American Funds New Perspective 529E (CNPEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return11.82%
5-year average return12.14%
Number of years up17
Number of years down4
Best 1-yr total return (25 June 2024)36.98%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return36.98%
Worst 3-yr total return2.57%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnCNPEXCategory
YTD9.02%9.95%
1-month4.27%2.98%
3-month3.36%8.22%
1-year22.40%40.81%
3-year2.76%19.17%
5-year12.83%18.49%
10-year10.16%11.83%
Last bull market24.63%21.12%
Last bear market-19.09%-20.34%
Annual total return (%) history
YearCNPEXCategory
2024N/AN/A
202324.27%N/A
2022-26.05%N/A
202117.42%N/A
202033.01%32.67%
201929.68%30.40%
2018-6.13%-7.79%
201728.47%30.22%
20161.56%2.42%
20154.98%1.26%
20142.91%2.65%
201326.36%26.44%
201220.37%18.01%
2011-7.92%-6.80%
201012.34%15.68%
200936.98%39.03%
2008-38.05%-41.58%
200715.58%12.98%
200619.45%18.96%
200510.81%11.74%
200413.80%12.56%
200336.19%34.32%
2002N/A-21.99%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.32%N/AN/AN/A
202310.16%6.14%-4.50%11.29%
2022-10.08%-19.09%-6.17%8.34%
20212.14%8.14%-0.25%6.57%
2020-18.31%23.68%12.48%17.03%
201913.82%4.22%-0.59%9.98%
20182.04%2.25%3.77%-13.29%
20179.41%6.68%5.32%4.52%
2016-2.55%0.67%5.62%-1.99%
20154.57%0.72%-6.58%6.68%
20140.19%3.05%-1.97%1.67%
20136.14%1.50%8.17%8.43%
201213.62%-4.20%6.27%4.06%
20114.04%0.10%-16.72%6.16%
20102.29%-11.48%14.02%8.81%
2009-7.24%18.33%18.57%5.25%
2008-7.43%-1.93%-14.88%-19.83%
20071.66%8.36%5.03%-0.10%
20065.68%0.27%4.32%8.06%
2005-2.29%0.07%8.58%4.37%
20043.12%-0.40%-1.28%12.23%
2003-8.34%19.90%7.24%15.55%
2002-8.94%-18.34%10.24%N/A
Rank in category (by total return)
YTD52
1-month50
3-month38
1-year49
3-year45
5-year31
Load adjusted returns
1-year22.40%
3-year2.76%
5-year12.83%
10-year10.16%
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