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CEUFX: EUROPACIFIC GROWTH FUND CLASS 529-F-1 (MUTUAL FUND)
Basic Info 59.02 0.66(1.13%) June 26
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (94%) |
Start Date: | 03/14/2002 |
Last Dividend Date: | 12/19/2024 |
12-Mo. Yield | 0.92% |
Expenses | 0.90% |
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Performance Analytics (As of 06/25/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/14/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 11.9 | 5.3 | 9.4 | 3.6 | 4.1 | 5.9 | 5.9 | 6.4 | -0.6 | 13.5 | -23.3 | -5.2 | 25.1 | 27.2 | -15.1 | 30.9 | 0.8 | -0.6 | -2.5 | 20.4 | 19.4 | -13.5 | 9.6 | 39.3 | -40.5 | 19.3 | 22.1 | 21.1 | 19.5 | 32.7 | -15.7 |
Sharpe Ratio | NA | 0.83 | -0.06 | 0.32 | 0.07 | 0.14 | NA | NA | 0.28 | -0.54 | 0.71 | -1.07 | -0.32 | 0.86 | 2.23 | -1.1 | 4.26 | 0.04 | -0.05 | -0.23 | 1.75 | 1.29 | -0.53 | 0.47 | 1.54 | -1.12 | 0.96 | 1.39 | 1.8 | 1.28 | 2.27 | -1.1 |
Draw Down(%) | NA | 15.6 | 18.4 | 18.4 | 41.0 | 41.0 | NA | NA | 53.9 | 11.1 | 12.7 | 32.8 | 16.4 | 32.6 | 7.5 | 23.9 | 3.3 | 13.3 | 15.1 | 11.2 | 10.2 | 14.0 | 26.2 | 16.9 | 21.1 | 51.4 | 12.4 | 16.8 | 7.1 | 11.0 | 16.2 | 25.6 |
Standard Deviation(%) | NA | 19.8 | 17.3 | 16.1 | 17.1 | 17.3 | NA | NA | 18.4 | 13.4 | 13.2 | 23.2 | 16.2 | 28.8 | 11.6 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.9 | 17.0 | 13.6 | 10.5 | 14.5 | 14.1 | 18.5 |
Treynor Ratio | NA | 0.17 | -0.01 | 0.05 | 0.01 | 0.03 | NA | NA | 0.06 | -0.08 | 0.1 | -0.24 | -0.05 | 0.28 | 0.26 | -0.16 | 0.37 | 0.01 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.46 | -0.47 | 0.17 | 0.2 | 0.21 | 0.19 | 0.36 | -0.28 |
Alpha | NA | -0.05 | -0.05 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.05 | -0.07 | 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 | 0.97 | 0.97 | 0.95 | 0.99 | 0.91 | NA | NA | 0.89 | 0.94 | 0.96 | 1.04 | 1.06 | 0.87 | 1.01 | 1.05 | 0.82 | 0.89 | 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 |
RSquared | NA | 0.84 | 0.82 | 0.86 | 0.83 | 0.73 | NA | NA | 0.84 | 0.77 | 0.88 | 0.92 | 0.69 | 0.86 | 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 | 0.9 | 1.6 | 1.4 | 2.6 | 3.1 | 4.2 | N/A | 1.4 | 2.0 | 1.0 | 1.5 | 0.5 | 3.7 | 5.3 | 6.1 | 1.5 | 3.1 | 1.5 | 1.3 | 2.2 | 1.6 | 1.7 | 2.4 | 4.5 | 10.1 | 8.5 | 5.9 | 1.6 | 1.4 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -49.7 | -18.5 | -60.6 | -20.8 | N/A | N/A | N/A | -24.2 | 52.5 | -38.8 | 291.5 | -83.7 | -44.1 | 9.3 | 316.9 | -55.6 | 99.2 | 38.6 | -30.9 | 15.5 | 2.9 | -5.6 | -69.6 | -52.3 | 32.5 | 71.7 | 328.5 | 48.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2002
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