RNPBX
American Funds New Perspective-R2
$59.51
-0.18 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142334.824M |
| 52 Week High | 59.7 |
| 52 Week Low | 45.013 |
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Key Data
| Symbol | RNPBX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 59.51 |
| Price Yesterday | 59.69 |
| Market Cap | 142,334.82 |
| YTD Return | 13.59% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 59.70 |
|---|---|
| 52 Week Low | 45.01 |
| Market Cap | 142,334.82M |
| Shares Outstanding | 2,391.78M |
| Income Dividend Yield | 0.23% |
| Long Term Dividend Yield | 4.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.38% |
Returns Annualized
| One Day | -53.32% |
|---|---|
| Five Days | 151.93% |
| One Months | 44.44% |
| Three Months | 22.36% |
| Six Months | 33.03% |
| Nine Months | 36.47% |
| One Year | 22.37% |
| Three Years | 2.89% |
| Five Years | 11.62% |
| Ten Years | 9.98% |
| YTD | 28.05% |
| Since Inception | 9.35% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 1.85% |
| One Month | 2.96% |
| Three Months | 5.09% |
| Six Months | 15.06% |
| Nine Months | 25.92% |
| One Year | 22.35% |
| Three Years | 8.88% |
| Five Years | 72.98% |
| Ten Years | 158.33% |
| YTD | 13.59% |
| Since Inception | 615.26% |
Yearly Returns
| 2024 | 13.59% |
|---|---|
| 2023 | 23.66% |
| 2022 | -26.44% |
| 2021 | 16.83% |
| 2020 | 32.35% |
| 2019 | 29.04% |
| 2018 | -6.59% |
| 2017 | 27.89% |
| 2016 | 1.05% |
| 2015 | 4.54% |
Risk against SP-DA
| Alpha | -6.67% |
|---|---|
| Beta | 1.01 |
| Correlation | 97.41% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 94.89% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.55 |
| Sortino | -1.96 |
| Treynor | 16.76 |
| Ulcer Index | 3.67 |
| Ulcer Performance Index | -1.73 |