- ISIN
- US2987068549
- CUSIP
- 298706854
- Issuer
- American Funds
- Inception Date
- Apr 16, 1984
- Category
- Foreign Large Cap Equities
- Min. Investment
- $250
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
RERCX Performance Chart
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) is up 9.2% since the beginning of the year. RERCX is currently trading at $60 per share. Investors who bought $1,000 worth of RERCX shares 5 years ago would now be looking at an investment worth $1,241.
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Returns By Period
American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has returned 9.19% so far this year and 23.86% over the past 12 months. Over the last ten years, RERCX has returned 8.25% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
American Funds EuroPacific Growth Fund® Class R-3
- 1D
- 3.16%
- 1M
- -0.82%
- 6M
- 3.52%
- YTD
- 9.19%
- 1Y
- 23.86%
- 3Y*
- 12.87%
- 5Y*
- 4.42%
- 10Y*
- 8.25%
- ALL TIME*
- 7.25%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
RERCX Monthly Returns History
Based on dividend-adjusted daily data since May 21, 2002, RERCX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 59% of months were positive and 41% 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% | -9.84% | 8.34% | 5.78% | -0.09% | -1.70% | 9.19% | |||||
| 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 0.78%, beta of 0.81, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since May 21, 2002.
- This fund participated in 97.10% of S&P 500 Index downside but only 92.53% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.78%
- Beta
- 0.81
- R²
- 0.71
- Upside Capture
- 92.53%
- Downside Capture
- 97.10%
Expense Ratio
RERCX has a high expense ratio of 1.11%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
RERCX ranks 39 for risk / return — above 39% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RERCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.15 | ||
| Sortino ratioReturn per unit of downside risk | -0.14 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.00 | -0.25 |
| Martin ratioReturn relative to average drawdown | 6.20 | 8.49 | -2.30 |
Dividends
Dividend History
American Funds EuroPacific Growth Fund® Class R-3 provided a 16.97% dividend yield over the last twelve months, with an annual payout of $10.20 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 | $10.20 | $8.15 | $2.28 | $1.81 | $0.74 | $6.15 | $0.00 | $1.39 | $2.72 | $2.45 | $0.42 | $1.23 |
Dividend yield | 16.97% | 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 | $0.00 | $3.72 | $0.00 | $3.72 | |||||
| 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 3.58%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-54.15%Mar 2009 | 1y 4mo | 4y 7mo | 5y 11moNov 2007 - Oct 2013 | Financial crisis2007–2009 |
-37.73%Sep 2022 | 1y 19d | 2y 11mo | 3y 11moSep 2021 - Aug 2025 | Bear market2022 |
-32.66%Mar 2020 | 2mo 2d | 4mo 8d | 6mo 10dJan 2020 - Jul 2020 | COVID crash2020 |
-28.22%Mar 2003 | 9mo 23d | 6mo 29d | 1y 4moMay 2002 - Oct 2003 | — |
-24.25%Dec 2018 | 10mo 29d | 1y 9d | 1y 11moJan 2018 - Jan 2020 | Rate-hike selloffLate 2018 |
Drawdown Indicators
| RERCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.15% | -56.78% | +2.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.56% | -9.10% | -3.46% |
Max Drawdown (3Y)Largest decline over 3 years | -15.88% | -18.90% | +3.02% |
Max Drawdown (5Y)Largest decline over 5 years | -37.73% | -25.43% | -12.30% |
Max Drawdown (10Y)Largest decline over 10 years | -37.73% | -33.92% | -3.81% |
Current DrawdownCurrent decline from peak | -3.58% | -1.58% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -11.45% | -10.70% | -0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.14% | +1.41% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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