Nasdaq - Delayed Quote USD

American Funds New Perspective 529E (CNPEX)

64.23
+0.21
+(0.33%)
At close: May 16 at 8:00:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.78%
5y Average Return 14.34%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 33.01%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 33.01%
Worst 3Y Total Return 2.28%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNPEX
Category
YTD
0.20%
9.95%
1-Month
2.26%
2.98%
3-Month
-3.98%
8.22%
1-Year
11.59%
40.81%
3-Year
9.98%
19.17%
5-Year
12.91%
18.49%
10-Year
10.06%
11.83%
Last Bull Market
13.14%
21.12%
Last Bear Market
-19.09%
-20.34%

Annual Total Return (%) History

Year
CNPEX
Category
2025
--
--
2024
16.44%
--
2023
24.27%
--
2022
-26.05%
--
2021
17.42%
--
2020
33.01%
32.67%
2019
29.68%
30.40%
2018
-6.13%
-7.79%

2017
28.47%
30.22%
2016
1.56%
2.42%
2015
4.98%
1.26%
2014
2.91%
2.65%
2013
26.36%
26.44%
2012
20.37%
18.01%
2011
-7.92%
-6.80%
2010
12.34%
15.68%
2009
36.98%
39.03%
2008
-38.05%
-41.58%
2007
15.58%
12.98%
2006
19.45%
18.96%
2005
10.81%
11.74%
2004
13.80%
12.56%
2003
36.19%
34.32%
2002
--
-21.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.01% -- -- --
2024 8.32% 2.76% 5.70% -1.02%
2023 10.16% 6.14% -4.50% 11.29%
2022 -10.08% -19.09% -6.17% 8.34%
2021 2.14% 8.14% -0.25% 6.57%
2020 -18.31% 23.68% 12.48% 17.03%
2019 13.82% 4.22% -0.59% 9.98%
2018 2.04% 2.25% 3.77% -13.29%
2017 9.41% 6.68% 5.32% 4.52%
2016 -2.55% 0.67% 5.62% -1.99%

2015 4.57% 0.72% -6.58% 6.68%
2014 0.19% 3.05% -1.97% 1.67%
2013 6.14% 1.50% 8.17% 8.43%
2012 13.62% -4.20% 6.27% 4.06%
2011 4.04% 0.10% -16.72% 6.16%
2010 2.29% -11.48% 14.02% 8.81%
2009 -7.24% 18.33% 18.57% 5.25%
2008 -7.43% -1.93% -14.88% -19.83%
2007 1.66% 8.36% 5.03% -0.10%
2006 5.68% 0.27% 4.32% 8.06%
2005 -2.29% 0.07% 8.58% 4.37%
2004 3.12% -0.40% -1.28% 12.23%
2003 -8.34% 19.90% 7.24% 15.55%
2002 -8.94% -18.34% 10.24% --

Rank in Category (By Total Return)

YTD 24
1-Month 38
3-Month 28
1-Year 28
3-Year 44
5-Year 22

Load Adjusted Returns

1-Year 11.59%
3-Year 9.98%
5-Year 12.91%
10-Year 10.06%

Performance & Risk

YTD Return 6.78%
5y Average Return 14.34%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 139.97B
YTD Return 0.20%
Yield 0.30%
Morningstar Rating
Inception Date May 21, 2002

Fund Summary

The fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world. In pursuing its investment objective, it invests primarily in common stocks that the investment adviser believes have the potential for growth.

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