RNPFX
American Funds New Perspective-R5
$60.69
0.19 (0.31%)
Currency in USD / Last Updated: 3/27/2024
Category | World Large Growth |
---|---|
Market Cap | 136353.434M |
52 Week High | 60.88 |
52 Week Low | 47.728 |
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Key Data
Symbol | RNPFX |
---|---|
Type | Mutual Fund |
Category | World Large Growth |
Price | 60.69 |
Price Yesterday | 60.5 |
Market Cap | 136,353.43 |
YTD Return | 8.69% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0047 |
Overview
52 Week High | 60.88 |
---|---|
52 Week Low | 47.73 |
Market Cap | 136,353.43M |
Shares Outstanding | 2,246.72M |
Income Dividend Yield | 1.11% |
Long Term Dividend Yield | 4.07% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.18% |
Returns Annualized
One Day | 120.55% |
---|---|
Five Days | 3.38% |
One Months | 37.84% |
Three Months | 38.61% |
Six Months | 48.76% |
Nine Months | 23.98% |
One Year | 27.19% |
Three Years | 5.43% |
Five Years | 13.03% |
Ten Years | 11.08% |
YTD | 41.93% |
Since Inception | 10.41% |
Returns Total
One Day | 0.31% |
---|---|
Five Days | 0.07% |
One Month | 2.71% |
Three Months | 8.36% |
Six Months | 21.75% |
Nine Months | 17.47% |
One Year | 27.16% |
Three Years | 17.15% |
Five Years | 84.27% |
Ten Years | 185.39% |
YTD | 8.69% |
Since Inception | 760.24% |
Yearly Returns
2024 | 8.69% |
---|---|
2023 | 24.94% |
2022 | -25.64% |
2021 | 18.05% |
2020 | 33.74% |
2019 | 30.40% |
2018 | -5.61% |
2017 | 29.21% |
2016 | 2.14% |
2015 | 5.62% |
Risk against SP-DA
Alpha | -7.01% |
---|---|
Beta | 1 |
Correlation | 98.49% |
Downside Deviation | 3.18% |
Coefficient of determination | 97.00% |
Standard Deviation | 3.42% |
Sharpe Ratio | -0.58 |
Sortino | -2.17 |
Treynor | 21.85 |
Ulcer Index | 3.45 |
Ulcer Performance Index | -2 |