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AEGBX: EUROPACIFIC GROWTH FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2000 |
Last Dividend Date: | 12/23/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.58% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -6.9 | -1.2 | 3.3 | 0.7 | 9.0 | -0.1 | -3.2 | -3.4 | 19.3 | 18.4 | -14.2 | 8.6 | 38.1 | -41.0 | 18.2 | 21.0 | 20.2 | 18.8 | 31.9 | -14.3 | -12.8 | -20.8 |
Sharpe Ratio | NA | 0.91 | 0.1 | 0.47 | 0.09 | NA | 0.13 | 5.36 | -0.02 | -0.23 | -0.31 | 1.61 | 1.22 | -0.56 | 0.42 | 1.49 | -1.13 | 0.9 | 1.31 | 1.71 | 1.24 | 2.22 | -0.88 | -1.07 | -1.99 |
Draw Down(%) | NA | 9.3 | 23.2 | 23.2 | 54.5 | NA | 54.5 | 1.3 | 13.4 | 15.4 | 11.4 | 10.3 | 14.2 | 26.5 | 16.9 | 21.2 | 51.8 | 12.5 | 16.9 | 7.1 | 11.0 | 16.3 | 25.8 | 26.9 | 23.9 |
Standard Deviation(%) | NA | 13.6 | 13.6 | 13.4 | 20.8 | NA | 18.4 | 6.9 | 16.2 | 14.1 | 10.8 | 11.9 | 15.1 | 25.6 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.6 | 14.4 | 14.1 | 17.5 | 14.4 | 15.6 |
Treynor Ratio | NA | 0.14 | 0.01 | 0.07 | 0.02 | NA | 0.03 | 0.46 | 0.0 | -0.04 | -0.04 | 0.24 | 0.21 | -0.16 | 0.09 | 0.44 | -0.48 | 0.16 | 0.18 | 0.2 | 0.18 | 0.36 | -0.21 | -0.2 | -0.31 |
Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.05 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.03 | 0.02 | -0.01 | 0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.05 |
Beta | NA | 0.89 | 0.89 | 0.88 | 0.89 | NA | 0.88 | 0.81 | 0.89 | 0.86 | 0.89 | 0.81 | 0.88 | 0.92 | 0.94 | 0.86 | 0.87 | 0.93 | 0.97 | 0.91 | 0.98 | 0.88 | 0.72 | 0.76 | 0.99 |
RSquared | NA | 0.91 | 0.91 | 0.9 | 0.93 | NA | 0.89 | 0.78 | 0.93 | 0.89 | 0.86 | 0.75 | 0.93 | 0.97 | 0.96 | 0.93 | 0.94 | 0.85 | 0.91 | 0.77 | 0.86 | 0.77 | 0.66 | 0.83 | 0.8 |
Yield(%) | N/A | 0.0 | 0.6 | 0.7 | 1.7 | 3.4 | N/A | 0.0 | 0.0 | 1.7 | 0.2 | 0.1 | 0.9 | 0.5 | 0.6 | 1.3 | 3.6 | 9.2 | 7.6 | 5.1 | 1.0 | 0.6 | 0.3 | 1.4 | 8.7 |
Dividend Growth(%) | N/A | -100.0 | 57.9 | -81.8 | N/A | N/A | N/A | N/A | -100.0 | 550.0 | 300.0 | -90.6 | 45.5 | -4.3 | -36.1 | -80.0 | -57.8 | 34.7 | 78.1 | 493.3 | 114.3 | 75.0 | -81.8 | -88.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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