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AEPGX: EUROPACIFIC GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 59.9 0.66(1.11%) May 19
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 05/07/1986 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.08% |
| 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 05/07/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 11.5 | 1.0 | 7.2 | 6.3 | 3.8 | 5.8 | 5.8 | 7.4 | -0.7 | 13.4 | -23.5 | -5.2 | 24.8 | 26.9 | -15.2 | 30.7 | 0.7 | -0.8 | -2.6 | 20.2 | 19.2 | -13.6 | 9.4 | 39.1 | -40.5 | 19.1 | 21.9 | 21.1 | 19.7 | 32.9 | -13.6 | -12.2 | -17.8 | 57.0 | 15.5 | 9.2 | 18.6 | 11.8 | -3.0 | 35.2 | 2.3 | 18.5 | -1.3 | 16.4 | 13.2 | -3.9 | 2.0 |
| Sharpe Ratio | NA | 1.28 | -0.37 | 0.15 | 0.2 | 0.11 | NA | NA | 0.32 | -0.54 | 0.7 | -1.07 | -0.32 | 0.85 | 2.22 | -1.11 | 4.23 | 0.03 | -0.06 | -0.25 | 1.74 | 1.28 | -0.53 | 0.46 | 1.53 | -1.12 | 0.95 | 1.38 | 1.8 | 1.29 | 2.29 | -0.84 | -1.03 | -1.34 | 4.19 | 0.69 | 0.45 | 2.29 | 1.11 | -0.68 | 4.44 | -0.01 | 1.21 | -0.62 | 1.08 | 0.9 | -0.32 | -0.11 |
| Draw Down(%) | NA | 15.7 | 18.5 | 18.9 | 41.1 | 41.1 | NA | NA | 54.0 | 11.1 | 12.7 | 32.9 | 16.4 | 32.6 | 7.5 | 24.0 | 3.3 | 13.3 | 15.2 | 11.2 | 10.2 | 14.0 | 26.2 | 16.8 | 21.1 | 51.4 | 12.4 | 16.8 | 7.0 | 11.0 | 16.2 | 25.6 | 26.5 | 25.1 | 5.4 | 23.4 | 12.3 | 4.6 | 3.9 | 10.5 | 3.6 | 9.9 | 8.9 | 17.5 | 6.8 | 8.4 | 32.3 | 9.2 |
| Standard Deviation(%) | NA | 21.1 | 17.2 | 16.6 | 17.4 | 17.2 | NA | NA | 16.3 | 13.3 | 13.2 | 23.2 | 16.2 | 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 | 13.5 | 10.5 | 14.5 | 14.1 | 17.5 | 14.3 | 16.3 | 12.8 | 17.8 | 12.7 | 6.5 | 7.2 | 8.7 | 7.4 | 8.9 | 12.1 | 10.4 | 9.9 | 9.4 | 24.9 | 8.2 |
| Treynor Ratio | NA | 0.28 | -0.07 | 0.03 | 0.04 | 0.02 | NA | NA | 0.06 | -0.08 | 0.1 | -0.24 | -0.05 | 0.34 | 0.25 | -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 | -0.2 | -0.2 | -0.22 | 0.61 | 0.14 | 0.08 | 0.22 | 0.18 | -0.12 | 0.71 | 0.0 | 0.28 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.03 | -0.01 | NA | NA | 0.01 | -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 | -0.01 | 0.02 | -0.02 | 0.09 | 0.0 | 0.02 | 0.05 | 0.01 | -0.02 | 0.07 | 0.03 | 0.05 | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.96 | 0.96 | 0.98 | 0.91 | NA | NA | 0.85 | 0.94 | 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 | 0.96 | 0.91 | 0.99 | 0.88 | 0.72 | 0.75 | 1.0 | 0.89 | 0.87 | 0.74 | 0.68 | 0.45 | 0.51 | 0.46 | 0.44 | 0.53 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.82 | 0.88 | 0.84 | 0.74 | NA | NA | 0.73 | 0.77 | 0.88 | 0.92 | 0.7 | 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 | 0.65 | 0.83 | 0.81 | 0.78 | 0.88 | 0.79 | 0.61 | 0.49 | 0.4 | 0.53 | 0.67 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.1 | 1.4 | 1.3 | 2.3 | 2.9 | 4.0 | N/A | 1.2 | 1.8 | 0.9 | 1.4 | 0.2 | 3.5 | 5.0 | 5.8 | 1.3 | 2.9 | 1.3 | 1.1 | 1.9 | 1.4 | 1.5 | 2.2 | 4.3 | 9.9 | 8.3 | 5.8 | 1.7 | 1.3 | 0.9 | 2.1 | 9.2 | 5.8 | 6.2 | 9.2 | 5.6 | 2.3 | 1.4 | 1.5 | 1.5 | 2.1 | 2.2 | 2.2 | 1.6 | 2.6 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | -27.7 | -19.0 | -64.6 | -23.6 | -42.1 | N/A | N/A | -27.7 | 54.5 | -38.5 | 683.3 | -92.3 | -45.7 | 9.2 | 367.5 | -59.6 | 113.1 | 44.4 | -34.9 | 17.1 | 3.5 | -8.4 | -71.3 | -53.3 | 33.2 | 70.4 | 301.4 | 64.2 | 28.1 | -63.1 | -83.3 | 133.9 | 3.7 | -31.9 | 80.3 | 169.4 | 53.1 | 33.3 | -5.9 | -13.6 | -9.2 | 16.1 | 55.6 | -44.6 | 282.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/07/1986
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