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RERGX: EUROPACIFIC GROWTH FUND CLASS R-6 (MUTUAL FUND)
Basic Info 58.88 0.18(0.31%) March 27
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (32%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 4.03% |
Expenses | 0.90% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 7.6 | 17.6 | 0.4 | 7.1 | 5.8 | 8.0 | 16.1 | -22.8 | 2.8 | 25.3 | 27.4 | -14.9 | 31.2 | 1.0 | -0.4 | -2.3 | 20.6 | 19.6 | -13.3 | 9.8 | 31.0 |
Sharpe Ratio | NA | 2.99 | 1.15 | -0.15 | 0.29 | 0.29 | 0.42 | 0.9 | -1.05 | 0.18 | 0.87 | 2.28 | -1.09 | 4.3 | 0.05 | -0.03 | -0.21 | 1.77 | 1.31 | -0.52 | 0.48 | 2.35 |
Draw Down(%) | NA | 3.4 | 12.6 | 37.3 | 37.3 | 37.3 | 37.3 | 12.6 | 32.3 | 11.8 | 32.6 | 7.5 | 23.8 | 3.3 | 13.4 | 15.1 | 11.1 | 10.2 | 14.0 | 26.1 | 16.8 | 7.9 |
Standard Deviation(%) | NA | 11.2 | 12.4 | 17.3 | 19.4 | 16.5 | 17.4 | 13.3 | 23.1 | 15.3 | 28.6 | 11.4 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 21.2 |
Treynor Ratio | NA | 0.34 | 0.15 | -0.03 | 0.06 | 0.05 | 0.08 | 0.12 | -0.23 | 0.03 | 0.28 | 0.26 | -0.15 | 0.38 | 0.01 | -0.01 | -0.03 | 0.24 | 0.23 | -0.14 | 0.1 | 0.52 |
Alpha | NA | 0.04 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.04 | 0.06 | 0.02 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.97 | 0.98 | 1.01 | 0.96 | 0.94 | 0.93 | 0.97 | 1.03 | 1.06 | 0.89 | 0.99 | 1.06 | 0.82 | 0.9 | 0.88 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.95 |
RSquared | NA | 0.82 | 0.89 | 0.89 | 0.89 | 0.89 | 0.91 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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