RNPBX
American Funds New Perspective-R2
$53.70
-0.60 (-1.10%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 128152.367M |
| 52 Week High | 56.99 |
| 52 Week Low | 45.013 |
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Key Data
| Symbol | RNPBX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 53.7 |
| Price Yesterday | 54.3 |
| Market Cap | 128,152.37 |
| YTD Return | 2.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0151 |
Overview
| 52 Week High | 56.99 |
|---|---|
| 52 Week Low | 45.01 |
| Market Cap | 128,152.37M |
| Shares Outstanding | 2,386.45M |
| Income Dividend Yield | 0.26% |
| Long Term Dividend Yield | 4.60% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.86% |
Returns Annualized
| One Day | -93.94% |
|---|---|
| Five Days | -80.17% |
| One Months | -40.77% |
| Three Months | 11.67% |
| Six Months | 33.89% |
| Nine Months | 7.57% |
| One Year | 14.22% |
| Three Years | 0.63% |
| Five Years | 9.80% |
| Ten Years | 9.31% |
| YTD | 8.54% |
| Since Inception | 8.93% |
Returns Total
| One Day | -1.10% |
|---|---|
| Five Days | -3.16% |
| One Month | -4.47% |
| Three Months | 2.79% |
| Six Months | 15.56% |
| Nine Months | 5.65% |
| One Year | 14.20% |
| Three Years | 1.89% |
| Five Years | 59.46% |
| Ten Years | 143.23% |
| YTD | 2.50% |
| Since Inception | 545.36% |
Yearly Returns
| 2024 | 2.50% |
|---|---|
| 2023 | 23.66% |
| 2022 | -26.44% |
| 2021 | 16.83% |
| 2020 | 32.35% |
| 2019 | 29.04% |
| 2018 | -6.59% |
| 2017 | 27.89% |
| 2016 | 1.05% |
| 2015 | 4.54% |
Risk against SP-DA
| Alpha | -7.17% |
|---|---|
| Beta | 0.99 |
| Correlation | 97.89% |
| Downside Deviation | 3.19% |
| Coefficient of determination | 95.83% |
| Standard Deviation | 3.47% |
| Sharpe Ratio | -0.6 |
| Sortino | -2.28 |
| Treynor | 8.89 |
| Ulcer Index | 3.62 |
| Ulcer Performance Index | -2 |