Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AEPGX (EUROPACIFIC GROWTH FUND CLASS A) | 16.25% | 11.82% | 13.60% | 6.90% | 6.28% | 7.16% | 6.73% | 7.94% |
Data as of 07/03/2025, AR inception is 05/07/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEPGX (EUROPACIFIC GROWTH FUND CLASS A) | 05/07/1986 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 11.82 | 13.60 | 6.90 | 6.28 | 7.16 | 6.73 | 7.94 | 16.25 | 4.64 | 15.65 | -23.06 | 2.51 | 24.80 | 26.94 | -15.20 | 30.74 | 0.66 | -0.79 | -2.64 | 20.15 | 19.22 | -13.59 | 9.40 | 39.11 | -40.55 | 19.09 | 21.89 | 21.09 | 19.69 | 32.92 | -13.61 | -12.18 | -17.78 | 56.97 | 15.54 | 9.19 | 18.64 | 11.84 | -2.98 | 35.17 | 2.30 | 18.55 | -1.28 | 16.42 | 13.17 | -3.93 | 1.97 |
| Sharpe Ratio | NA | 0.32 | 0.55 | 0.29 | 0.25 | NA | NA | 0.34 | 1.22 | 0.08 | 0.91 | -1.06 | 0.16 | 0.86 | 2.21 | -1.12 | 4.23 | 0.03 | -0.06 | -0.25 | 1.74 | 1.28 | -0.53 | 0.46 | 1.53 | -1.12 | 0.94 | 1.37 | 1.79 | 1.29 | 2.29 | -0.84 | -1.04 | -1.35 | 4.18 | 0.68 | 0.43 | 2.27 | 1.09 | -0.70 | 4.43 | -0.02 | 1.20 | -0.65 | 1.06 | 0.88 | -0.33 | -0.13 |
| Standard Deviation(%) | NA | 16.65 | 15.82 | 16.77 | 17.06 | NA | NA | 16.27 | 19.45 | 12.60 | 13.26 | 23.13 | 15.25 | 28.59 | 11.52 | 14.91 | 7.15 | 16.26 | 14.16 | 10.76 | 11.59 | 15.09 | 25.48 | 20.41 | 25.50 | 36.84 | 17.02 | 13.55 | 10.53 | 14.55 | 14.08 | 17.54 | 14.33 | 16.29 | 12.81 | 17.81 | 12.67 | 6.54 | 7.22 | 8.68 | 7.42 | 8.93 | 12.13 | 10.45 | 9.91 | 9.39 | 24.89 | 8.24 |
| Draw Down(%) | NA | 15.75 | 16.27 | 37.53 | 37.53 | NA | NA | 53.98 | 15.66 | 9.48 | 12.70 | 32.52 | 11.92 | 32.62 | 7.49 | 24.02 | 3.28 | 13.33 | 15.16 | 11.21 | 10.22 | 14.04 | 26.24 | 16.85 | 21.09 | 51.44 | 12.40 | 16.84 | 7.03 | 10.99 | 16.22 | 25.58 | 26.55 | 25.07 | 5.39 | 23.38 | 12.33 | 4.60 | 3.88 | 10.47 | 3.64 | 9.90 | 8.88 | 17.48 | 6.79 | 8.37 | 32.28 | 9.23 |
| Yield(%) | 0.00 | 6.72 | 5.45 | 5.26 | 4.71 | 5.06 | 5.45 | 11.58 | 3.10 | 6.64 | 3.97 | 1.31 | 9.13 | 0.21 | 3.46 | 5.02 | 5.78 | 1.26 | 2.94 | 1.34 | 1.07 | 1.92 | 1.41 | 1.45 | 2.17 | 4.27 | 9.90 | 8.26 | 5.76 | 1.66 | 1.33 | 0.90 | 2.09 | 9.16 | 5.75 | 6.21 | 9.23 | 5.65 | 2.33 | 1.44 | 1.45 | 1.55 | 2.09 | 2.24 | 2.17 | 1.59 | 2.64 | 0.70 |
Data as of 07/03/2025, AR inception is 05/07/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEPGX (EUROPACIFIC GROWTH FUND CLASS A) |
-18.62%
Mar 2000 - Mar 2003 |
-3.34%
Oct 2007 - Oct 2012 |
2.63%
Dec 2006 - Dec 2016 |
1.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEPGX (EUROPACIFIC GROWTH FUND CLASS A) |
31.88%
Mar 2003 - Mar 2006 |
24.46%
Oct 2002 - Oct 2007 |
15.92%
Mar 1990 - Mar 2000 |
13.26%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart