American Funds EuroPacific Growth Fund Class A (AEPGX)
Fund Info
| ISIN | US2987061023 |
|---|---|
| CUSIP | 298706102 |
| Issuer | American Funds |
| Inception Date | Apr 16, 1984 |
| Region | Global (Broad) |
| Category | Foreign Large Cap Equities |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The American Funds EuroPacific Growth Fund Class A has a high expense ratio of 0.80%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds EuroPacific Growth Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds EuroPacific Growth Fund Class A had a return of 3.33% year-to-date (YTD) and 7.31% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class A had an annualized return of 4.47%, while the S&P 500 had an annualized return of 10.50%, indicating that American Funds EuroPacific Growth Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.33% | 5.90% |
| 1 month | -2.77% | -1.28% |
| 6 months | 13.31% | 15.51% |
| 1 year | 7.31% | 21.68% |
| 5 years (annualized) | 4.26% | 11.74% |
| 10 years (annualized) | 4.47% | 10.50% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.11% | 3.73% | 3.62% | |||||||||
| 2023 | -5.16% | -3.16% | 8.48% | 5.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
American Funds EuroPacific Growth Fund Class A(AEPGX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds EuroPacific Growth Fund Class A granted a 3.45% dividend yield in the last twelve months. The annual payout for that period amounted to $1.95 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.95 | $1.95 | $0.85 | $3.33 | $0.12 | $1.55 | $2.86 | $2.62 | $0.56 | $1.38 | $0.65 | $0.45 |
Dividend yield | 3.45% | 3.57% | 1.72% | 5.15% | 0.17% | 2.79% | 6.34% | 4.66% | 1.24% | 3.05% | 1.38% | 0.91% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds EuroPacific Growth Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.31 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.52 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 |
| 2013 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds EuroPacific Growth Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds EuroPacific Growth Fund Class A was 65.47%, occurring on Dec 11, 1987. Recovery took 509 trading sessions.
The current American Funds EuroPacific Growth Fund Class A drawdown is 16.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.47% | Sep 8, 1987 | 69 | Dec 11, 1987 | 509 | Nov 23, 1989 | 578 |
| -57.47% | Jul 5, 1990 | 62 | Sep 28, 1990 | 171 | May 27, 1991 | 233 |
| -54.53% | May 26, 1992 | 126 | Nov 17, 1992 | 103 | Apr 9, 1993 | 229 |
| -53.69% | May 28, 1991 | 60 | Aug 19, 1991 | 73 | Nov 28, 1991 | 133 |
| -52.78% | Feb 18, 1992 | 37 | Apr 8, 1992 | 33 | May 25, 1992 | 70 |
Volatility
Volatility Chart
The current American Funds EuroPacific Growth Fund Class A volatility is 2.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.