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American Funds New Perspective R2E (RPEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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60.53-0.26 (-0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.68%
5-year average return11.79%
Number of years up7
Number of years down2
Best 1-yr total return (26 Jun 2024)32.74%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return32.74%
Worst 3-yr total return2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRPEBXCategory
YTD8.95%9.95%
1-month4.27%2.98%
3-month3.31%8.22%
1-year22.18%40.81%
3-year2.55%19.17%
5-year12.59%18.49%
10-year10.01%11.83%
Last bull market24.51%21.12%
Last bear market-19.14%-20.34%

Annual total return (%) history

Year
RPEBXCategory
2024
N/AN/A
2023
24.00%N/A
2022
-26.21%N/A
2021
17.16%N/A
2020
32.74%32.67%
2019
29.42%30.40%
2018
-6.31%-7.79%
2017
28.27%30.22%
2016
1.40%2.42%
2015
5.16%1.26%
2014
N/A2.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.29%N/AN/AN/A
202310.12%6.08%-4.56%11.23%
2022-10.13%-19.14%-6.22%8.28%
20212.06%8.10%-0.29%6.50%
2020-18.35%23.61%12.43%16.98%
201913.75%4.17%-0.64%9.93%
20182.00%2.19%3.70%-13.33%
20179.37%6.65%5.26%4.47%
2016-2.57%0.66%5.56%-2.05%
20154.70%0.79%-6.60%6.69%
20141.75%N/AN/AN/A

Rank in category (by total return)

YTD52
1-month50
3-month38
1-year50
3-year49
5-year34

Load adjusted returns

1-year22.18%
3-year2.55%
5-year12.59%
10-year10.01%