Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUEPX (American Funds EuroPacific Growth Fund Class 529-F-2) | 11.86% | 27.90% | 16.92% | 5.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUEPX (American Funds EuroPacific Growth Fund Class 529-F-2) | 11/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 27.90 | 16.92 | 5.44 | NA | NA | NA | … | … | 11.86 | 29.17 | 4.89 | 15.98 | -22.85 | 2.71 | 20.39 |
| Sharpe Ratio | NA | 1.69 | 0.91 | 0.18 | NA | NA | NA | … | … | 1.39 | 1.69 | 0.10 | 0.94 | -1.05 | 0.18 | 15.34 |
| Standard Deviation(%) | NA | 15.34 | 14.86 | 16.67 | NA | NA | NA | … | … | 19.93 | 15.63 | 12.59 | 13.25 | 23.14 | 15.26 | 13.87 |
| Draw Down(%) | NA | 12.53 | 15.65 | 37.38 | NA | NA | NA | … | … | 12.53 | 15.63 | 9.48 | 12.63 | 32.41 | 11.86 | 1.40 |
| Yield(%) | 0.00 | 13.86 | 8.81 | 5.86 | 3.79 | 2.53 | 1.90 | … | … | 0.00 | 15.65 | 6.92 | 4.30 | 1.46 | 9.35 | 0.37 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUEPX (American Funds EuroPacific Growth Fund Class 529-F-2) |
-2.77%
Dec 2020 – Dec 2023 |
3.97%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUEPX (American Funds EuroPacific Growth Fund Class 529-F-2) |
19.51%
Sep 2022 – Sep 2025 |
5.94%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart