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CEUAX: EUROPACIFIC GROWTH FUND CLASS 529-A (MUTUAL FUND)
Basic Info 56.52 0.04(0.07%) April 24
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (57%) |
Start Date: | 03/15/2002 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.68% |
Expenses | 0.90% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 4.9 | 9.0 | -2.2 | 5.4 | 4.9 | 7.7 | 6.6 | 6.8 | 15.6 | -23.1 | 2.5 | 24.8 | 26.9 | -15.3 | 30.7 | 0.6 | -0.9 | -2.7 | 20.1 | 19.1 | -13.6 | 9.4 | 39.0 | -40.6 | 19.0 | 21.8 | 21.0 | 19.6 | 32.9 | -16.3 |
Sharpe Ratio | NA | 0.43 | 0.22 | -0.32 | 0.17 | 0.22 | NA | NA | 0.31 | 0.86 | -1.06 | 0.16 | 0.85 | 2.21 | -1.11 | 4.22 | 0.03 | -0.06 | -0.25 | 1.73 | 1.28 | -0.54 | 0.45 | 1.53 | -1.12 | 0.95 | 1.38 | 1.79 | 1.29 | 2.29 | -1.14 |
Draw Down(%) | NA | 4.8 | 12.7 | 37.5 | 37.5 | 37.5 | NA | NA | 54.0 | 12.7 | 32.5 | 11.9 | 32.6 | 7.5 | 24.1 | 3.3 | 13.3 | 15.2 | 11.2 | 10.2 | 14.0 | 26.3 | 16.9 | 21.1 | 51.5 | 12.4 | 16.8 | 7.0 | 11.0 | 16.2 | 25.6 |
Standard Deviation(%) | NA | 10.9 | 12.4 | 17.2 | 19.4 | 16.5 | NA | NA | 18.4 | 13.3 | 23.1 | 15.3 | 28.6 | 11.5 | 14.9 | 7.1 | 16.2 | 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 | 18.5 |
Treynor Ratio | NA | 0.05 | 0.03 | -0.05 | 0.03 | 0.04 | NA | NA | 0.06 | 0.12 | -0.24 | 0.02 | 0.27 | 0.25 | -0.16 | 0.37 | 0.0 | -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 | -0.29 |
Alpha | NA | 0.02 | 0.0 | -0.02 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.05 | -0.04 | 0.06 | 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 | 0.95 | 0.97 | 1.01 | 0.96 | 0.94 | NA | NA | 0.9 | 0.97 | 1.03 | 1.06 | 0.89 | 1.01 | 1.05 | 0.82 | 0.89 | 0.87 | 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 | 0.82 | 0.88 | 0.89 | 0.89 | 0.89 | NA | NA | 0.9 | 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 | 0.64 |
Yield(%) | N/A | 0.0 | 3.6 | 4.3 | 4.2 | 3.8 | 5.1 | 5.4 | N/A | 4.0 | 1.3 | 9.2 | 0.2 | 3.5 | 5.0 | 5.8 | 1.2 | 2.9 | 1.3 | 1.1 | 1.9 | 1.4 | 1.5 | 2.2 | 4.3 | 9.9 | 8.3 | 5.8 | 1.7 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 131.0 | 102.9 | 34.7 | 19.1 | N/A | N/A | N/A | 131.0 | -86.7 | 5175.0 | -92.2 | -46.1 | 8.8 | 374.5 | -59.6 | 115.9 | 43.2 | -35.3 | 15.3 | 3.5 | -8.1 | -71.4 | -53.1 | 32.7 | 71.1 | 300.0 | 54.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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