REREX: EUROPACIFIC GROWTH FUND CLASS R-4 (MUTUAL FUND)
Basic Info 58.33 0.65(1.13%) May 19
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.12% |
| Expenses | 0.90% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 11.5 | 0.9 | 7.1 | 6.3 | 3.8 | 5.8 | 5.8 | 6.4 | -0.8 | 13.4 | -23.5 | -5.4 | 24.8 | 27.0 | -15.2 | 30.7 | 0.7 | -0.8 | -2.7 | 20.2 | 19.2 | -13.6 | 9.5 | 39.1 | -40.6 | 19.0 | 21.8 | 21.1 | 19.6 | 32.9 | -14.5 |
| Sharpe Ratio | NA | 1.28 | -0.38 | 0.14 | 0.2 | 0.11 | NA | NA | 0.28 | -0.55 | 0.7 | -1.07 | -0.34 | 0.86 | 2.24 | -1.11 | 4.23 | 0.03 | -0.06 | -0.25 | 1.74 | 1.28 | -0.54 | 0.46 | 1.53 | -1.12 | 0.94 | 1.37 | 1.79 | 1.29 | 2.29 | -1.19 |
| Draw Down(%) | NA | 15.7 | 18.5 | 18.9 | 41.2 | 41.2 | NA | NA | 54.0 | 11.2 | 12.7 | 32.9 | 16.6 | 32.6 | 7.5 | 24.0 | 3.3 | 13.3 | 15.2 | 11.2 | 10.2 | 14.0 | 26.2 | 16.8 | 21.1 | 51.5 | 12.4 | 16.8 | 7.0 | 11.0 | 16.2 | 22.6 |
| Standard Deviation(%) | NA | 21.1 | 17.3 | 16.6 | 17.4 | 17.2 | NA | NA | 18.5 | 13.4 | 13.2 | 23.2 | 16.2 | 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 | 14.1 | 21.3 |
| Treynor Ratio | NA | 0.28 | -0.07 | 0.02 | 0.03 | 0.02 | NA | NA | 0.06 | -0.08 | 0.1 | -0.24 | -0.05 | 0.36 | 0.26 | -0.16 | 0.37 | 0.01 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.45 | -0.47 | 0.17 | 0.19 | 0.21 | 0.19 | 0.37 | -0.35 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.05 | -0.07 | 0.07 | 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 | 0.98 | 0.96 | 0.96 | 0.98 | 0.9 | NA | NA | 0.89 | 0.95 | 0.96 | 1.04 | 1.06 | 0.68 | 1.0 | 1.05 | 0.82 | 0.9 | 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 | 0.87 | 0.82 | 0.88 | 0.84 | 0.72 | NA | NA | 0.83 | 0.77 | 0.88 | 0.92 | 0.69 | 0.41 | 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 | 0.86 | 0.77 | 0.64 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.4 | 1.4 | 2.4 | 3.0 | 4.0 | N/A | 1.2 | 1.9 | 0.9 | 1.4 | 0.2 | 3.6 | 5.1 | 5.9 | 1.3 | 3.0 | 1.4 | 1.1 | 2.0 | 1.4 | 1.6 | 2.2 | 4.3 | 10.0 | 8.3 | 5.8 | 1.7 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -27.4 | -18.0 | -64.5 | -23.8 | N/A | N/A | N/A | -27.4 | 53.6 | -37.1 | 703.4 | -92.6 | -45.2 | 8.9 | 362.7 | -59.1 | 113.9 | 41.0 | -35.0 | 18.7 | -2.1 | -3.0 | -71.2 | -52.9 | 32.9 | 70.2 | 287.5 | 48.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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