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AEPCX: EUROPACIFIC GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 57.79 0.34(0.58%) July 07
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 0.18% |
| Expenses | 0.90% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2024 | 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(%) | -0.2 | 11.8 | 3.6 | 8.3 | 2.9 | 3.3 | 4.8 | 4.9 | 5.1 | -1.6 | 12.5 | -24.0 | -6.2 | 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 | 1.22 | 0.06 | 0.32 | 0.03 | 0.11 | NA | NA | 0.21 | -0.61 | 0.63 | -1.1 | -0.38 | 0.82 | 2.13 | -1.16 | 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 | 15.7 | 18.9 | 18.9 | 41.9 | 41.9 | NA | NA | 54.5 | 11.4 | 12.9 | 33.3 | 17.2 | 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 | 19.3 | 17.4 | 16.0 | 17.1 | 17.3 | NA | NA | 18.3 | 13.4 | 13.2 | 23.2 | 16.3 | 28.8 | 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 | 0.24 | 0.01 | 0.05 | 0.01 | 0.02 | NA | NA | 0.04 | -0.09 | 0.09 | -0.25 | -0.06 | 0.33 | 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 | -0.05 | -0.05 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.02 | -0.02 | -0.05 | -0.07 | 0.07 | 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 | 0.97 | 0.98 | 0.95 | 0.99 | 0.91 | NA | NA | 0.89 | 0.95 | 0.96 | 1.04 | 1.06 | 0.71 | 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 | 0.84 | 0.82 | 0.86 | 0.83 | 0.73 | NA | NA | 0.84 | 0.77 | 0.88 | 0.92 | 0.69 | 0.45 | 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 | 0.2 | 0.7 | 0.5 | 1.8 | 1.9 | 3.0 | N/A | 0.4 | 1.0 | 0.4 | 0.7 | 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 | 0.8 | 0.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | -79.8 | -44.3 | -79.6 | -32.5 | N/A | N/A | N/A | -58.0 | 68.6 | -45.0 | N/A | -100.0 | -53.1 | 14.8 | 1275.6 | -84.0 | 296.4 | 158.2 | -73.0 | 45.2 | -6.4 | -29.7 | -78.9 | -57.7 | 35.1 | 77.0 | 477.3 | 58.5 | 56.0 | -69.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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