52 Week Low | 47.185 |
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Key Data
| Symbol | CNPAX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 62.69 |
| Price Yesterday | 62.89 |
| Market Cap | 142,349.55 |
| YTD Return | 14.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0023 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0079 |
Overview
| 52 Week High | 62.89 |
|---|---|
| 52 Week Low | 47.19 |
| Market Cap | 142,349.55M |
| Shares Outstanding | 2,270.69M |
| Income Dividend Yield | 0.80% |
| Long Term Dividend Yield | 3.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.75% |
Returns Annualized
| One Day | -55.22% |
|---|---|
| Five Days | 152.40% |
| One Months | 45.30% |
| Three Months | 23.25% |
| Six Months | 33.95% |
| Nine Months | 37.46% |
| One Year | 23.28% |
| Three Years | 3.66% |
| Five Years | 12.44% |
| Ten Years | 10.78% |
| YTD | 28.95% |
| Since Inception | 9.65% |
Returns Total
| One Day | -0.32% |
|---|---|
| Five Days | 1.85% |
| One Month | 3.01% |
| Three Months | 5.27% |
| Six Months | 15.45% |
| Nine Months | 26.60% |
| One Year | 23.25% |
| Three Years | 11.31% |
| Five Years | 79.42% |
| Ten Years | 177.55% |
| YTD | 14.00% |
| Since Inception | 678.18% |
Yearly Returns
| 2024 | 14.00% |
|---|---|
| 2023 | 24.58% |
| 2022 | -25.88% |
| 2021 | 17.69% |
| 2020 | 33.30% |
| 2019 | 29.99% |
| 2018 | -5.91% |
| 2017 | 28.79% |
| 2016 | 1.78% |
| 2015 | 5.25% |
Risk against SP-DA
| Alpha | -5.83% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.59% |
| Downside Deviation | 3.18% |
| Coefficient of determination | 95.23% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.47 |
| Sortino | -1.71 |
| Treynor | 17.6 |
| Ulcer Index | 3.59 |
| Ulcer Performance Index | -1.52 |