AEPGX vs. RJF

Last updated Jun 3, 2026

AEPGX (American Funds EuroPacific Growth Fund Class A) is Foreign Large Cap Equities fund managed by American Funds, while RJF (Raymond James Financial, Inc.) is a stock. Over the past 10 years, AEPGX returned 8.62%/yr vs 16.51%/yr for RJF. At a 0.46 correlation, their price movements are largely independent.

Performance

AEPGX vs. RJF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class A (AEPGX) and Raymond James Financial, Inc. (RJF). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AEPGX achieves a 11.58% return, which is significantly higher than RJF's -7.97% return. Over the past 10 years, AEPGX has underperformed RJF with an annualized return of 8.62%, while RJF has yielded a comparatively higher 16.51% annualized return.

AEPGX

• 1D: 0.25%
• 1M: 6.35%
• YTD: 11.58%
• 6M: 15.16%
• 1Y: 27.75%
• 3Y*: 15.74%
• 5Y*: 3.85%
• 10Y*: 8.62%

RJF

• 1D: 0.64%
• 1M: -6.05%
• YTD: -7.97%
• 6M: -5.04%
• 1Y: 2.26%
• 3Y*: 17.54%
• 5Y*: 12.20%
• 10Y*: 16.51%

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

AEPGX vs. RJF - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AEPGX American Funds EuroPacific Growth Fund Class A	11.58%	28.88%	2.63%	15.65%	-23.06%	-1.64%	24.80%	26.94%	-15.21%	30.74%
RJF Raymond James Financial, Inc.	-7.97%	4.74%	40.83%	6.12%	8.32%	59.48%	8.70%	22.80%	-15.65%	29.99%

Correlation

The correlation between AEPGX and RJF is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.41
Correlation (5Y) Calculated over the trailing 5-year period	0.50
Correlation (10Y) Calculated over the trailing 10-year period	0.51
Correlation (All Time) Calculated using the full available price history since Jan 3, 1990	0.46

The correlation between AEPGX and RJF shifts across timeframes, from 0.34 (1 year) to 0.51 (10 years), reflecting how their relationship changes across market environments.

Return for Risk

AEPGX vs. RJF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AEPGX

AEPGX Risk / Return Rank: 40
AEPGX Sharpe Ratio Rank: 41
AEPGX Sortino Ratio Rank: 41
AEPGX Omega Ratio Rank: 42
AEPGX Calmar Ratio Rank: 35
AEPGX Martin Ratio Rank: 39

RJF

RJF Risk / Return Rank: 40
RJF Sharpe Ratio Rank: 44
RJF Sortino Ratio Rank: 36
RJF Omega Ratio Rank: 36
RJF Calmar Ratio Rank: 41
RJF Martin Ratio Rank: 41

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.

AEPGX vs. RJF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class A (AEPGX) and Raymond James Financial, Inc. (RJF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	AEPGX	RJF	Difference
Sharpe ratio Return per unit of total volatility	1.88	0.09	+1.79
Sortino ratio Return per unit of downside risk	2.68	0.28	+2.40
Omega ratio Gain probability vs. loss probability	1.35	1.04	+0.31
Calmar ratio Return relative to maximum drawdown	2.27	0.06	+2.21
Martin ratio Return relative to average drawdown	8.57	0.13	+8.44
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AEPGX vs. RJF - Sharpe Ratio Comparison

The current AEPGX Sharpe Ratio is 1.88, which is higher than the RJF Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of AEPGX and RJF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AEPGX	RJF	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.88	0.09	+1.79
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.23	0.44	-0.21
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.51	0.54	-0.02
Sharpe Ratio (All Time) Calculated using the full available price history	0.52	0.50	+0.02

Drawdowns

AEPGX vs. RJF - Drawdown Comparison

The maximum AEPGX drawdown since its inception was -53.98%, smaller than the maximum RJF drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for AEPGX and RJF.

Drawdown Indicators

	AEPGX	RJF	Difference
Max Drawdown Largest peak-to-trough decline	-53.98%	-69.68%	+15.70%
Max Drawdown (1Y) Largest decline over 1 year	-12.56%	-19.64%	+7.08%
Max Drawdown (3Y) Largest decline over 3 years	-15.75%	-28.12%	+12.37%
Max Drawdown (5Y) Largest decline over 5 years	-38.22%	-32.11%	-6.11%
Max Drawdown (10Y) Largest decline over 10 years	-38.50%	-45.59%	+7.09%
Current Drawdown Current decline from peak	0.00%	-15.99%	+15.99%
Average Drawdown Average peak-to-trough decline	-11.48%	-14.63%	+3.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.33%	9.01%	-5.68%

Volatility

AEPGX vs. RJF - Volatility Comparison

The current volatility for American Funds EuroPacific Growth Fund Class A (AEPGX) is 5.43%, while Raymond James Financial, Inc. (RJF) has a volatility of 8.02%. This indicates that AEPGX experiences smaller price fluctuations and is considered to be less risky than RJF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AEPGX	RJF	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.43%	8.02%	-2.59%
Volatility (6M) Calculated over the trailing 6-month period	12.92%	19.43%	-6.51%
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	24.52%	-9.11%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.74%	28.03%	-11.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.95%	30.96%	-14.01%

Dividends

AEPGX vs. RJF - Dividend Comparison

AEPGX's dividend yield for the trailing twelve months is around 12.27%, more than RJF's 1.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AEPGX American Funds EuroPacific Growth Fund Class A	12.27%	13.69%	4.56%	3.57%	1.72%	5.15%	0.17%	2.79%	6.33%	4.66%	1.24%	3.05%
RJF Raymond James Financial, Inc.	1.42%	1.25%	0.87%	1.53%	1.67%	1.04%	1.16%	1.93%	1.48%	0.74%	1.18%	1.28%

Frequently Asked Questions

Can I hold both AEPGX and RJF in my portfolio?

AEPGX and RJF have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AEPGX or RJF?

RJF has higher volatility (8.02%) compared to AEPGX (5.43%). In terms of maximum drawdown, AEPGX dropped -53.98% vs RJF's -69.68%.

Which has better risk-adjusted returns?

AEPGX currently has the higher Sharpe Ratio (1.88 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.