New Perspective Fund Manager Performance Evaluation
| FNPFX Fund | USD 71.76 0.11 0.15% |
The fund secures a Beta (Market Risk) of 0.79, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, New Perspective's returns are expected to increase less than the market. However, during the bear market, the loss of holding New Perspective is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in New Perspective Fund are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, New Perspective showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Exclusive Sequoia Doesnt Want a King to Run Its 9 Billion Hedge Fund - The Wall Street Journal | 12/05/2025 |
New |
New Perspective Relative Risk vs. Return Landscape
If you would invest 6,363 in New Perspective Fund on November 21, 2025 and sell it today you would earn a total of 824.00 from holding New Perspective Fund or generate 12.95% return on investment over 90 days. New Perspective Fund is currently producing 0.2132% returns and takes up 1.178% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than New, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
New Perspective Current Valuation
Undervalued
Today
Please note that New Perspective's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. New Perspective secures a last-minute Real Value of $73.68 per share. The latest price of the fund is $71.76. We determine the value of New Perspective from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since New Perspective is currently traded on the exchange, buyers and sellers on that exchange determine the market value of New Mutual Fund. However, New Perspective's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 71.76 | Real 73.68 | Hype 71.78 | Naive 72.43 |
The intrinsic value of New Perspective's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence New Perspective's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of New Perspective Fund helps investors to forecast how New mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of New Perspective more accurately as focusing exclusively on New Perspective's fundamentals will not take into account other important factors: New Perspective Target Price Odds to finish over Current Price
The tendency of New Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 71.76 | 90 days | 71.76 | about 23.62 |
Based on a normal probability distribution, the odds of New Perspective to move above the current price in 90 days from now is about 23.62 (This New Perspective Fund probability density function shows the probability of New Mutual Fund to fall within a particular range of prices over 90 days) .
New Perspective Price Density |
| Price |
Predictive Modules for New Perspective
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as New Perspective. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.New Perspective Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. New Perspective is not an exception. The market had few large corrections towards the New Perspective's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold New Perspective Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of New Perspective within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.79 | |
σ | Overall volatility | 3.27 | |
Ir | Information ratio | 0.07 |
New Perspective Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of New Perspective for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for New Perspective can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 7.62% of its assets under management (AUM) in cash |
New Perspective Fundamentals Growth
New Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of New Perspective, and New Perspective fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on New Mutual Fund performance.
| Total Asset | 148.91 B | ||||
About New Perspective Performance
Evaluating New Perspective's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if New Perspective has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if New Perspective has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to take advantage of investment opportunities generated by changes in global 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.Things to note about New Perspective performance evaluation
Checking the ongoing alerts about New Perspective for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for New Perspective help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 7.62% of its assets under management (AUM) in cash |
- Analyzing New Perspective's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether New Perspective's stock is overvalued or undervalued compared to its peers.
- Examining New Perspective's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating New Perspective's management team can have a significant impact on its success or failure. Reviewing the track record and experience of New Perspective's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of New Perspective's mutual fund. These opinions can provide insight into New Perspective's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in New Mutual Fund
New Perspective financial ratios help investors to determine whether New Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in New with respect to the benefits of owning New Perspective security.
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