Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNPAX (NEW PERSPECTIVE FUND CLASS 529-A) | 3.81% | 15.46% | 17.22% | 5.84% | 11.33% | 10.46% | 9.35% | … | … |
Data as of 06/08/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNPAX (NEW PERSPECTIVE FUND CLASS 529-A) | 03/15/2002 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 15.46 | 17.22 | 5.84 | 11.33 | 10.46 | 9.35 | … | … | 3.81 | 21.30 | 16.69 | 24.62 | -28.27 | 9.99 | 28.03 | 30.01 | -6.04 | 28.81 | 1.77 | 5.32 | 3.13 | 26.69 | 20.68 | -7.67 | 12.83 | 37.33 | -37.92 | 16.05 | 19.81 | 11.17 | 14.20 | 35.67 | -19.10 |
| Sharpe Ratio | NA | 0.96 | 0.94 | 0.18 | 0.54 | NA | NA | … | … | 0.33 | 1.07 | 1.01 | 1.67 | -1.14 | 0.59 | 0.87 | 2.28 | -0.44 | 4.02 | 0.11 | 0.36 | 0.28 | 2.34 | 1.52 | -0.32 | 0.69 | 1.50 | -1.08 | 0.80 | 1.41 | 0.90 | 1.00 | 2.37 | -1.21 |
| Standard Deviation(%) | NA | 13.84 | 14.90 | 17.82 | 18.23 | NA | NA | … | … | 17.03 | 17.24 | 12.91 | 12.70 | 26.03 | 16.91 | 31.85 | 12.49 | 16.98 | 7.03 | 14.48 | 14.57 | 11.26 | 11.41 | 13.72 | 24.01 | 18.37 | 24.75 | 36.04 | 16.10 | 11.69 | 9.95 | 13.16 | 14.76 | 20.18 |
| Draw Down(%) | NA | 11.49 | 17.93 | 38.69 | 38.69 | NA | NA | … | … | 11.49 | 17.93 | 8.42 | 11.39 | 33.41 | 13.49 | 32.32 | 6.65 | 18.98 | 2.51 | 13.52 | 11.83 | 9.29 | 7.83 | 11.53 | 22.05 | 14.56 | 21.68 | 49.30 | 11.29 | 13.24 | 7.77 | 9.44 | 16.10 | 29.67 |
| Yield(%) | 0.00 | 6.94 | 6.78 | 3.50 | 5.44 | 6.19 | 6.06 | … | … | 0.00 | 7.58 | 5.82 | 6.39 | 0.58 | 0.33 | 0.13 | 4.61 | 6.55 | 6.70 | 3.83 | 6.06 | 6.75 | 6.41 | 1.18 | 0.95 | 1.24 | 1.57 | 6.32 | 9.23 | 8.72 | 8.03 | 1.02 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPAX (NEW PERSPECTIVE FUND CLASS 529-A) |
-10.39%
Feb 2006 – Feb 2009 |
-1.90%
Feb 2004 – Feb 2009 |
5.71%
Dec 2006 – Dec 2016 |
5.60%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNPAX (NEW PERSPECTIVE FUND CLASS 529-A) |
25.64%
Mar 2003 – Mar 2006 |
21.17%
Sep 2002 – Sep 2007 |
14.85%
Sep 2011 – Sep 2021 |
12.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart