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CEUFX: EUROPACIFIC GROWTH FUND CLASS 529-F-1 (MUTUAL FUND)
Basic Info 57.08 0.43(0.76%) May 03
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (94%) |
Start Date: | 03/14/2002 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.89% |
Expenses | 0.90% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 6.1 | 12.0 | -2.0 | 5.9 | 5.2 | 7.9 | 7.0 | 7.0 | 15.8 | -22.9 | 2.7 | 25.1 | 27.2 | -15.1 | 30.9 | 0.8 | -0.6 | -2.5 | 20.4 | 19.4 | -13.5 | 9.6 | 39.3 | -40.5 | 19.3 | 22.1 | 21.1 | 19.5 | 32.7 | -15.7 |
Sharpe Ratio | NA | 1.32 | 0.66 | -0.28 | 0.22 | 0.26 | NA | NA | 0.32 | 0.88 | -1.05 | 0.17 | 0.86 | 2.23 | -1.1 | 4.26 | 0.04 | -0.05 | -0.23 | 1.75 | 1.29 | -0.53 | 0.47 | 1.54 | -1.12 | 0.96 | 1.39 | 1.8 | 1.28 | 2.27 | -1.1 |
Draw Down(%) | NA | 4.8 | 12.7 | 37.4 | 37.4 | 37.4 | NA | NA | 53.9 | 12.7 | 32.5 | 11.9 | 32.6 | 7.5 | 23.9 | 3.3 | 13.3 | 15.1 | 11.2 | 10.2 | 14.0 | 26.2 | 16.9 | 21.1 | 51.4 | 12.4 | 16.8 | 7.1 | 11.0 | 16.2 | 25.6 |
Standard Deviation(%) | NA | 11.1 | 12.4 | 17.2 | 19.4 | 16.5 | NA | NA | 18.4 | 13.3 | 23.1 | 15.3 | 28.6 | 11.6 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.9 | 17.0 | 13.6 | 10.5 | 14.5 | 14.1 | 18.5 |
Treynor Ratio | NA | 0.15 | 0.08 | -0.05 | 0.04 | 0.05 | NA | NA | 0.07 | 0.12 | -0.24 | 0.02 | 0.28 | 0.26 | -0.16 | 0.37 | 0.01 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.46 | -0.47 | 0.17 | 0.2 | 0.21 | 0.19 | 0.36 | -0.28 |
Alpha | NA | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.04 | -0.04 | 0.06 | 0.02 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.0 | 0.03 | 0.0 | 0.0 | -0.03 |
Beta | NA | 0.95 | 0.97 | 1.01 | 0.96 | 0.94 | NA | NA | 0.9 | 0.97 | 1.03 | 1.06 | 0.89 | 1.01 | 1.05 | 0.82 | 0.89 | 0.88 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.86 | 0.87 | 0.93 | 0.97 | 0.91 | 0.99 | 0.88 | 0.72 |
RSquared | NA | 0.82 | 0.88 | 0.89 | 0.89 | 0.89 | NA | NA | 0.9 | 0.9 | 0.92 | 0.78 | 0.92 | 0.86 | 0.89 | 0.72 | 0.93 | 0.91 | 0.86 | 0.85 | 0.93 | 0.97 | 0.96 | 0.93 | 0.94 | 0.85 | 0.91 | 0.77 | 0.85 | 0.77 | 0.64 |
Yield(%) | N/A | 0.0 | 3.9 | 4.5 | 4.3 | 4.1 | 5.2 | 5.8 | N/A | 4.2 | 1.4 | 9.4 | 0.5 | 3.8 | 5.3 | 6.1 | 1.5 | 3.2 | 1.5 | 1.3 | 2.2 | 1.6 | 1.7 | 2.4 | 4.5 | 10.1 | 8.5 | 5.9 | 1.6 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 122.8 | 92.7 | 33.0 | 21.7 | N/A | N/A | N/A | 122.8 | -85.8 | 2296.3 | -83.7 | -44.1 | 9.2 | 318.5 | -55.8 | 98.6 | 39.6 | -31.2 | 16.7 | 1.5 | -4.4 | -69.8 | -52.3 | 32.6 | 72.0 | 331.2 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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