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American Funds EuroPacific Growth Fund Class A (AE...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS2987061023
CUSIP298706102
IssuerAmerican Funds
Inception DateApr 16, 1984
RegionGlobal (Broad)
CategoryForeign Large Cap Equities
Min. Investment$250
Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

AEPGX features an expense ratio of 0.80%, falling within the medium range.


Expense ratio chart for AEPGX: current value at 0.80% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.80%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: AEPGX vs. ABALX, AEPGX vs. BRGNX, AEPGX vs. RJF, AEPGX vs. AMRMX, AEPGX vs. SPY, AEPGX vs. SCHD, AEPGX vs. VIGAX, AEPGX vs. IXUS, AEPGX vs. SPLG, AEPGX vs. VTSAX

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.


-5.00%0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
2.25%
11.72%
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)

Returns By Period

American Funds EuroPacific Growth Fund Class A had a return of 8.48% year-to-date (YTD) and 19.63% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class A had an annualized return of 5.07%, while the S&P 500 had an annualized return of 11.05%, indicating that American Funds EuroPacific Growth Fund Class A did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date8.48%20.10%
1 month-3.04%0.34%
6 months2.25%11.72%
1 year19.63%32.68%
5 years (annualized)4.54%13.33%
10 years (annualized)5.07%11.05%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-0.11%3.73%3.62%-2.72%3.40%-0.90%1.15%3.06%1.02%-4.08%8.48%
20239.04%-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%
20198.16%2.48%2.04%2.98%-5.47%6.62%-0.87%-2.57%1.78%3.42%2.01%4.26%26.94%
20186.10%-4.09%-0.80%0.25%-0.77%-2.37%2.09%-2.40%-0.58%-9.22%1.41%-5.16%-15.20%
20174.41%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%
20151.02%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%
20133.74%-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 22, indicating that it is in the bottom 22% 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.


The Risk-Adjusted Performance Rank of AEPGX is 2222
Combined Rank
The Sharpe Ratio Rank of AEPGX is 2121Sharpe Ratio Rank
The Sortino Ratio Rank of AEPGX is 2222Sortino Ratio Rank
The Omega Ratio Rank of AEPGX is 2323Omega Ratio Rank
The Calmar Ratio Rank of AEPGX is 2020Calmar Ratio Rank
The Martin Ratio Rank of AEPGX is 2727Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


AEPGX
Sharpe ratio
The chart of Sharpe ratio for AEPGX, currently valued at 1.74, compared to the broader market0.002.004.001.74
Sortino ratio
The chart of Sortino ratio for AEPGX, currently valued at 2.49, compared to the broader market0.005.0010.002.49
Omega ratio
The chart of Omega ratio for AEPGX, currently valued at 1.32, compared to the broader market1.002.003.004.001.32
Calmar ratio
The chart of Calmar ratio for AEPGX, currently valued at 0.84, compared to the broader market0.005.0010.0015.0020.000.84
Martin ratio
The chart of Martin ratio for AEPGX, currently valued at 9.31, compared to the broader market0.0020.0040.0060.0080.009.31
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.88, compared to the broader market0.002.004.002.88
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.82, compared to the broader market0.005.0010.003.82
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.54, compared to the broader market1.002.003.004.001.54
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.52, compared to the broader market0.005.0010.0015.0020.003.52
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 18.62, compared to the broader market0.0020.0040.0060.0080.0018.62

Sharpe Ratio

The current American Funds EuroPacific Growth Fund Class A Sharpe ratio is 1.74. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds EuroPacific Growth Fund Class A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.74
2.88
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds EuroPacific Growth Fund Class A provided a 5.41% dividend yield over the last twelve months, with an annual payout of $3.13 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
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

5.41%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$1.34$0.00$0.00$0.00$0.00$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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-12.05%
-2.32%
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)

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 12.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.42%Nov 1, 2007266Nov 20, 2008614May 2, 2011880
-48.58%Mar 30, 2000736Mar 12, 2003602Aug 2, 20051338
-38.5%Feb 17, 2021407Sep 27, 2022
-32.62%Jan 21, 202044Mar 23, 202089Jul 29, 2020133
-32.45%Oct 9, 198746Dec 11, 1987466Sep 25, 1989512

Volatility

Volatility Chart

The current American Funds EuroPacific Growth Fund Class A volatility is 2.87%, 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.


2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
2.87%
3.23%
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)