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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 R-3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has returned -5.58% so far this year and 18.43% over the past 12 months. Over the last ten years, RERCX has returned 7.29% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
American Funds EuroPacific Growth Fund® Class R-3
- 1D
- -0.16%
- 1M
- -12.24%
- YTD
- -5.58%
- 6M
- -1.28%
- 1Y
- 18.43%
- 3Y*
- 9.27%
- 5Y*
- 2.46%
- 10Y*
- 7.29%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since May 21, 2002, RERCX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +13.4%, while the worst month was Oct 2008 at -20.3%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, RERCX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -9.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.47% | 2.01% | -12.24% | -5.58% | |||||||||
| 2025 | 4.83% | 0.71% | -2.96% | 2.83% | 5.82% | 3.91% | -1.45% | 3.77% | 3.75% | 2.83% | -1.08% | 2.79% | 28.50% |
| 2024 | -0.15% | 3.73% | 3.58% | -2.73% | 3.37% | -2.88% | 1.12% | 3.04% | 1.00% | -4.12% | 0.52% | -3.74% | 2.28% |
| 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% |
Benchmark Metrics
American Funds EuroPacific Growth Fund® Class R-3 has an annualized alpha of 0.70%, beta of 0.81, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since May 22, 2002.
- This fund participated in 97.33% of S&P 500 Index downside but only 92.62% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.70%
- Beta
- 0.81
- R²
- 0.72
- Upside Capture
- 92.62%
- Downside Capture
- 97.33%
Expense Ratio
RERCX has a high expense ratio of 1.11%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
RERCX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and compare them to a chosen benchmark (S&P 500 Index).
| RERCX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.90 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.39 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.40 | -0.20 |
Martin ratioReturn relative to average drawdown | 4.63 | 6.61 | -1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore RERCX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
American Funds EuroPacific Growth Fund® Class R-3 provided a 14.77% dividend yield over the last twelve months, with an annual payout of $8.15 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $8.15 | $8.15 | $2.28 | $1.81 | $0.74 | $6.15 | $0.00 | $1.39 | $2.72 | $2.45 | $0.42 | $1.23 |
Dividend yield | 14.77% | 13.94% | 4.37% | 3.40% | 1.54% | 9.75% | 0.00% | 2.56% | 6.16% | 4.45% | 0.95% | 2.77% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.66 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.48 | $8.15 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.11 | $2.28 |
| 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 | $6.15 |
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 54.15%, occurring on Mar 9, 2009. Recovery took 1161 trading sessions.
The current American Funds EuroPacific Growth Fund® Class R-3 drawdown is 12.56%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.15% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1161 | Oct 16, 2013 | 1500 |
| -37.73% | Sep 8, 2021 | 266 | Sep 27, 2022 | 728 | Aug 22, 2025 | 994 |
| -32.66% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -28.22% | May 23, 2002 | 202 | Mar 12, 2003 | 145 | Oct 7, 2003 | 347 |
| -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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