Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
AEGFX (EUROPACIFIC GROWTH FUND CLASS F-1) | 13.02% | 5.20% | 9.87% | 3.01% | 4.31% | 5.83% | 5.73% | 5.97% |
Data as of 07/03/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
AEGFX (EUROPACIFIC GROWTH FUND CLASS F-1) | 04/06/2001 | 07/03/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.07 | 5.20 | 9.87 | 3.01 | 4.31 | 5.83 | 5.73 | 5.97 | 13.02 | -0.70 | 13.36 | -23.47 | -5.31 | 24.77 | 26.94 | -15.25 | 30.70 | 0.65 | -0.82 | -2.66 | 20.14 | 19.21 | -13.60 | 9.37 | 39.11 | -40.57 | 19.08 | 21.84 | 21.05 | 19.77 | 32.84 | -13.65 | -5.32 |
Sharpe Ratio | NA | 0.11 | 0.38 | 0.08 | 0.16 | NA | NA | 0.26 | 1.28 | -0.55 | 0.69 | -1.07 | -0.33 | 0.85 | 2.22 | -1.12 | 4.24 | 0.03 | -0.06 | -0.25 | 1.73 | 1.28 | -0.53 | 0.46 | 1.53 | -1.12 | 0.95 | 1.37 | 1.79 | 1.29 | 2.29 | -0.84 | -0.64 |
Standard Deviation(%) | NA | 17.38 | 15.99 | 17.07 | 17.25 | NA | NA | 18.24 | 19.31 | 13.35 | 13.23 | 23.23 | 16.19 | 28.78 | 11.52 | 14.90 | 7.13 | 16.27 | 14.16 | 10.77 | 11.59 | 15.10 | 25.50 | 20.39 | 25.49 | 36.83 | 17.01 | 13.58 | 10.54 | 14.55 | 14.06 | 17.50 | 14.57 |
Draw Down(%) | NA | 18.47 | 18.47 | 41.11 | 41.11 | NA | NA | 53.98 | 15.65 | 11.12 | 12.70 | 32.91 | 16.50 | 32.62 | 7.51 | 24.04 | 3.28 | 13.35 | 15.18 | 11.24 | 10.23 | 14.03 | 26.24 | 16.86 | 21.08 | 51.45 | 12.41 | 16.83 | 7.05 | 11.01 | 16.20 | 25.59 | 23.73 |
Yield(%) | 0.00 | 0.74 | 1.46 | 1.12 | 2.40 | 2.85 | 3.86 | 4.23 | 0.00 | 1.17 | 1.80 | 0.88 | 1.30 | 0.19 | 3.44 | 4.98 | 5.76 | 1.22 | 2.91 | 1.23 | 1.05 | 1.96 | 1.41 | 1.44 | 2.22 | 4.26 | 9.93 | 8.29 | 5.77 | 1.78 | 1.38 | 0.97 | 2.19 |
Data as of 07/03/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AEGFX (EUROPACIFIC GROWTH FUND CLASS F-1) |
-11.04%
Feb 2006 - Feb 2009 |
-3.35%
Oct 2007 - Oct 2012 |
2.62%
Dec 2006 - Dec 2016 |
1.33%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
AEGFX (EUROPACIFIC GROWTH FUND CLASS F-1) |
31.87%
Mar 2003 - Mar 2006 |
24.44%
Oct 2002 - Oct 2007 |
11.47%
Mar 2003 - Mar 2013 |
10.44%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart