American Funds EuroPacific Growth Fund Class R-4 (REREX)
Fund Info
US2987068473
298706847
$250
Large-Cap
Growth
Share Price Chart
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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-4, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds EuroPacific Growth Fund Class R-4 had a return of 3.80% year-to-date (YTD) and 8.59% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class R-4 had an annualized return of 2.66%, while the S&P 500 had an annualized return of 11.11%, indicating that American Funds EuroPacific Growth Fund Class R-4 did not perform as well as the benchmark.
REREX
3.80%
-3.97%
-5.44%
8.59%
1.82%
2.66%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of REREX, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.13% | 3.75% | 3.60% | -2.72% | 3.41% | -2.85% | 1.15% | 3.07% | 1.01% | -4.07% | 3.80% | ||
2023 | 9.03% | -3.78% | 4.64% | 1.01% | -3.19% | 4.36% | 2.90% | -4.09% | -5.16% | -3.16% | 8.48% | 2.91% | 13.38% |
2022 | -7.40% | -4.35% | -1.00% | -7.55% | 1.23% | -9.38% | 4.98% | -4.62% | -9.53% | 4.93% | 12.21% | -3.48% | -23.45% |
2021 | -1.56% | 2.19% | -1.10% | 3.60% | 2.90% | -3.88% | -1.52% | 3.36% | -4.14% | 1.90% | -5.11% | -1.67% | -5.42% |
2020 | -3.07% | -6.20% | -14.78% | 9.01% | 6.59% | 5.57% | 5.70% | 5.50% | -1.75% | -0.97% | 13.41% | 6.72% | 24.81% |
2019 | 8.16% | 2.49% | 2.04% | 2.97% | -5.47% | 6.62% | -0.87% | -2.57% | 1.80% | 3.42% | 2.01% | 2.42% | 24.73% |
2018 | 6.10% | -4.09% | -0.80% | 0.23% | -0.79% | -5.19% | 2.10% | -2.39% | -0.59% | -9.20% | 1.42% | -6.51% | -18.83% |
2017 | 4.38% | 1.15% | 3.49% | 3.12% | 3.37% | -0.95% | 4.26% | 0.92% | 1.47% | 3.03% | -0.02% | -1.02% | 25.60% |
2016 | -6.09% | -2.92% | 7.07% | 1.29% | 0.34% | -2.02% | 5.52% | 1.27% | 1.19% | -2.14% | -2.58% | 0.46% | 0.68% |
2015 | 1.02% | 4.62% | 0.20% | 2.76% | 0.16% | -1.84% | 0.12% | -6.72% | -3.50% | 5.74% | -0.36% | -3.61% | -2.09% |
2014 | -4.07% | 5.71% | -0.78% | -0.23% | 2.15% | 0.91% | -2.07% | 0.68% | -2.93% | 0.34% | 2.03% | -3.98% | -2.64% |
2013 | 3.76% | -1.38% | 0.51% | 3.43% | -1.05% | -3.10% | 4.19% | -1.70% | 6.86% | 3.67% | 1.94% | 1.86% | 20.18% |
Expense Ratio
REREX features an expense ratio of 0.81%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of REREX is 8, indicating that it is in the bottom 8% 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds EuroPacific Growth Fund Class R-4 provided a 1.71% dividend yield over the last twelve months, with an annual payout of $0.95 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.95 | $0.90 | $0.59 | $0.93 | $0.12 | $0.58 | $0.60 | $0.48 | $0.57 | $0.79 | $0.64 | $0.46 |
Dividend yield | 1.71% | 1.69% | 1.22% | 1.47% | 0.17% | 1.07% | 1.37% | 0.87% | 1.28% | 1.78% | 1.39% | 0.95% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds EuroPacific Growth Fund Class R-4. 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.90 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.59 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.93 |
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 | $0.55 | $0.58 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.48 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.79 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.64 |
2013 | $0.46 | $0.46 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds EuroPacific Growth Fund Class R-4. 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-4 was 52.44%, occurring on Nov 20, 2008. Recovery took 614 trading sessions.
The current American Funds EuroPacific Growth Fund Class R-4 drawdown is 21.07%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-52.44% | Nov 1, 2007 | 266 | Nov 20, 2008 | 614 | May 2, 2011 | 880 |
-41.18% | Feb 17, 2021 | 407 | Sep 27, 2022 | — | — | — |
-35.32% | Jan 29, 2018 | 541 | Mar 23, 2020 | 109 | Aug 26, 2020 | 650 |
-26.54% | Jun 3, 2002 | 195 | Mar 12, 2003 | 129 | Sep 16, 2003 | 324 |
-26.24% | May 3, 2011 | 107 | Oct 3, 2011 | 393 | Apr 30, 2013 | 500 |
Volatility
Volatility Chart
The current American Funds EuroPacific Growth Fund Class R-4 volatility is 3.34%, 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.