RNPFX
American Funds New Perspective-R5
$63.77
-0.19 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 142383.106M |
| 52 Week High | 63.96 |
| 52 Week Low | 47.889 |
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Key Data
| Symbol | RNPFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.77 |
| Price Yesterday | 63.96 |
| Market Cap | 142,383.11 |
| YTD Return | 14.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 63.96 |
|---|---|
| 52 Week Low | 47.89 |
| Market Cap | 142,383.11M |
| Shares Outstanding | 2,232.76M |
| Income Dividend Yield | 1.05% |
| Long Term Dividend Yield | 3.88% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.93% |
Returns Annualized
| One Day | -52.78% |
|---|---|
| Five Days | 154.52% |
| One Months | 46.15% |
| Three Months | 23.72% |
| Six Months | 34.42% |
| Nine Months | 37.93% |
| One Year | 23.66% |
| Three Years | 3.98% |
| Five Years | 12.79% |
| Ten Years | 11.14% |
| YTD | 29.39% |
| Since Inception | 10.52% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 1.87% |
| One Month | 3.05% |
| Three Months | 5.37% |
| Six Months | 15.65% |
| Nine Months | 26.92% |
| One Year | 23.64% |
| Three Years | 12.35% |
| Five Years | 82.28% |
| Ten Years | 186.76% |
| YTD | 14.20% |
| Since Inception | 803.90% |
Yearly Returns
| 2024 | 14.20% |
|---|---|
| 2023 | 24.94% |
| 2022 | -25.64% |
| 2021 | 18.05% |
| 2020 | 33.74% |
| 2019 | 30.40% |
| 2018 | -5.61% |
| 2017 | 29.21% |
| 2016 | 2.14% |
| 2015 | 5.62% |
Risk against SP-DA
| Alpha | -5.44% |
|---|---|
| Beta | 1.02 |
| Correlation | 97.65% |
| Downside Deviation | 3.15% |
| Coefficient of determination | 95.36% |
| Standard Deviation | 3.35% |
| Sharpe Ratio | -0.44 |
| Sortino | -1.6 |
| Treynor | 17.98 |
| Ulcer Index | 3.55 |
| Ulcer Performance Index | -1.42 |