Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RERAX (EUROPACIFIC GROWTH FUND CLASS R-1) | 7.48% | -1.38% | 6.13% | 4.27% | 2.65% | 4.31% | 4.72% | 5.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RERAX (EUROPACIFIC GROWTH FUND CLASS R-1) | 06/10/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | -1.38 | 6.13 | 4.27 | 2.65 | 4.31 | 4.72 | 5.67 | 7.48 | -1.70 | 12.44 | -24.03 | -6.35 | 23.86 | 26.00 | -15.86 | 29.72 | -0.09 | -1.55 | -3.37 | 19.25 | 18.30 | -14.25 | 8.62 | 38.08 | -41.03 | 18.11 | 20.87 | 20.09 | 18.66 | 31.82 | -14.27 |
| Sharpe Ratio | NA | -0.45 | 0.10 | 0.09 | 0.05 | NA | NA | 0.23 | 0.91 | -0.62 | 0.62 | -1.10 | -0.39 | 0.82 | 2.16 | -1.16 | 4.09 | -0.02 | -0.11 | -0.31 | 1.65 | 1.22 | -0.56 | 0.42 | 1.49 | -1.13 | 0.89 | 1.30 | 1.70 | 1.22 | 2.21 | -1.17 |
| Standard Deviation(%) | NA | 17.32 | 16.71 | 17.41 | 17.25 | NA | NA | 18.50 | 21.56 | 13.41 | 13.23 | 23.23 | 16.30 | 28.79 | 11.39 | 14.92 | 7.15 | 16.27 | 14.16 | 10.77 | 11.62 | 15.09 | 25.51 | 20.40 | 25.50 | 36.85 | 17.01 | 13.58 | 10.56 | 14.54 | 14.09 | 21.24 |
| Draw Down(%) | NA | 18.92 | 19.14 | 42.04 | 42.04 | NA | NA | 54.48 | 15.73 | 11.46 | 12.85 | 33.28 | 17.33 | 32.71 | 7.52 | 24.56 | 3.29 | 13.44 | 15.40 | 11.42 | 10.30 | 14.17 | 26.48 | 16.89 | 21.20 | 51.79 | 12.47 | 16.91 | 7.14 | 11.08 | 16.32 | 22.43 |
| Yield(%) | 0.00 | 0.45 | 0.77 | 0.70 | 1.78 | 1.92 | 3.13 | 3.84 | 0.00 | 0.49 | 1.11 | 0.50 | 0.77 | 0.00 | 2.82 | 4.64 | 5.08 | 0.56 | 2.24 | 0.60 | 0.22 | 1.13 | 0.74 | 0.89 | 1.52 | 3.84 | 9.38 | 7.82 | 5.26 | 1.29 | 0.98 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERAX (EUROPACIFIC GROWTH FUND CLASS R-1) |
-11.75%
Feb 2006 - Feb 2009 |
-4.07%
Oct 2007 - Oct 2012 |
1.85%
Dec 2006 - Dec 2016 |
0.56%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERAX (EUROPACIFIC GROWTH FUND CLASS R-1) |
30.77%
Mar 2003 - Mar 2006 |
23.16%
Oct 2002 - Oct 2007 |
10.60%
Mar 2003 - Mar 2013 |
9.60%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart