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AEPCX: EUROPACIFIC GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 56.42 0.67(1.20%) May 06
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (55%) |
Start Date: | 04/06/2001 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 2.95% |
Expenses | 0.90% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 7.1 | 12.4 | -2.0 | 4.9 | 4.4 | 6.7 | 6.1 | 5.7 | 14.8 | -23.6 | 1.7 | 23.9 | 26.0 | -15.9 | 29.7 | -0.1 | -1.6 | -3.4 | 19.2 | 18.3 | -14.2 | 8.6 | 38.0 | -41.0 | 18.1 | 20.9 | 20.1 | 18.7 | 31.8 | -14.4 | -5.9 |
Sharpe Ratio | NA | 1.28 | 0.58 | -0.3 | 0.16 | 0.19 | NA | NA | 0.25 | 0.8 | -1.08 | 0.11 | 0.82 | 2.13 | -1.15 | 4.09 | -0.02 | -0.11 | -0.32 | 1.66 | 1.22 | -0.56 | 0.42 | 1.49 | -1.14 | 0.89 | 1.31 | 1.7 | 1.22 | 2.21 | -0.88 | -0.7 |
Draw Down(%) | NA | 4.9 | 12.9 | 38.0 | 38.0 | 38.0 | NA | NA | 54.5 | 12.9 | 32.9 | 12.1 | 32.7 | 7.5 | 24.5 | 3.3 | 13.4 | 15.4 | 11.4 | 10.3 | 14.2 | 26.5 | 16.9 | 21.2 | 51.8 | 12.5 | 16.9 | 7.1 | 11.1 | 16.3 | 25.8 | 24.0 |
Standard Deviation(%) | NA | 11.2 | 12.4 | 17.2 | 19.4 | 16.6 | NA | NA | 18.3 | 13.3 | 23.1 | 15.3 | 28.6 | 11.5 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.5 | 14.6 | 14.1 | 17.5 | 14.6 |
Treynor Ratio | NA | 0.15 | 0.07 | -0.05 | 0.03 | 0.03 | NA | NA | 0.05 | 0.11 | -0.24 | 0.02 | 0.26 | 0.24 | -0.16 | 0.36 | 0.0 | -0.02 | -0.04 | 0.23 | 0.21 | -0.16 | 0.09 | 0.44 | -0.48 | 0.16 | 0.18 | 0.2 | 0.18 | 0.35 | -0.22 | -0.13 |
Alpha | NA | 0.01 | 0.0 | -0.03 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.05 | -0.04 | 0.06 | 0.01 | 0.0 | 0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.03 | 0.02 | -0.01 | 0.02 | 0.0 | 0.0 | -0.02 | 0.01 |
Beta | NA | 0.93 | 0.96 | 1.01 | 0.96 | 0.94 | NA | NA | 0.9 | 0.97 | 1.03 | 1.06 | 0.89 | 1.01 | 1.05 | 0.82 | 0.9 | 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 | 0.79 |
RSquared | NA | 0.82 | 0.88 | 0.89 | 0.89 | 0.89 | NA | NA | 0.89 | 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 | 0.66 | 0.82 |
Yield(%) | N/A | 0.0 | 2.9 | 3.9 | 3.6 | 3.2 | 3.8 | 4.5 | N/A | 3.2 | 0.9 | 8.8 | 0.0 | 2.7 | 4.5 | 5.0 | 0.4 | 2.2 | 0.5 | 0.2 | 1.0 | 0.6 | 0.7 | 1.4 | 3.6 | 9.3 | 7.6 | 5.1 | 1.0 | 0.9 | 0.4 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | 178.2 | 115.6 | 49.5 | 20.8 | N/A | N/A | N/A | 178.2 | -90.7 | N/A | -100.0 | -53.4 | 15.0 | 1275.0 | -84.0 | 300.0 | 150.0 | -72.2 | 44.0 | -7.4 | -28.9 | -78.9 | -57.8 | 35.1 | 77.5 | 474.2 | 55.0 | 66.7 | -70.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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