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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 has a high expense ratio of 0.80%, indicating higher-than-average management fees.


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.


American Funds EuroPacific Growth Fund Class A

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

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.


2,500.00%3,000.00%3,500.00%4,000.00%December2024FebruaryMarchAprilMay
3,945.65%
3,056.61%
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds EuroPacific Growth Fund Class A had a return of 9.87% year-to-date (YTD) and 13.67% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class A had an annualized return of 4.87%, while the S&P 500 had an annualized return of 10.87%, indicating that American Funds EuroPacific Growth Fund Class A did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date9.87%11.56%
1 month7.23%7.13%
6 months15.62%17.26%
1 year13.67%26.92%
5 years (annualized)6.68%13.56%
10 years (annualized)4.87%10.87%

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%9.87%
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%0.44%0.66%
20151.02%4.62%0.20%2.75%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 28, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AEPGX is 2828
AEPGX (American Funds EuroPacific Growth Fund Class A)
The Sharpe Ratio Rank of AEPGX is 2727Sharpe Ratio Rank
The Sortino Ratio Rank of AEPGX is 2929Sortino Ratio Rank
The Omega Ratio Rank of AEPGX is 2727Omega Ratio Rank
The Calmar Ratio Rank of AEPGX is 2727Calmar Ratio Rank
The Martin Ratio Rank of AEPGX is 2929Martin 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 1.06, compared to the broader market-1.000.001.002.003.004.001.06
Sortino ratio
The chart of Sortino ratio for AEPGX, currently valued at 1.66, compared to the broader market-2.000.002.004.006.008.0010.0012.001.66
Omega ratio
The chart of Omega ratio for AEPGX, currently valued at 1.20, compared to the broader market1.002.003.001.20
Calmar ratio
The chart of Calmar ratio for AEPGX, currently valued at 0.48, compared to the broader market0.002.004.006.008.0010.0012.000.48
Martin ratio
The chart of Martin ratio for AEPGX, currently valued at 3.01, compared to the broader market0.0020.0040.0060.0080.003.01
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-2.000.002.004.006.008.0010.0012.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market1.002.003.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.008.0010.0012.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market0.0020.0040.0060.0080.008.93

Sharpe Ratio

The current American Funds EuroPacific Growth Fund Class A Sharpe ratio is 1.06. 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 Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.06
2.34
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds EuroPacific Growth Fund Class A granted a 3.25% dividend yield in the last twelve months. The annual payout for that period amounted to $1.95 per share.


PeriodTTM20232022202120202019201820172016201520142013
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

3.25%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$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$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.


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-10.92%
0
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 65.47%, occurring on Dec 11, 1987. Recovery took 509 trading sessions.

The current American Funds EuroPacific Growth Fund Class A drawdown is 10.92%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-65.47%Sep 8, 198769Dec 11, 1987509Nov 23, 1989578
-57.47%Jul 5, 199062Sep 28, 1990171May 27, 1991233
-54.53%May 26, 1992126Nov 17, 1992103Apr 9, 1993229
-53.69%May 28, 199160Aug 19, 199173Nov 28, 1991133
-52.78%Feb 18, 199237Apr 8, 199233May 25, 199270

Volatility

Volatility Chart

The current American Funds EuroPacific Growth Fund Class A volatility is 3.02%, 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%December2024FebruaryMarchAprilMay
3.02%
3.10%
AEPGX (American Funds EuroPacific Growth Fund Class A)
Benchmark (^GSPC)