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

Fund Info

ISIN
US2987068218
CUSIP
298706821
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

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.


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S&P 500 Index

Returns By Period

American Funds EuroPacific Growth Fund Class R-6 (RERGX) has returned -5.45% so far this year and 19.17% over the past 12 months. Over the last ten years, RERGX has returned 7.68% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


American Funds EuroPacific Growth Fund Class R-6

1D
-0.16%
1M
-12.20%
YTD
-5.45%
6M
-0.97%
1Y
19.17%
3Y*
10.00%
5Y*
3.13%
10Y*
7.68%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 4, 2010, RERGX's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, your investment would double in approximately 9.5 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 Mar 2020 at -14.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 5 months.

On a daily basis, RERGX closed higher 53% of trading days. The best single day was Mar 13, 2020 with a return of +6.6%, while the worst single day was Mar 16, 2020 at -9.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.51%2.07%-12.20%-5.45%
20254.88%0.76%-2.89%2.87%5.89%3.95%-1.40%3.84%3.80%2.88%-1.02%2.85%29.34%
2024-0.09%3.77%3.63%-2.69%3.43%-2.78%1.19%3.09%1.05%-4.06%0.57%-3.68%3.00%
20239.08%-3.76%4.66%1.06%-3.18%4.42%2.92%-4.06%-5.13%-3.13%8.52%5.05%16.11%
2022-7.37%-4.32%-0.98%-7.52%1.24%-8.86%5.02%-4.58%-9.52%4.94%12.27%-3.46%-22.77%
2021-1.54%2.23%-1.08%3.62%2.94%0.31%-1.50%3.39%-4.11%1.94%-5.08%2.17%2.84%

Benchmark Metrics

American Funds EuroPacific Growth Fund Class R-6 has an annualized alpha of -2.56%, beta of 0.83, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since January 05, 2010.

  • This fund participated in 103.41% of S&P 500 Index downside but only 81.78% of its upside — more exposed to losses than it benefited from rallies.
  • This fund had an annualized alpha of -2.56% versus S&P 500 Index — delivering less than market exposure alone would predict.

Alpha
-2.56%
Beta
0.83
0.71
Upside Capture
81.78%
Downside Capture
103.41%

Expense Ratio

RERGX has an expense ratio of 0.46%, placing it in the medium range.


Return for Risk

Risk / Return Rank

RERGX ranks 53 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.


RERGX Risk / Return Rank: 5353
Overall Rank
RERGX Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 5555
Sortino Ratio Rank
RERGX Omega Ratio Rank: 5252
Omega Ratio Rank
RERGX Calmar Ratio Rank: 5151
Calmar Ratio Rank
RERGX Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and compare them to a chosen benchmark (S&P 500 Index).


RERGXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.10

0.90

+0.21

Sortino ratio

Return per unit of downside risk

1.52

1.39

+0.13

Omega ratio

Gain probability vs. loss probability

1.22

1.21

0.00

Calmar ratio

Return relative to maximum drawdown

1.27

1.40

-0.13

Martin ratio

Return relative to average drawdown

4.87

6.61

-1.73

Explore RERGX 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-6 provided a 14.76% dividend yield over the last twelve months, with an annual payout of $8.45 per share. The fund has been increasing its distributions for 3 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$8.45$8.45$2.67$2.16$0.99$6.59$0.28$1.75$1.43$2.80$0.74$1.56

Dividend yield

14.76%13.95%4.96%3.95%2.02%10.19%0.41%3.14%3.17%4.99%1.64%3.43%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$6.79$8.45
2024$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.00$0.00$0.00$2.41$2.67
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$2.16
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$0.99
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$6.59

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-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. Recovery took 697 trading sessions.

The current American Funds EuroPacific Growth Fund Class R-6 drawdown is 12.52%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.3%Sep 8, 2021266Sep 27, 2022697Jul 10, 2025963
-32.67%Jan 29, 2018541Mar 23, 202089Jul 29, 2020630
-26.15%May 3, 2011107Oct 3, 2011393Apr 29, 2013500
-22.53%May 22, 2015183Feb 11, 2016301Apr 24, 2017484
-16.83%Apr 15, 201030May 26, 201089Oct 1, 2010119

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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