American Funds EuroPacific Growth Fund® Class R-3 (RERCX)
The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.
Fund Info
US2987068549
298706854
Apr 16, 1984
$250
Large-Cap
Growth
Expense Ratio
RERCX has a high expense ratio of 1.11%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) returned 11.73% year-to-date (YTD) and 8.61% over the past 12 months. Over the past 10 years, RERCX returned 5.26% annually, underperforming the S&P 500 benchmark at 10.84%.
RERCX
11.73%
6.25%
8.62%
8.61%
8.08%
7.85%
5.26%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of RERCX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.83% | 0.71% | -2.96% | 2.83% | 6.06% | 11.73% | |||||||
| 2024 | -0.15% | 3.73% | 3.58% | -2.73% | 3.37% | -0.92% | 1.12% | 3.04% | 1.00% | -4.12% | 0.52% | -3.74% | 4.34% |
| 2023 | 9.01% | -3.81% | 4.62% | 0.99% | -3.21% | 4.34% | 2.87% | -4.12% | -5.18% | -3.19% | 8.46% | 4.98% | 15.34% |
| 2022 | -7.43% | -4.38% | -1.02% | -7.57% | 1.17% | -8.90% | 4.97% | -4.65% | -9.57% | 4.90% | 12.20% | -3.50% | -23.27% |
| 2021 | -1.59% | 2.18% | -1.15% | 3.58% | 2.88% | 0.24% | -1.54% | 3.33% | -4.16% | 1.87% | -5.13% | 2.13% | 2.19% |
| 2020 | -3.10% | -6.22% | -14.80% | 8.99% | 6.55% | 5.54% | 5.69% | 5.46% | -1.77% | -0.99% | 13.37% | 6.69% | 24.43% |
| 2019 | 8.14% | 2.47% | 2.01% | 2.95% | -5.49% | 6.60% | -0.89% | -2.60% | 1.76% | 3.39% | 2.00% | 4.24% | 26.60% |
| 2018 | 6.06% | -4.11% | -0.84% | 0.23% | -0.81% | -2.40% | 2.06% | -2.43% | -0.61% | -9.22% | 1.38% | -5.19% | -15.48% |
| 2017 | 4.36% | 1.13% | 3.47% | 3.10% | 3.33% | 0.89% | 4.24% | 0.89% | 1.44% | 3.02% | -0.04% | 1.07% | 30.33% |
| 2016 | -6.11% | -2.94% | 7.03% | 1.29% | 0.32% | -2.04% | 5.51% | 1.23% | 1.15% | -2.14% | -2.61% | 0.43% | 0.38% |
| 2015 | 0.97% | 4.60% | 0.18% | 2.72% | 0.14% | -1.85% | 0.08% | -6.74% | -3.54% | 5.71% | -0.38% | -2.36% | -1.09% |
| 2014 | -4.07% | 5.67% | -0.80% | -0.25% | 2.13% | 0.89% | -2.09% | 0.66% | -2.96% | 0.29% | 2.01% | -4.00% | -2.90% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RERCX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
American Funds EuroPacific Growth Fund® Class R-3 provided a 5.86% dividend yield over the last twelve months, with an annual payout of $3.42 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.42 | $3.42 | $1.81 | $0.74 | $6.16 | $0.00 | $1.40 | $2.72 | $2.45 | $0.42 | $1.23 | $0.49 |
Dividend yield | 5.86% | 6.55% | 3.40% | 1.55% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% | 1.06% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds EuroPacific Growth Fund® Class R-3. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.30 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $3.42 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.69 | $1.81 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.14 | $6.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.40 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $2.72 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $2.45 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.23 | $1.23 |
| 2014 | $0.49 | $0.49 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds EuroPacific Growth Fund® Class R-3. 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 R-3 was 53.56%, occurring on Mar 9, 2009. Recovery took 1140 trading sessions.
The current American Funds EuroPacific Growth Fund® Class R-3 drawdown is 4.60%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.56% | Nov 1, 2007 | 338 | Mar 9, 2009 | 1140 | Sep 18, 2013 | 1478 |
| -37.73% | Sep 8, 2021 | 266 | Sep 27, 2022 | — | — | — |
| -32.66% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -26.38% | Jun 3, 2002 | 195 | Mar 12, 2003 | 129 | Sep 16, 2003 | 324 |
| -24.25% | Jan 29, 2018 | 229 | Dec 24, 2018 | 257 | Jan 2, 2020 | 486 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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