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 STI Down0.30%

American Funds New Perspective F-2 (ANWFX)

35.50 Up 0.08(0.23%) 21 May


Performance Overview as of Mar 31, 2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:6.28%
5-Year Average Return:4.51%
Number of Years Up:3
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):37.81%
Worst 1Yr Total Return (2011-12-31):-7.39%
Best 3-Yr Total Return (N/A):12.99%
Worst 3-Yr Total Return (N/A):8.21%
Load Adjusted Returns 
1-Year:13.09%
3-Year:9.54%
5-Year:4.51%
10-Year:11.77%
Trailing Returns (%) vs. Benchmarks 
ReturnANWFXCategoryDiffIndex*Diff
Year To Date6.289.39-3.1110.61-4.33
1-Month1.842.40-0.565.21-3.37
3-Month6.284.611.675.071.21
1-Year13.0914.37-1.2819.39-6.30
3-Year9.548.720.827.442.10
5-Year4.512.142.37-0.935.44
Last Bull Market (Sep 30, 2011 to Apr 30, 2012)20.9118.052.8659.35-38.44
Last Bear Market (Apr 30, 2011 to Sep 30, 2011)-19.65-20.590.94-14.95-4.70
* Index means [MSCI EAFE NR USD]
Annual Total Return (%) History () 
YearANWFXCategoryDiff
2013N/AN/AN/A
2012
 
21.0715.845.23
2011
 
-7.39-7.930.54
2010
 
13.0113.74-0.73
2009
 
37.8135.272.54
2008N/A-41.91N/A
Past Quarterly Returns (%) for ANWFX 
Q1Q2Q3Q4
20136.28N/AN/AN/A
201213.78-4.076.454.20
20114.200.23-16.616.34
20102.46-11.3514.188.97
2009-7.1018.4818.785.41
2008-19.71N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date651055 6.16
1-Month671085 6.18
3-Month651058 6.14
6-Month461043 4.41
1-Year309323.22
3-Year277423.64
5-Year225863.75