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New Perspective Fund, Class F-1 Shares: (MF: NPFFX)
(NASDAQ Mutual Funds) As of Aug 8, 2025 08:00 PM ET
$70.30 USD
+0.21 (0.30%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.32 | 30 |
| 3 months | 14.57 | 19 |
| 6 months | 12.32 | 30 |
| 1 Year | 17.63 | 26 |
| 3 Year | 18.43 | 19 |
| 5 Year | 13.42 | 21 |
| 10 Year | 11.74 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 180.36 |
| Bear Market (10/07 - 2/09) | -49.06 |
| Bull Market (2/09 - 3/21) | 740.48 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 17.63 |
| 5 Year | 13.41 |
| 10 Year | 11.75 |
| Since Inception | 12.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.96 | 14.57 | NA | NA |
| 2024 | 8.40 | 2.81 | 5.75 | -0.97 |
| 2023 | 10.24 | 6.18 | -4.45 | 11.35 |
| 2022 | -10.04 | -19.03 | -6.12 | 8.39 |
| 2021 | 2.16 | 8.21 | -0.18 | 6.62 |
| 2020 | -18.27 | 23.74 | 12.55 | 17.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.32 | 16.71 | 24.53 | -25.88 | 17.66 | 33.29 | 29.98 | -5.92 | 28.78 | 1.82 | 5.27 |
| % Total Return Rel to Index | 2.56 | -2.51 | 0.12 | -6.79 | -0.50 | 19.22 | 4.78 | 4.50 | 8.66 | -3.50 | 8.03 |
| % Total Return Rel to Peer | 1.72 | 4.33 | 5.89 | -6.32 | 1.45 | 16.62 | 5.24 | 4.10 | 6.55 | -3.74 | 7.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 1.00 | 2.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.33 | 0.49 | 0.36 | 0.16 | 0.04 | 0.44 | 0.40 | 0.16 | 0.26 | 0.24 |
| % Yield | 0.00 | 0.49 | 0.54 | 0.70 | 0.22 | 0.06 | 0.88 | 0.95 | 0.34 | 0.70 | 0.61 |
| Capital Gains ($) | 0.00 | 2.81 | 2.47 | 1.57 | 4.43 | 2.42 | 1.25 | 2.41 | 2.17 | 1.08 | 1.95 |
| Expense Ratio | 0.78 | 0.78 | 0.79 | 0.77 | 0.78 | 0.79 | 0.82 | 0.81 | 0.83 | 0.84 | 0.81 |
* 1 = Top 20%, 5 = Bottom 20%