Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RERCX (EUROPACIFIC GROWTH FUND CLASS R-3) | 13.02% | 5.43% | 8.45% | 2.17% | 3.79% | 5.19% | 5.28% | 6.15% |
Data as of 07/22/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RERCX (EUROPACIFIC GROWTH FUND CLASS R-3) | 06/10/2002 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 5.43 | 8.45 | 2.17 | 3.79 | 5.19 | 5.28 | 6.15 | 13.02 | -1.09 | 13.03 | -23.69 | -5.71 | 24.43 | 26.60 | -15.48 | 30.33 | 0.38 | -1.09 | -2.91 | 19.79 | 18.89 | -13.85 | 9.16 | 38.72 | -40.73 | 18.71 | 21.43 | 20.73 | 19.23 | 32.37 | -14.28 |
| Sharpe Ratio | NA | 0.10 | 0.37 | 0.03 | 0.13 | NA | NA | 0.27 | 1.16 | -0.57 | 0.67 | -1.08 | -0.35 | 0.84 | 2.21 | -1.13 | 4.18 | 0.01 | -0.08 | -0.27 | 1.70 | 1.26 | -0.54 | 0.44 | 1.51 | -1.13 | 0.93 | 1.34 | 1.76 | 1.26 | 2.25 | -1.17 |
| Standard Deviation(%) | NA | 17.26 | 15.89 | 17.04 | 17.21 | NA | NA | 18.45 | 18.71 | 13.37 | 13.23 | 23.22 | 16.24 | 28.79 | 11.40 | 14.92 | 7.14 | 16.25 | 14.17 | 10.75 | 11.60 | 15.10 | 25.50 | 20.39 | 25.51 | 36.85 | 17.03 | 13.57 | 10.56 | 14.55 | 14.08 | 21.28 |
| Draw Down(%) | NA | 18.65 | 18.65 | 41.47 | 41.47 | NA | NA | 54.15 | 15.69 | 11.27 | 12.75 | 33.04 | 16.82 | 32.66 | 7.51 | 24.25 | 3.28 | 13.37 | 15.26 | 11.29 | 10.25 | 14.07 | 26.34 | 16.81 | 21.11 | 51.58 | 12.45 | 16.87 | 7.08 | 11.06 | 16.29 | 22.43 |
| Yield(%) | 0.00 | 0.55 | 1.18 | 0.88 | 2.14 | 2.41 | 3.46 | 4.27 | 0.00 | 0.91 | 1.57 | 0.74 | 1.09 | 0.00 | 3.18 | 4.87 | 5.51 | 0.96 | 2.67 | 1.03 | 0.77 | 1.66 | 1.18 | 1.28 | 1.95 | 4.10 | 9.71 | 8.08 | 5.55 | 1.47 | 1.37 | 0.00 |
Data as of 07/22/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERCX (EUROPACIFIC GROWTH FUND CLASS R-3) |
-11.32%
Feb 2006 - Feb 2009 |
-3.61%
Oct 2007 - Oct 2012 |
2.34%
Dec 2006 - Dec 2016 |
1.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERCX (EUROPACIFIC GROWTH FUND CLASS R-3) |
31.40%
Mar 2003 - Mar 2006 |
23.72%
Oct 2002 - Oct 2007 |
11.14%
Mar 2003 - Mar 2013 |
10.12%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart