ANWPX
American Funds New Perspective-A
$58.91
-0.01 (-0.02%)
Currency in USD / Last Updated: 4/24/2024
Category | World Large Growth |
---|---|
Market Cap | 131451.774M |
52 Week High | 60.92 |
52 Week Low | 47.969 |
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Key Data
Symbol | ANWPX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 58.91 |
Price Yesterday | 58.92 |
Market Cap | 131,451.77 |
YTD Return | 5.38% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0.0575 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0075 |
Overview
52 Week High | 60.92 |
---|---|
52 Week Low | 47.97 |
Market Cap | 131,451.77M |
Shares Outstanding | 2,231.40M |
Income Dividend Yield | 0.89% |
Long Term Dividend Yield | 4.20% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.08% |
Returns Annualized
One Day | -4.19% |
---|---|
Five Days | 81.19% |
One Months | -29.32% |
Three Months | 21.18% |
Six Months | 43.10% |
Nine Months | 13.78% |
One Year | 18.20% |
Three Years | 2.04% |
Five Years | 11.15% |
Ten Years | 10.33% |
YTD | 18.23% |
Since Inception | 11.02% |
Returns Total
One Day | -0.02% |
---|---|
Five Days | 1.19% |
One Month | -2.98% |
Three Months | 4.92% |
Six Months | 19.43% |
Nine Months | 10.21% |
One Year | 18.18% |
Three Years | 6.22% |
Five Years | 69.52% |
Ten Years | 166.75% |
YTD | 5.38% |
Since Inception | 4,031.14% |
Yearly Returns
2024 | 5.38% |
---|---|
2023 | 24.59% |
2022 | -25.85% |
2021 | 17.73% |
2020 | 33.36% |
2019 | 30.09% |
2018 | -5.85% |
2017 | 28.89% |
2016 | 1.87% |
2015 | 5.34% |
Risk against SP-DA
Alpha | -6.40% |
---|---|
Beta | 1 |
Correlation | 98.09% |
Downside Deviation | 3.18% |
Coefficient of determination | 96.22% |
Standard Deviation | 3.51% |
Sharpe Ratio | -0.52 |
Sortino | -1.99 |
Treynor | 12.78 |
Ulcer Index | 3.57 |
Ulcer Performance Index | -1.78 |