New Perspective Fund Market Value
| CNPEX Fund | USD 68.95 0.06 0.09% |
| Symbol | New |
New Perspective 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to New Perspective's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of New Perspective.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in New Perspective on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding New Perspective Fund or generate 0.0% return on investment in New Perspective over 90 days. New Perspective is related to or competes with Small Cap, Commonwealth Global, Omni Small-cap, Dgi Balanced, T Rowe, and Ab Global. The fund seeks to take advantage of investment opportunities generated by changes in global trade patterns and economic ... More
New Perspective Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure New Perspective's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess New Perspective Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8807 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.63 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.12 |
New Perspective Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for New Perspective's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as New Perspective's standard deviation. In reality, there are many statistical measures that can use New Perspective historical prices to predict the future New Perspective's volatility.| Risk Adjusted Performance | 0.0247 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0181 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of New Perspective's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
New Perspective February 18, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0247 | |||
| Market Risk Adjusted Performance | 0.0281 | |||
| Mean Deviation | 0.6113 | |||
| Semi Deviation | 0.8202 | |||
| Downside Deviation | 0.8807 | |||
| Coefficient Of Variation | 3207.73 | |||
| Standard Deviation | 0.7865 | |||
| Variance | 0.6185 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0181 | |||
| Maximum Drawdown | 3.63 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.12 | |||
| Downside Variance | 0.7756 | |||
| Semi Variance | 0.6727 | |||
| Expected Short fall | (0.60) | |||
| Skewness | (0.23) | |||
| Kurtosis | 0.065 |
New Perspective Backtested Returns
At this stage we consider New Mutual Fund to be very steady. New Perspective has Sharpe Ratio of 0.14, which conveys that the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for New Perspective, which you can use to evaluate the volatility of the fund. Please verify New Perspective's Risk Adjusted Performance of 0.0247, downside deviation of 0.8807, and Mean Deviation of 0.6113 to check out if the risk estimate we provide is consistent with the expected return of 0.11%. The fund secures a Beta (Market Risk) of 0.8, 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.
Auto-correlation | -0.32 |
Poor reverse predictability
New Perspective Fund has poor reverse predictability. Overlapping area represents the amount of predictability between New Perspective time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of New Perspective price movement. The serial correlation of -0.32 indicates that nearly 32.0% of current New Perspective price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.32 | |
| Spearman Rank Test | -0.17 | |
| Residual Average | 0.0 | |
| Price Variance | 0.41 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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