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ANWFX: NEW PERSPECTIVE FUND CLASS F-2 (MUTUAL FUND)
Basic Info 72.71 2.57(3.41%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.21% |
| Expenses | 0.55% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.5 | 3.5 | 16.2 | 17.4 | 6.1 | 11.8 | 10.6 | 10.0 | 21.6 | 17.0 | 24.9 | -28.1 | 10.3 | 28.4 | 30.4 | -5.8 | 29.1 | 2.1 | 5.6 | 3.5 | 27.1 | 21.1 | -7.4 | 13.0 | 37.8 | -28.6 |
| Sharpe Ratio | NA | 0.98 | 1.4 | 1.08 | 0.24 | 0.58 | NA | 0.47 | 1.09 | 1.04 | 1.69 | -1.14 | 0.61 | 0.88 | 2.31 | -0.42 | 4.08 | 0.13 | 0.38 | 0.31 | 2.37 | 1.54 | -0.31 | 0.7 | 1.53 | -1.09 |
| Draw Down(%) | NA | 11.5 | 11.5 | 17.9 | 38.5 | 38.5 | NA | 42.5 | 17.9 | 8.4 | 11.3 | 33.3 | 13.4 | 32.3 | 6.6 | 18.9 | 2.5 | 13.5 | 11.7 | 9.2 | 7.8 | 11.5 | 21.9 | 14.7 | 21.6 | 41.7 |
| Standard Deviation(%) | NA | 16.5 | 13.4 | 14.8 | 17.8 | 18.2 | NA | 19.4 | 17.2 | 12.9 | 12.7 | 26.0 | 16.9 | 31.8 | 12.5 | 17.0 | 7.0 | 14.5 | 14.6 | 11.3 | 11.4 | 13.7 | 24.0 | 18.4 | 24.7 | 54.4 |
| Treynor Ratio | NA | 0.19 | 0.22 | 0.17 | 0.04 | 0.1 | NA | 0.1 | 0.17 | 0.15 | 0.23 | -0.25 | 0.1 | 0.27 | 0.26 | -0.06 | 0.34 | 0.02 | 0.06 | 0.04 | 0.31 | 0.26 | -0.08 | 0.15 | 0.46 | -0.72 |
| Alpha | NA | -0.04 | -0.02 | 0.0 | -0.01 | 0.01 | NA | 0.02 | -0.04 | 0.04 | 0.04 | -0.04 | 0.01 | 0.06 | 0.02 | 0.05 | 0.02 | -0.01 | 0.04 | 0.03 | 0.05 | 0.02 | 0.02 | 0.01 | 0.02 | -0.03 |
| Beta | NA | 0.83 | 0.86 | 0.95 | 1.03 | 1.03 | NA | 0.91 | 1.08 | 0.91 | 0.94 | 1.18 | 1.03 | 1.02 | 1.11 | 1.15 | 0.83 | 0.81 | 0.89 | 0.93 | 0.86 | 0.83 | 0.9 | 0.85 | 0.83 | 0.82 |
| RSquared | NA | 0.86 | 0.83 | 0.78 | 0.77 | 0.82 | NA | 0.87 | 0.8 | 0.71 | 0.81 | 0.84 | 0.61 | 0.89 | 0.86 | 0.85 | 0.72 | 0.88 | 0.87 | 0.8 | 0.86 | 0.93 | 0.96 | 0.95 | 0.95 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.8 | 6.0 | 6.6 | 0.8 | 0.6 | 0.4 | 4.9 | 6.8 | 6.9 | 4.1 | 6.3 | 7.0 | 6.8 | 1.6 | 1.2 | 1.4 | 2.0 | 7.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 43.9 | 6.7 | 512.6 | 41.0 | 85.1 | -89.4 | -38.0 | 20.2 | 68.9 | -36.5 | -12.2 | 21.6 | 409.2 | 17.5 | -0.8 | -5.0 | -82.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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