---
title: "Capital Group New Perspective — Análisis"
description: "Fondo Capital Group New Perspective (ISIN LU1295551144). Gestora: Capital Group."
url: "https://fundtium.com/fondos/capital-group-new-perspective/analisis"
canonical_url: "https://fundtium.com/fondos/capital-group-new-perspective/analisis"
type: "fund"
lang: "es"
isin: "LU1295551144"
currency: "EUR"
asset_class: "equity"
category: "Renta Variable Global"
ter: 0.016
manager: "Capital Group"
manager_url: "https://fundtium.com/gestoras/capital-group.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-06-05"
fundtium:tabs:
- "https://fundtium.com/fondos/capital-group-new-perspective.md"
- "https://fundtium.com/fondos/capital-group-new-perspective/analisis.md"
- "https://fundtium.com/fondos/capital-group-new-perspective/opiniones.md"
- "https://fundtium.com/fondos/capital-group-new-perspective/debate.md"
fundtium:share_classes: 2
---

# Capital Group New Perspective — Análisis

> [Fondos](https://fundtium.com/fondos) › [Capital Group](https://fundtium.com/gestoras/capital-group.md) › Capital Group New Perspective

Tabs: [Resumen](https://fundtium.com/fondos/capital-group-new-perspective.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/capital-group-new-perspective/opiniones.md) · [Debate](https://fundtium.com/fondos/capital-group-new-perspective/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | Retail EUR |
| ISIN clase | LU1295551144 |
| Divisa | EUR |
| Puntos NAV | 3142 |
| Primer NAV | 2015-11-16 |
| Último NAV | 2026-06-05 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +10.19% |
| Volatilidad anualizada | 14.70% |
| Sharpe | 0.63 |
| Sortino | 0.78 |
| Calmar | 0.32 |
| Máxima caída | -32.05% |
| Mejor mes | +12.29% |
| Peor mes | -12.41% |
| % meses positivos | 0.65% |
| Media mes positivo | +3.14% |
| Media mes negativo | -3.39% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +2.30% |
| 3M | +4.74% |
| 6M | +4.67% |
| YTD | +5.09% |
| 1Y | +13.61% |
| 3Y | +44.28% |
| 5Y | +45.99% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -32.05% |
| Caída media | -3.85% |
| Caída mediana | -1.72% |
| Caída peor 5% | -25.20% |
| % tiempo en caída | 88.22% |
| Recuperación máx. caída | 164 días |
| Recuperación media | 31 días |
| Recuperación mediana | 6 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/capital-group-new-perspective/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-06-05 | 21.2400 | — | — |
| 2024-07-04 | 21.9700 | — | — |
| 2024-08-02 | 20.6100 | — | — |
| 2024-09-02 | 21.2800 | — | — |
| 2024-10-01 | 21.9700 | — | — |
| 2024-10-31 | 21.8800 | — | — |
| 2024-12-01 | 23.5000 | — | — |
| 2025-01-01 | 23.4700 | — | — |
| 2025-01-31 | 24.2500 | — | — |
| 2025-03-04 | 23.0700 | — | — |
| 2025-04-02 | 22.0000 | — | — |
| 2025-05-04 | 21.8300 | — | — |
| 2025-06-04 | 22.8500 | — | — |
| 2025-07-07 | 22.9100 | — | — |
| 2025-08-05 | 23.2500 | — | — |
| 2025-09-05 | 23.5900 | — | — |
| 2025-10-05 | 24.4300 | — | — |
| 2025-11-03 | 25.0100 | — | — |
| 2025-12-02 | 24.5100 | — | — |
| 2026-01-04 | 25.0800 | — | — |
| 2026-02-03 | 24.7300 | — | — |
| 2026-03-05 | 24.6424 | — | — |
| 2026-04-06 | 23.7696 | — | — |
| 2026-05-06 | 25.7217 | — | — |
| 2026-06-05 | 25.8112 | — | — |