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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.01% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CNPEX | Category Average | CNPEX | Category Average | CNPEX | Category Average | |
| Alpha | -0.43 | 0.04 | -1.07 | 0.04 | 1.1 | 0.02 |
| BETA | 1.05 | 0.01 | 1.12 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 0.91 | 0.02 | 1.14 | 0.02 | 0.91 | 0.01 |
| R-squared | 97.28 | 0.89 | 95.94 | 0.87 | 95.32 | 0.88 |
| Standard Deviation | 16.45 | 0.19 | 17.44 | 0.15 | 15.99 | 0.15 |
| Sharpe Ratio | 0.38 | 0.01 | 0.62 | 0.01 | 0.56 | 0.01 |
| Treynor Ratio | 5.02 | 0.18 | 8.97 | 0.18 | 7.64 | 0.11 |
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