RERFX: EUROPACIFIC GROWTH FUND CLASS R-5 (MUTUAL FUND)
Basic Info 56.47 0.44(0.79%) April 22
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (94%) |
Start Date: | 06/07/2002 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 1.86% |
Expenses | 0.84% |
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Performance Analytics (As of 04/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 3.4 | 8.0 | -2.1 | 5.4 | 5.2 | 8.2 | 6.8 | 7.3 | 16.0 | -22.8 | 2.8 | 25.2 | 27.4 | -15.0 | 31.1 | 1.0 | -0.5 | -2.4 | 20.5 | 19.6 | -13.3 | 9.8 | 39.6 | -40.4 | 19.4 | 22.2 | 21.4 | 20.0 | 33.2 | -12.9 |
Sharpe Ratio | NA | 0.47 | 0.25 | -0.29 | 0.19 | 0.25 | NA | NA | 0.34 | 0.9 | -1.05 | 0.17 | 0.87 | 2.28 | -1.09 | 4.29 | 0.05 | -0.04 | -0.22 | 1.76 | 1.3 | -0.52 | 0.48 | 1.55 | -1.12 | 0.97 | 1.4 | 1.82 | 1.31 | 2.32 | -1.07 |
Draw Down(%) | NA | 4.8 | 12.6 | 38.0 | 38.0 | 38.0 | NA | NA | 53.8 | 12.6 | 32.4 | 12.9 | 32.6 | 7.5 | 23.8 | 3.3 | 13.3 | 15.1 | 11.2 | 10.2 | 14.0 | 26.1 | 16.8 | 21.1 | 51.3 | 12.4 | 16.8 | 7.0 | 11.0 | 16.1 | 22.3 |
Standard Deviation(%) | NA | 10.9 | 12.3 | 17.5 | 19.6 | 16.6 | NA | NA | 18.5 | 13.3 | 23.1 | 16.4 | 28.6 | 11.4 | 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 | 10.6 | 14.5 | 14.0 | 21.1 |
Treynor Ratio | NA | 0.05 | 0.03 | -0.05 | 0.04 | 0.04 | NA | NA | 0.07 | 0.12 | -0.24 | 0.03 | 0.28 | 0.26 | -0.15 | 0.37 | 0.01 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.46 | -0.47 | 0.18 | 0.2 | 0.21 | 0.19 | 0.37 | -0.32 |
Alpha | NA | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -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 | 0.01 | 0.01 | -0.01 |
Beta | NA | 0.95 | 0.97 | 1.01 | 0.96 | 0.94 | NA | NA | 0.9 | 0.97 | 1.03 | 1.06 | 0.89 | 1.0 | 1.05 | 0.82 | 0.9 | 0.87 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.86 | 0.87 | 0.93 | 0.96 | 0.91 | 0.99 | 0.88 | 0.71 |
RSquared | NA | 0.83 | 0.88 | 0.86 | 0.88 | 0.88 | NA | NA | 0.89 | 0.9 | 0.92 | 0.68 | 0.93 | 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 | 4.4 | 4.1 | 5.9 | 5.8 | N/A | 4.3 | 1.5 | 9.4 | 0.5 | 3.8 | 5.3 | 6.1 | 1.6 | 3.3 | 1.7 | 1.4 | 2.3 | 1.7 | 1.8 | 2.5 | 4.5 | 10.2 | 8.5 | 6.0 | 1.9 | 1.6 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 119.6 | 93.6 | 32.0 | 20.8 | N/A | N/A | N/A | 119.6 | -85.2 | 2423.1 | -84.9 | -42.9 | 8.7 | 290.1 | -53.6 | 91.2 | 35.6 | -28.0 | 15.5 | 0.0 | -1.4 | -68.7 | -51.8 | 32.9 | 67.8 | 262.7 | 55.3 | 26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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