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RERHX: EUROPACIFIC GROWTH FUND CLASS R-5E (MUTUAL FUND)
Basic Info 58.28 0.69(1.20%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/23/2015 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 3.89% |
Expenses | 0.90% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 7.4 | 13.5 | -1.0 | 5.9 | 5.2 | 15.9 | -22.9 | 2.7 | 25.1 | 27.2 | -15.0 | 31.0 | 0.8 | -2.6 |
Sharpe Ratio | NA | 1.39 | 0.67 | -0.25 | 0.21 | 0.3 | 0.89 | -1.05 | 0.18 | 0.87 | 2.26 | -1.09 | 4.15 | 0.04 | -1.75 |
Draw Down(%) | NA | 4.8 | 12.6 | 37.4 | 37.4 | 37.4 | 12.6 | 32.4 | 11.9 | 32.6 | 7.5 | 23.9 | 3.3 | 13.3 | 5.0 |
Standard Deviation(%) | NA | 11.2 | 12.4 | 17.2 | 19.4 | 17.2 | 13.3 | 23.1 | 15.3 | 28.6 | 11.4 | 14.9 | 7.4 | 16.2 | 12.7 |
Treynor Ratio | NA | 0.21 | 0.1 | -0.05 | 0.05 | 0.07 | 0.15 | -0.3 | 0.03 | 0.34 | 0.34 | -0.22 | 0.51 | 0.01 | -0.32 |
Alpha | NA | 0.01 | -0.04 | -0.03 | -0.02 | -0.01 | -0.02 | -0.03 | -0.07 | 0.03 | 0.01 | -0.05 | 0.06 | -0.04 | -0.04 |
Beta | NA | 0.75 | 0.85 | 0.81 | 0.77 | 0.78 | 0.78 | 0.82 | 0.87 | 0.73 | 0.75 | 0.73 | 0.6 | 1.0 | 0.69 |
RSquared | NA | 0.67 | 0.68 | 0.71 | 0.75 | 0.73 | 0.64 | 0.77 | 0.61 | 0.82 | 0.7 | 0.69 | 0.33 | 0.71 | 0.83 |
Yield(%) | N/A | 0.0 | 3.8 | 4.4 | 4.4 | N/A | 4.2 | 1.4 | 9.3 | 0.4 | 3.8 | 5.3 | 6.2 | 1.7 | 3.3 |
Dividend Growth(%) | N/A | -100.0 | 122.2 | N/A | N/A | N/A | 122.6 | -85.6 | 2971.4 | -87.5 | -44.0 | 8.3 | 274.3 | -52.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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