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
AEPGX features an expense ratio of 0.80%, falling within the medium range.
Share Price Chart
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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 5.60% year-to-date (YTD) and 7.23% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class A had an annualized return of 4.38%, while the S&P 500 had an annualized return of 10.58%, indicating that American Funds EuroPacific Growth Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.60% | 13.20% |
| 1 month | -1.89% | -1.28% |
| 6 months | 5.95% | 10.32% |
| 1 year | 7.23% | 18.23% |
| 5 years (annualized) | 4.32% | 12.31% |
| 10 years (annualized) | 4.38% | 10.58% |
Monthly Returns
The table below presents the monthly returns of AEPGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.11% | 3.73% | 3.62% | -2.72% | 3.40% | -0.90% | 5.60% | ||||||
| 2023 | 9.04% | -3.78% | 4.63% | 1.02% | -3.20% | 4.38% | 2.88% | -4.10% | -5.16% | -3.16% | 8.48% | 5.00% | 15.65% |
| 2022 | -7.41% | -4.35% | -0.99% | -7.55% | 1.20% | -8.89% | 5.00% | -4.63% | -9.56% | 4.93% | 12.23% | -3.49% | -23.06% |
| 2021 | -1.56% | 2.18% | -1.10% | 3.61% | 2.91% | -3.80% | -1.53% | 3.36% | -4.14% | 1.91% | -5.10% | 2.15% | -1.64% |
| 2020 | -3.05% | -6.21% | -14.78% | 9.02% | 6.57% | 5.57% | 5.71% | 5.49% | -1.75% | -0.98% | 13.42% | 6.72% | 24.80% |
| 2019 | 8.16% | 2.48% | 2.04% | 2.98% | -5.47% | 6.62% | -0.87% | -2.57% | 1.78% | 3.42% | 2.01% | 4.26% | 26.94% |
| 2018 | 6.10% | -4.09% | -0.80% | 0.25% | -0.77% | -2.37% | 2.09% | -2.40% | -0.58% | -9.22% | 1.41% | -5.16% | -15.20% |
| 2017 | 4.41% | 1.15% | 3.48% | 3.12% | 3.36% | 0.93% | 4.27% | 0.90% | 1.46% | 3.05% | -0.00% | 1.08% | 30.74% |
| 2016 | -6.08% | -2.93% | 7.06% | 1.31% | 0.36% | -2.04% | 5.53% | 1.27% | 1.19% | -2.12% | -2.59% | 0.43% | 0.66% |
| 2015 | 1.02% | 4.62% | 0.20% | 2.74% | 0.18% | -1.85% | 0.12% | -6.72% | -3.50% | 5.74% | -0.37% | -2.33% | -0.79% |
| 2014 | -4.08% | 5.72% | -0.78% | -0.20% | 2.15% | 0.91% | -2.07% | 0.68% | -2.94% | 0.33% | 2.03% | -3.98% | -2.63% |
| 2013 | 3.74% | -1.38% | 0.50% | 3.44% | -1.05% | -3.09% | 4.19% | -1.71% | 6.88% | 3.67% | 1.95% | 1.85% | 20.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AEPGX is 19, indicating that it is in the bottom 19% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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 5.55% dividend yield in the last twelve months. The annual payout for that period amounted to $3.13 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.13 | $1.95 | $0.85 | $3.33 | $0.12 | $1.55 | $2.86 | $2.62 | $0.56 | $1.38 | $0.65 | $0.45 |
Dividend yield | 5.55% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $0.00 | $1.34 | |||||
| 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 | $1.95 |
| 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 | $0.85 |
| 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 | $3.33 |
| 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 | $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 | $1.55 |
| 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 | $2.86 |
| 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 | $2.62 |
| 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 | $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 | $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 | $0.65 |
| 2013 | $0.45 | $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 52.42%, occurring on Nov 20, 2008. Recovery took 614 trading sessions.
The current American Funds EuroPacific Growth Fund Class A drawdown is 14.38%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.42% | Nov 1, 2007 | 266 | Nov 20, 2008 | 614 | May 2, 2011 | 880 |
| -48.58% | Mar 30, 2000 | 736 | Mar 12, 2003 | 602 | Aug 2, 2005 | 1338 |
| -38.5% | Feb 17, 2021 | 407 | Sep 27, 2022 | — | — | — |
| -32.62% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -32.45% | Oct 9, 1987 | 46 | Dec 11, 1987 | 466 | Sep 25, 1989 | 512 |
Volatility
Volatility Chart
The current American Funds EuroPacific Growth Fund Class A volatility is 3.74%, 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.