RNPCX
American Funds New Perspective-R3
$61.66
-0.19 (-0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142359.374M |
| 52 Week High | 61.86 |
| 52 Week Low | 46.496 |
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Key Data
| Symbol | RNPCX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 61.66 |
| Price Yesterday | 61.85 |
| Market Cap | 142,359.37 |
| YTD Return | 13.85% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0107 |
Overview
| 52 Week High | 61.86 |
|---|---|
| 52 Week Low | 46.50 |
| Market Cap | 142,359.37M |
| Shares Outstanding | 2,308.78M |
| Income Dividend Yield | 0.57% |
| Long Term Dividend Yield | 4.01% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.58% |
Returns Annualized
| One Day | -53.98% |
|---|---|
| Five Days | 152.14% |
| One Months | 45.00% |
| Three Months | 22.92% |
| Six Months | 33.58% |
| Nine Months | 37.08% |
| One Year | 22.92% |
| Three Years | 3.35% |
| Five Years | 12.11% |
| Ten Years | 10.47% |
| YTD | 28.62% |
| Since Inception | 9.84% |
Returns Total
| One Day | -0.31% |
|---|---|
| Five Days | 1.85% |
| One Month | 2.99% |
| Three Months | 5.20% |
| Six Months | 15.30% |
| Nine Months | 26.34% |
| One Year | 22.90% |
| Three Years | 10.34% |
| Five Years | 76.84% |
| Ten Years | 170.02% |
| YTD | 13.85% |
| Since Inception | 689.80% |
Yearly Returns
| 2024 | 13.85% |
|---|---|
| 2023 | 24.19% |
| 2022 | -26.09% |
| 2021 | 17.34% |
| 2020 | 32.94% |
| 2019 | 29.62% |
| 2018 | -6.17% |
| 2017 | 28.46% |
| 2016 | 1.50% |
| 2015 | 5.01% |
Risk against SP-DA
| Alpha | -6.17% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.51% |
| Downside Deviation | 3.20% |
| Coefficient of determination | 95.09% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.5 |
| Sortino | -1.81 |
| Treynor | 17.26 |
| Ulcer Index | 3.62 |
| Ulcer Performance Index | -1.6 |