Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFPNX (American Funds New Perspective Fund Class 529-F-2) | 2.02% | 13.08% | 16.40% | 7.70% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFPNX (American Funds New Perspective Fund Class 529-F-2) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.52 | 13.08 | 16.40 | 7.70 | NA | NA | NA | … | … | 2.02 | 21.59 | 17.00 | 24.95 | -25.76 | 17.85 | 19.70 |
| Sharpe Ratio | NA | 0.98 | 0.96 | 0.32 | NA | NA | NA | … | … | 0.35 | 1.09 | 1.04 | 1.69 | -1.07 | 1.19 | 15.19 |
| Standard Deviation(%) | NA | 13.84 | 14.90 | 17.31 | NA | NA | NA | … | … | 17.03 | 17.23 | 12.90 | 12.71 | 25.53 | 14.98 | 13.29 |
| Draw Down(%) | NA | 11.46 | 17.90 | 34.31 | NA | NA | NA | … | … | 11.46 | 17.90 | 8.41 | 11.32 | 33.30 | 8.26 | 1.42 |
| Yield(%) | 0.00 | 7.05 | 6.90 | 5.48 | 3.93 | 2.62 | 1.97 | … | … | 0.00 | 7.74 | 6.03 | 6.62 | 3.12 | 7.93 | 4.94 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFPNX (American Funds New Perspective Fund Class 529-F-2) |
2.04%
Oct 2021 – Oct 2024 |
7.59%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFPNX (American Funds New Perspective Fund Class 529-F-2) |
23.38%
Sep 2022 – Sep 2025 |
9.82%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart