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FEUPX vs. RERGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FEUPX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with FEUPX at 12.33% and RERGX at 12.33%.


FEUPX

1D
0.55%
1M
6.77%
YTD
12.33%
6M
15.08%
1Y
29.41%
3Y*
16.37%
5Y*
5.37%
10Y*

RERGX

1D
0.55%
1M
6.76%
YTD
12.33%
6M
15.06%
1Y
29.41%
3Y*
16.36%
5Y*
5.37%
10Y*
9.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FEUPX vs. RERGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FEUPX
American Funds EuroPacific Growth Fund Class F-3
12.33%29.34%3.00%16.12%-22.78%2.86%25.24%27.42%-17.33%22.64%
RERGX
American Funds EuroPacific Growth Fund Class R-6
12.33%29.34%3.00%16.11%-22.77%2.84%25.27%27.40%-17.33%24.95%

Correlation

The correlation between FEUPX and RERGX is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

1.00

Correlation (3Y)
Calculated over the trailing 3-year period

1.00

Correlation (5Y)
Calculated over the trailing 5-year period

1.00

Correlation (All Time)
Calculated using the full available price history since Feb 2, 2017

1.00

The correlation between FEUPX and RERGX has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.

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Return for Risk

FEUPX vs. RERGX — Risk / Return Rank

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

FEUPX
FEUPX Risk / Return Rank: 4141
Overall Rank
FEUPX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
FEUPX Sortino Ratio Rank: 4141
Sortino Ratio Rank
FEUPX Omega Ratio Rank: 4242
Omega Ratio Rank
FEUPX Calmar Ratio Rank: 3838
Calmar Ratio Rank
FEUPX Martin Ratio Rank: 4141
Martin Ratio Rank

RERGX
RERGX Risk / Return Rank: 4040
Overall Rank
RERGX Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 4141
Sortino Ratio Rank
RERGX Omega Ratio Rank: 4242
Omega Ratio Rank
RERGX Calmar Ratio Rank: 3737
Calmar Ratio Rank
RERGX Martin Ratio Rank: 4040
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.

FEUPX vs. RERGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.


FEUPXRERGXDifference

Sharpe ratio

Return per unit of total volatility

1.89

1.89

0.00

Sortino ratio

Return per unit of downside risk

2.69

2.69

0.00

Omega ratio

Gain probability vs. loss probability

1.35

1.35

0.00

Calmar ratio

Return relative to maximum drawdown

2.32

2.32

0.00

Martin ratio

Return relative to average drawdown

8.73

8.74

-0.01

FEUPX vs. RERGX - Sharpe Ratio Comparison

The current FEUPX Sharpe Ratio is 1.89, which is comparable to the RERGX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of FEUPX and RERGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FEUPXRERGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.89

1.89

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.32

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.43

+0.10

Drawdowns

FEUPX vs. RERGX - Drawdown Comparison

The maximum FEUPX drawdown since its inception was -37.31%, roughly equal to the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for FEUPX and RERGX.


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Drawdown Indicators


FEUPXRERGXDifference

Max Drawdown

Largest peak-to-trough decline

-37.31%

-37.30%

-0.01%

Max Drawdown (1Y)

Largest decline over 1 year

-12.52%

-12.52%

0.00%

Max Drawdown (3Y)

Largest decline over 3 years

-15.62%

-15.62%

0.00%

Max Drawdown (5Y)

Largest decline over 5 years

-37.31%

-37.30%

-0.01%

Max Drawdown (10Y)

Largest decline over 10 years

-37.30%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-10.67%

-9.21%

-1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.32%

3.31%

+0.01%

Volatility

FEUPX vs. RERGX - Volatility Comparison

American Funds EuroPacific Growth Fund Class F-3 (FEUPX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 5.41% and 5.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FEUPXRERGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

5.40%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

12.93%

12.91%

+0.02%

Volatility (1Y)

Calculated over the trailing 1-year period

15.40%

15.38%

+0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.67%

16.67%

0.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.07%

16.93%

+0.14%

FEUPX vs. RERGX - Expense Ratio Comparison

Both FEUPX and RERGX have an expense ratio of 0.46%.


Dividends

FEUPX vs. RERGX - Dividend Comparison

FEUPX's dividend yield for the trailing twelve months is around 12.41%, which matches RERGX's 12.42% yield.


PositionTTM20252024202320222021202020192018201720162015
FEUPX
American Funds EuroPacific Growth Fund Class F-3
12.41%13.94%4.96%3.94%2.02%10.18%0.40%3.14%3.17%3.28%0.00%0.00%
RERGX
American Funds EuroPacific Growth Fund Class R-6
12.42%13.95%4.96%3.95%2.02%10.19%0.41%3.14%3.17%4.99%1.64%3.43%

Frequently Asked Questions


With a correlation of 1.00, FEUPX and RERGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FEUPX has higher volatility (5.41%) compared to RERGX (5.40%). In terms of maximum drawdown, FEUPX dropped -37.31% vs RERGX's -37.30%.

RERGX currently has the higher Sharpe Ratio (1.89 vs 1.89), 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.

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