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American Funds New Perspective R2 (RNPBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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59.70+0.51 (+0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.95%
5-year average return11.55%
Number of years up17
Number of years down4
Best 1-yr total return (4 Jul 2024)36.29%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return36.29%
Worst 3-yr total return2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRNPBXCategory
YTD11.05%9.95%
1-month2.05%2.98%
3-month2.65%8.22%
1-year17.73%40.81%
3-year2.32%19.17%
5-year11.24%18.49%
10-year9.73%11.83%
Last bull market24.34%21.12%
Last bear market-19.18%-20.34%

Annual total return (%) history

Year
RNPBXCategory
2024
N/AN/A
2023
23.66%N/A
2022
-26.44%N/A
2021
16.83%N/A
2020
32.35%32.67%
2019
29.03%30.40%
2018
-6.59%-7.79%
2017
27.89%30.22%
2016
1.05%2.42%
2015
4.54%1.26%
2014
2.42%2.65%
2013
25.87%26.44%
2012
19.87%18.01%
2011
-8.34%-6.80%
2010
11.84%15.68%
2009
36.29%39.03%
2008
-38.38%-41.58%
2007
15.10%12.98%
2006
18.88%18.96%
2005
10.35%11.74%
2004
13.35%12.56%
2003
35.71%34.32%
2002
N/A-21.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.19%2.65%N/AN/A
202310.04%6.00%-4.62%11.15%
2022-10.22%-19.18%-6.30%8.19%
20211.98%8.01%-0.36%6.45%
2020-18.43%23.54%12.35%16.89%
201913.67%4.08%-0.72%9.85%
20181.90%2.13%3.63%-13.39%
20179.30%6.56%5.17%4.40%
2016-2.67%0.56%5.51%-2.15%
20154.48%0.62%-6.70%6.56%
20140.05%2.92%-2.04%1.53%
20136.03%1.42%8.04%8.33%
201213.50%-4.31%6.20%3.92%
20113.94%0.00%-16.84%6.05%
20102.19%-11.60%13.91%8.67%
2009-7.36%18.16%18.43%5.13%
2008-7.55%-2.05%-14.99%-19.95%
20071.54%8.25%4.94%-0.21%
20065.57%0.13%4.23%7.89%
2005-2.41%0.00%8.50%4.22%
20043.01%-0.48%-1.37%12.10%
2003-8.41%19.83%7.11%15.45%
2002-18.39%10.10%N/AN/A

Rank in category (by total return)

YTD50
1-month55
3-month41
1-year55
3-year51
5-year42

Load adjusted returns

1-year17.73%
3-year2.32%
5-year11.24%
10-year9.73%