New Perspective Fund Five Year Return

NPFFX Fund  USD 60.25  0.19  0.32%   
New Perspective Fund fundamentals help investors to digest information that contributes to New Perspective's financial success or failures. It also enables traders to predict the movement of New Mutual Fund. The fundamental analysis module provides a way to measure New Perspective's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to New Perspective mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

New Five Year Return Analysis

New Perspective's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current New Perspective Five Year Return

    
  12.66 %  
Most of New Perspective's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, New Perspective Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

New Perspective Five Year Return Component Assessment

According to the company disclosure, New Perspective Fund has a Five Year Return of 12.6602%. This is much higher than that of the American Funds family and significantly higher than that of the Family category. The five year return for all United States funds is notably lower than that of the firm.

New Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses New Perspective's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of New Perspective could also be used in its relative valuation, which is a method of valuing New Perspective by comparing valuation metrics of similar companies.
New Perspective is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for New Perspective

The fund consists of 92.38% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides New Perspective's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

New Fundamentals

About New Perspective Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze New Perspective Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of New Perspective using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of New Perspective Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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Check out New Perspective Piotroski F Score and New Perspective Altman Z Score analysis.
Note that the New Perspective Fund information on this page should be used as a complementary analysis to other New Perspective's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

Complementary Tools for New Mutual Fund analysis

When running New Perspective's price analysis, check to measure New Perspective's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy New Perspective is operating at the current time. Most of New Perspective's value examination focuses on studying past and present price action to predict the probability of New Perspective's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move New Perspective's price. Additionally, you may evaluate how the addition of New Perspective to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between New Perspective's value and its price as these two are different measures arrived at by different means. Investors typically determine if New Perspective is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, New Perspective's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.