RNPEX
American Funds New Perspective-R4
$62.57
-0.19 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142353.006M |
| 52 Week High | 62.77 |
| 52 Week Low | 47.088 |
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Key Data
| Symbol | RNPEX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 62.57 |
| Price Yesterday | 62.76 |
| Market Cap | 142,353.01 |
| YTD Return | 14.01% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 62.77 |
|---|---|
| 52 Week Low | 47.09 |
| Market Cap | 142,353.01M |
| Shares Outstanding | 2,275.10M |
| Income Dividend Yield | 0.82% |
| Long Term Dividend Yield | 3.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.77% |
Returns Annualized
| One Day | -53.46% |
|---|---|
| Five Days | 152.86% |
| One Months | 45.41% |
| Three Months | 23.30% |
| Six Months | 33.98% |
| Nine Months | 37.48% |
| One Year | 23.28% |
| Three Years | 3.66% |
| Five Years | 12.45% |
| Ten Years | 10.81% |
| YTD | 28.98% |
| Since Inception | 10.19% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 1.86% |
| One Month | 3.01% |
| Three Months | 5.28% |
| Six Months | 15.46% |
| Nine Months | 26.61% |
| One Year | 23.25% |
| Three Years | 11.33% |
| Five Years | 79.53% |
| Ten Years | 178.27% |
| YTD | 14.01% |
| Since Inception | 746.11% |
Yearly Returns
| 2024 | 14.01% |
|---|---|
| 2023 | 24.57% |
| 2022 | -25.87% |
| 2021 | 17.70% |
| 2020 | 33.34% |
| 2019 | 30.03% |
| 2018 | -5.90% |
| 2017 | 28.82% |
| 2016 | 1.83% |
| 2015 | 5.30% |
Risk against SP-DA
| Alpha | -5.84% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.59% |
| Downside Deviation | 3.17% |
| Coefficient of determination | 95.24% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.47 |
| Sortino | -1.71 |
| Treynor | 17.6 |
| Ulcer Index | 3.58 |
| Ulcer Performance Index | -1.52 |