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 STI Down0.09%

American Funds New Perspective F-2 (ANWFX)

35.42 Up 0.19(0.54%) 18 May


Risk as of Mar 31, 2013Get Risk for:
Risk Overview 
Morningstar Risk Rating:2
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return(Dec 31, 2009):37.81%
Worst 1Yr Total Return(Dec 31, 2011):-7.39%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticANWFXCategory
Alpha (against Standard Index)4.972.32
Beta (against Standard Index)0.810.83
Mean Annual Return0.870.82
R-squared (against Standard Index)94.0887.10
Standard Deviation16.0817.28
Sharpe Ratio0.640.59
Treynor Ratio11.7311.47
5 Years
StatisticANWFXCategory
Alpha (against Standard Index)4.822.89
Beta (against Standard Index)0.830.88
Mean Annual Return0.530.38
R-squared (against Standard Index)94.7189.49
Standard Deviation19.8021.60
Sharpe Ratio0.310.20
Treynor Ratio5.091.95
10 Years
StatisticANWFXCategory
Alpha (against Standard Index)2.970.86
Beta (against Standard Index)0.840.88
Mean Annual Return1.040.87
R-squared (against Standard Index)92.8087.31
Standard Deviation15.9717.27
Sharpe Ratio0.670.51
Treynor Ratio12.008.61