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American Funds EuroPacific Growth Fund Class R-6 (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS2987068218
CUSIP298706821
IssuerAmerican Funds
CategoryForeign Large Cap Equities, Large Cap Growth Equities
Min. Investment$250
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The American Funds EuroPacific Growth Fund Class R-6 has a high expense ratio of 0.46%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.46%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with RERGX

American Funds EuroPacific Growth Fund Class R-6

Popular comparisons: RERGX vs. FSPSX, RERGX vs. FTIHX, RERGX vs. VTRIX, RERGX vs. VEA, RERGX vs. VTMNX, RERGX vs. MGIAX, RERGX vs. FSGGX, RERGX vs. FOCSX, RERGX vs. DFCEX, RERGX vs. DODFX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds EuroPacific Growth Fund Class R-6, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


150.00%200.00%250.00%300.00%350.00%400.00%450.00%500.00%OctoberNovemberDecember2024FebruaryMarch
225.15%
498.77%
RERGX (American Funds EuroPacific Growth Fund Class R-6)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds EuroPacific Growth Fund Class R-6 had a return of 7.44% year-to-date (YTD) and 15.49% in the last 12 months. Over the past 10 years, American Funds EuroPacific Growth Fund Class R-6 had an annualized return of 5.59%, while the S&P 500 had an annualized return of 10.89%, indicating that American Funds EuroPacific Growth Fund Class R-6 did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.44%10.16%
1 month3.14%3.47%
6 months18.66%22.20%
1 year15.49%30.45%
5 years (annualized)6.92%13.16%
10 years (annualized)5.59%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.09%3.77%
2023-4.06%-5.13%-3.13%8.52%5.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
RERGX
American Funds EuroPacific Growth Fund Class R-6
1.27
^GSPC
S&P 500
2.79

Sharpe Ratio

The current American Funds EuroPacific Growth Fund Class R-6 Sharpe ratio is 1.27. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.27
2.79
RERGX (American Funds EuroPacific Growth Fund Class R-6)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds EuroPacific Growth Fund Class R-6 granted a 3.67% dividend yield in the last twelve months. The annual payout for that period amounted to $2.16 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.16$2.16$0.99$6.59$0.28$1.75$3.04$2.80$0.73$1.55$0.82$0.61

Dividend yield

3.67%3.95%2.02%10.19%0.41%3.14%6.77%4.98%1.63%3.42%1.74%1.25%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds EuroPacific Growth Fund Class R-6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$1.95
2022$0.00$0.00$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.72
2021$0.00$0.00$0.00$0.00$0.00$3.11$0.00$0.00$0.00$0.00$0.00$3.49
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.28
2019$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$1.67
2018$0.00$0.00$0.00$0.00$0.00$1.67$0.00$0.00$0.00$0.00$0.00$1.37
2017$0.00$0.00$0.00$0.00$0.00$1.13$0.00$0.00$0.00$0.00$0.00$1.67
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.73
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.55
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82
2013$0.61

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-10.75%
0
RERGX (American Funds EuroPacific Growth Fund Class R-6)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds EuroPacific Growth Fund Class R-6. 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-6 was 37.30%, occurring on Sep 27, 2022. The portfolio has not yet recovered.

The current American Funds EuroPacific Growth Fund Class R-6 drawdown is 10.75%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.3%Sep 8, 2021266Sep 27, 2022
-32.57%Jan 21, 202044Mar 23, 202087Jul 27, 2020131
-26.15%May 3, 2011107Oct 3, 2011392Apr 29, 2013499
-23.79%Jan 29, 2018229Dec 24, 2018247Dec 17, 2019476
-22.54%May 22, 2015183Feb 11, 2016301Apr 24, 2017484

Volatility

Volatility Chart

The current American Funds EuroPacific Growth Fund Class R-6 volatility is 2.77%, 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.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
2.77%
2.80%
RERGX (American Funds EuroPacific Growth Fund Class R-6)
Benchmark (^GSPC)