Capital Group New Perspective Fund (LUX) Z

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAverage4 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Capital Group New Perspective Fund (LUX) Z
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev15.78 %
3-Yr Mean Return14.33 %
 
3-Yr Sharpe Ratio0.84
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta1.030.99
3-Yr Alpha-0.45-1.14
 
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* This share class has performance data calculated prior to the inception date, 2015-10-30. This is based upon a simulated/extended track record, using the track record of American Funds New Perspective A (ISIN: US6480181097), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)