ANWFX
American Funds New Perspective-F2
$58.68
0.99 (1.72%)
Currency in USD / Last Updated: 4/23/2024
Category | World Large Growth |
---|---|
Market Cap | 131476.648M |
52 Week High | 60.66 |
52 Week Low | 47.722 |
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Key Data
Symbol | ANWFX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 58.68 |
Price Yesterday | 57.69 |
Market Cap | 131,476.65 |
YTD Return | 5.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0052 |
Overview
52 Week High | 60.66 |
---|---|
52 Week Low | 47.72 |
Market Cap | 131,476.65M |
Shares Outstanding | 2,240.57M |
Income Dividend Yield | 1.10% |
Long Term Dividend Yield | 4.21% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.31% |
Returns Annualized
One Day | 7,211.85% |
---|---|
Five Days | 53.99% |
One Months | -30.16% |
Three Months | 24.45% |
Six Months | 44.84% |
Nine Months | 13.90% |
One Year | 18.45% |
Three Years | 2.27% |
Five Years | 11.30% |
Ten Years | 10.58% |
YTD | 18.77% |
Since Inception | 9.77% |
Returns Total
One Day | 1.72% |
---|---|
Five Days | 0.86% |
One Month | -2.94% |
Three Months | 5.62% |
Six Months | 20.15% |
Nine Months | 10.30% |
One Year | 18.43% |
Three Years | 6.92% |
Five Years | 70.64% |
Ten Years | 172.88% |
YTD | 5.46% |
Since Inception | 331.79% |
Yearly Returns
2024 | 5.46% |
---|---|
2023 | 24.88% |
2022 | -25.69% |
2021 | 17.98% |
2020 | 33.65% |
2019 | 30.34% |
2018 | -5.65% |
2017 | 29.12% |
2016 | 2.10% |
2015 | 5.56% |
Risk against SP-DA
Alpha | -5.98% |
---|---|
Beta | 0.99 |
Correlation | 96.88% |
Downside Deviation | 3.17% |
Coefficient of determination | 93.85% |
Standard Deviation | 3.50% |
Sharpe Ratio | -0.51 |
Sortino | -1.95 |
Treynor | 13.2 |
Ulcer Index | 3.53 |
Ulcer Performance Index | -1.75 |