CNPAX
American Funds New Perspective-529A
$57.53
-0.87 (-1.49%)
Currency in USD / Last Updated: 4/30/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 130317.529M |
| 52 Week High | 59.91 |
| 52 Week Low | 47.185 |
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Key Data
| Symbol | CNPAX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 57.53 |
| Price Yesterday | 58.4 |
| Market Cap | 130,317.53 |
| YTD Return | 4.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0023 |
| Front Load | 0.035 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0079 |
Overview
| 52 Week High | 59.91 |
|---|---|
| 52 Week Low | 47.19 |
| Market Cap | 130,317.53M |
| Shares Outstanding | 2,265.21M |
| Income Dividend Yield | 0.88% |
| Long Term Dividend Yield | 4.30% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.17% |
Returns Annualized
| One Day | -97.73% |
|---|---|
| Five Days | -30.72% |
| One Months | -33.32% |
| Three Months | 18.23% |
| Six Months | 45.89% |
| Nine Months | 11.05% |
| One Year | 17.01% |
| Three Years | 1.92% |
| Five Years | 10.80% |
| Ten Years | 10.21% |
| YTD | 14.71% |
| Since Inception | 9.31% |
Returns Total
| One Day | -1.49% |
|---|---|
| Five Days | -0.72% |
| One Month | -3.47% |
| Three Months | 4.20% |
| Six Months | 20.40% |
| Nine Months | 8.17% |
| One Year | 16.99% |
| Three Years | 5.86% |
| Five Years | 66.86% |
| Ten Years | 163.87% |
| YTD | 4.62% |
| Since Inception | 614.04% |
Yearly Returns
| 2024 | 4.62% |
|---|---|
| 2023 | 24.58% |
| 2022 | -25.88% |
| 2021 | 17.69% |
| 2020 | 33.30% |
| 2019 | 29.99% |
| 2018 | -5.91% |
| 2017 | 28.79% |
| 2016 | 1.78% |
| 2015 | 5.25% |
Risk against SP-DA
| Alpha | -5.96% |
|---|---|
| Beta | 1.02 |
| Correlation | 98.91% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 97.83% |
| Standard Deviation | 3.48% |
| Sharpe Ratio | -0.47 |
| Sortino | -1.8 |
| Treynor | 11.44 |
| Ulcer Index | 3.59 |
| Ulcer Performance Index | -1.58 |