- ISIN
- US2987068473
- CUSIP
- 298706847
- Issuer
- American Funds
- 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
REREX Performance Chart
American Funds EuroPacific Growth Fund Class R-4 (REREX) is up 12.5% since the beginning of the year. REREX is currently trading at $62 per share. Investors who bought $1,000 worth of REREX shares 5 years ago would now be looking at an investment worth $1,288.
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Returns By Period
American Funds EuroPacific Growth Fund Class R-4 (REREX) has returned 12.48% so far this year and 29.82% over the past 12 months. Over the last ten years, REREX has returned 9.29% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds EuroPacific Growth Fund Class R-4
- 1D
- 0.89%
- 1M
- 3.83%
- YTD
- 12.48%
- 6M
- 13.35%
- 1Y
- 29.82%
- 3Y*
- 14.78%
- 5Y*
- 5.20%
- 10Y*
- 9.29%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
REREX Monthly Returns History
Based on dividend-adjusted daily data since Jun 7, 2002, REREX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 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, REREX 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 | 5.50% | 2.03% | -9.81% | 8.35% | 5.81% | 1.05% | 12.48% | ||||||
| 2025 | 4.84% | 0.75% | -2.93% | 2.85% | 5.86% | 3.93% | -1.44% | 3.82% | 3.76% | 2.86% | -1.07% | 2.82% | 28.87% |
| 2024 | -0.13% | 3.75% | 3.60% | -2.72% | 3.41% | -2.85% | 1.15% | 3.07% | 1.01% | -4.07% | 0.51% | -3.69% | 2.59% |
| 2023 | 9.03% | -3.78% | 4.64% | 1.01% | -3.19% | 4.36% | 2.90% | -4.09% | -5.16% | -3.16% | 8.48% | 5.01% | 15.70% |
| 2022 | -7.40% | -4.35% | -1.00% | -7.55% | 1.23% | -8.89% | 4.98% | -4.62% | -9.53% | 4.93% | 12.21% | -3.48% | -23.04% |
| 2021 | -1.56% | 2.19% | -1.10% | 3.60% | 2.90% | 0.27% | -1.52% | 3.36% | -4.14% | 1.90% | -5.11% | 2.14% | 2.49% |
Benchmark Metrics
American Funds EuroPacific Growth Fund Class R-4 has an annualized alpha of 1.10%, beta of 0.81, and R2 of 0.71 versus S&P 500 Index. Calculated based on daily prices since June 07, 2002.
- This fund participated in 96.69% of S&P 500 Index downside but only 93.44% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.10%
- Beta
- 0.81
- R²
- 0.71
- Upside Capture
- 93.44%
- Downside Capture
- 96.69%
Expense Ratio
REREX has an expense ratio of 0.81%, placing it in the medium range.
Return for Risk
Risk / Return Rank
REREX ranks 42 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-4 (REREX) 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.
| REREX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.37 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.78 | -0.47 |
| Martin ratioReturn relative to average drawdown | 8.58 | 12.44 | -3.86 |
Dividends
Dividend History
American Funds EuroPacific Growth Fund Class R-4 provided a 16.62% dividend yield over the last twelve months, with an annual payout of $10.34 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 | $10.34 | $8.29 | $2.45 | $1.96 | $0.85 | $6.34 | $0.12 | $1.56 | $2.85 | $2.61 | $0.56 | $1.38 |
Dividend yield | 16.62% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.72 | $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 | $6.62 | $8.29 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.25 | $2.45 |
| 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 | $1.96 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.85 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.30 | $6.34 |
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-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 54.00%, occurring on Mar 9, 2009. Recovery took 1141 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -54.00%Mar 2009 | 1y 4mo | 4y 6mo | 5y 10moNov 2007 - Sep 2013 |
Bear market2022 | -37.54%Sep 2022 | 1y 19d | 2y 10mo | 3y 10moSep 2021 - Jul 2025 |
COVID crash2020 | -32.61%Mar 2020 | 2mo 2d | 4mo 8d | 6mo 10dJan 2020 - Jul 2020 |
2003 bear market2003 | -25.67%Mar 2003 | 9mo 5d | 6mo | 1y 3moJun 2002 - Sep 2003 |
Rate-hike selloffLate 2018 | -24.03%Dec 2018 | 10mo 29d | 1y 3d | 1y 11moJan 2018 - Dec 2019 |
Drawdown Indicators
| REREX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -56.78% | +2.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -9.10% | -3.44% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -18.90% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -25.43% | -12.11% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -33.92% | -3.62% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -10.71% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.03% | +1.34% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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