EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX)

Basic Info 58.82 0.09(0.15%)
May 09

EUROPACIFIC GROWTH FUND CLASS R-6 started on 05/04/2009
EUROPACIFIC GROWTH FUND CLASS R-6 is classified as asset class Foreign Large Blend
EUROPACIFIC GROWTH FUND CLASS R-6 expense ratio is 0.90%
EUROPACIFIC GROWTH FUND CLASS R-6 rating is
(32%)

EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) Dividend Info

EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) dividend growth in the last 12 months is 117.96%

The trailing 12-month yield of EUROPACIFIC GROWTH FUND CLASS R-6 is 3.94%. its dividend history:

DateDividend
12/14/2023 1.9538
06/12/2023 0.2053
12/15/2022 0.7229
06/13/2022 0.2677
12/16/2021 3.4867
06/14/2021 3.1082
12/17/2020 0.281
12/19/2019 1.666
06/12/2019 0.08
12/20/2018 1.373
06/13/2018 1.671
12/21/2017 1.672
06/14/2017 1.128
12/22/2016 0.737
12/23/2015 1.557
12/26/2014 0.824
12/26/2013 0.615
12/26/2012 0.843
12/27/2011 0.735
12/27/2010 0.706
04/30/2010 0.025
12/24/2009 0.707

Dividend Growth History for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $2.1591 4.39% 117.96% -
2022 $0.9906 1.53% -84.98% 117.96%
2021 $6.5949 9.49% 2,246.94% -42.78%
2020 $0.281 0.50% -83.91% 97.33%
2019 $1.746 3.90% -42.64% 5.45%
2018 $3.044 5.35% 8.71% -6.64%
2017 $2.8 6.19% 279.92% -4.24%
2016 $0.737 1.65% -52.67% 16.60%
2015 $1.557 3.31% 88.96% 4.17%
2014 $0.824 1.70% 33.98% 11.30%
2013 $0.615 1.47% -27.05% 13.38%
2012 $0.843 2.34% 14.69% 8.93%
2011 $0.735 1.76% 0.55% 9.40%
2010 $0.731 1.86% 3.39% 8.69%
2009 $0.707 2.37% - 8.30%

Dividend Growth Chart for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX)

EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) Historical Returns And Risk Info

From 05/04/2009 to 05/09/2024, the compound annualized total return (dividend reinvested) of EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 7.884%. Its cumulative total return (dividend reinvested) is 212.144%.

From 05/04/2009 to 05/09/2024, the Maximum Drawdown of EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 37.3%.

From 05/04/2009 to 05/09/2024, the Sharpe Ratio of EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 0.41.

From 05/04/2009 to 05/09/2024, the Annualized Standard Deviation of EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 17.4%.

From 05/04/2009 to 05/09/2024, the Beta of EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 0.93.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
05/04/2009		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) 2.0 7.5 12.2 -1.7 6.7 5.7 7.7 7.9 16.1 -22.8 2.8 25.3 27.4 -14.9 31.2 1.0 -0.4 -2.3 20.6 19.6 -13.3 9.8 31.0
Sharpe Ratio NA 1.4 0.68 -0.24 0.22 0.26 NA 0.41 0.9 -1.05 0.18 0.87 2.28 -1.09 4.3 0.05 -0.03 -0.21 1.77 1.31 -0.52 0.48 2.35
Draw Down(%) NA 4.8 12.6 37.3 37.3 37.3 NA 37.3 12.6 32.3 11.8 32.6 7.5 23.8 3.3 13.4 15.1 11.1 10.2 14.0 26.1 16.8 7.9
Standard Deviation(%) NA 11.2 12.4 17.2 19.4 16.5 NA 17.4 13.3 23.1 15.3 28.6 11.4 14.9 7.1 16.3 14.2 10.8 11.6 15.1 25.5 20.4 21.2
Treynor Ratio NA 0.17 0.09 -0.04 0.04 0.05 NA 0.08 0.12 -0.23 0.03 0.28 0.26 -0.15 0.38 0.01 -0.01 -0.03 0.24 0.23 -0.14 0.1 0.52
Alpha NA 0.02 0.0 -0.02 0.0 0.0 NA 0.0 0.0 -0.04 -0.04 0.06 0.02 0.0 0.03 -0.01 0.01 0.01 0.01 0.01 -0.01 0.0 0.01
Beta NA 0.93 0.96 1.01 0.95 0.94 NA 0.93 0.97 1.03 1.06 0.89 0.99 1.06 0.82 0.9 0.88 0.89 0.84 0.88 0.92 0.94 0.95
RSquare NA 0.82 0.88 0.89 0.89 0.89 NA 0.91 0.9 0.92 0.78 0.92 0.86 0.89 0.72 0.93 0.91 0.86 0.85 0.93 0.97 0.96 0.93
Yield(%) N/A 0.0 4.0 4.5 4.6 4.2 5.4 N/A 4.4 1.5 9.5 0.5 3.9 5.3 6.2 1.7 3.3 1.7 1.5 2.3 1.8 1.9 2.4
Dividend Growth(%) N/A -100.0 118.0 92.2 31.4 N/A N/A N/A 118.2 -85.0 2257.1 -84.0 -42.4 8.6 278.4 -52.6 90.2 32.3 -26.2 13.5 1.4 2.8 N/A

Return Calculator for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX)

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EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) Historical Return Chart

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EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/04/2009 to 05/09/2024, the worst annualized return of 3-year rolling returns for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is -1.78%.
From 05/04/2009 to 05/09/2024, the worst annualized return of 5-year rolling returns for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 1.75%.
From 05/04/2009 to 05/09/2024, the worst annualized return of 10-year rolling returns for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is 5.08%.
From 05/04/2009 to 05/09/2024, the worst annualized return of 20-year rolling returns for EUROPACIFIC GROWTH FUND CLASS R-6 (RERGX) is NA.

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