NPFCX
American Funds New Perspective-C
$59.50
-0.18 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142335.305M |
| 52 Week High | 59.69 |
| 52 Week Low | 45 |
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Key Data
| Symbol | NPFCX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 59.5 |
| Price Yesterday | 59.68 |
| Market Cap | 142,335.31 |
| YTD Return | 13.59% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 59.69 |
|---|---|
| 52 Week Low | 45.00 |
| Market Cap | 142,335.31M |
| Shares Outstanding | 2,392.19M |
| Income Dividend Yield | 0.20% |
| Long Term Dividend Yield | 4.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.35% |
Returns Annualized
| One Day | -53.33% |
|---|---|
| Five Days | 151.97% |
| One Months | 44.45% |
| Three Months | 22.46% |
| Six Months | 33.04% |
| Nine Months | 36.49% |
| One Year | 22.40% |
| Three Years | 2.91% |
| Five Years | 11.64% |
| Ten Years | 9.99% |
| YTD | 28.06% |
| Since Inception | 8.60% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 1.85% |
| One Month | 2.96% |
| Three Months | 5.11% |
| Six Months | 15.06% |
| Nine Months | 25.93% |
| One Year | 22.38% |
| Three Years | 8.95% |
| Five Years | 73.16% |
| Ten Years | 158.53% |
| YTD | 13.59% |
| Since Inception | 576.83% |
Yearly Returns
| 2024 | 13.59% |
|---|---|
| 2023 | 23.67% |
| 2022 | -26.41% |
| 2021 | 16.85% |
| 2020 | 32.37% |
| 2019 | 29.08% |
| 2018 | -6.59% |
| 2017 | 27.86% |
| 2016 | 1.07% |
| 2015 | 4.48% |
Risk against SP-DA
| Alpha | -6.65% |
|---|---|
| Beta | 1.01 |
| Correlation | 97.41% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 94.90% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.54 |
| Sortino | -1.95 |
| Treynor | 16.78 |
| Ulcer Index | 3.67 |
| Ulcer Performance Index | -1.72 |