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RERCX vs. RERGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between RERCX and RERGX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.01.0

Performance

RERCX vs. RERGX - Performance Comparison

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

-6.00%-4.00%-2.00%0.00%2.00%4.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
-5.78%
-5.89%
RERCX
RERGX

Key characteristics

Sharpe Ratio

RERCX:

0.07

RERGX:

0.24

Sortino Ratio

RERCX:

0.18

RERGX:

0.40

Omega Ratio

RERCX:

1.02

RERGX:

1.05

Calmar Ratio

RERCX:

0.04

RERGX:

0.16

Martin Ratio

RERCX:

0.28

RERGX:

1.03

Ulcer Index

RERCX:

3.43%

RERGX:

3.12%

Daily Std Dev

RERCX:

13.56%

RERGX:

13.55%

Max Drawdown

RERCX:

-52.70%

RERGX:

-37.30%

Current Drawdown

RERCX:

-25.62%

RERGX:

-16.22%

Returns By Period

In the year-to-date period, RERCX achieves a -1.31% return, which is significantly lower than RERGX's 0.86% return. Over the past 10 years, RERCX has underperformed RERGX with an annualized return of 2.04%, while RERGX has yielded a comparatively higher 4.18% annualized return.


RERCX

YTD

-1.31%

1M

-5.06%

6M

-5.78%

1Y

-0.17%

5Y*

0.12%

10Y*

2.04%

RERGX

YTD

0.86%

1M

-5.42%

6M

-5.89%

1Y

2.06%

5Y*

3.26%

10Y*

4.18%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


RERCX vs. RERGX - Expense Ratio Comparison

RERCX has a 1.11% expense ratio, which is higher than RERGX's 0.46% expense ratio.


RERCX
American Funds EuroPacific Growth Fund® Class R-3
Expense ratio chart for RERCX: current value at 1.11% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.11%
Expense ratio chart for RERGX: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%

Risk-Adjusted Performance

RERCX vs. RERGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) 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.


Sharpe ratio
The chart of Sharpe ratio for RERCX, currently valued at 0.07, compared to the broader market-1.000.001.002.003.004.000.070.24
The chart of Sortino ratio for RERCX, currently valued at 0.18, compared to the broader market-2.000.002.004.006.008.0010.000.180.40
The chart of Omega ratio for RERCX, currently valued at 1.02, compared to the broader market0.501.001.502.002.503.003.501.021.05
The chart of Calmar ratio for RERCX, currently valued at 0.04, compared to the broader market0.002.004.006.008.0010.0012.0014.000.040.16
The chart of Martin ratio for RERCX, currently valued at 0.28, compared to the broader market0.0020.0040.0060.000.281.03
RERCX
RERGX

The current RERCX Sharpe Ratio is 0.07, which is lower than the RERGX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of RERCX and RERGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00JulyAugustSeptemberOctoberNovemberDecember
0.07
0.24
RERCX
RERGX

Dividends

RERCX vs. RERGX - Dividend Comparison

RERCX's dividend yield for the trailing twelve months is around 0.32%, less than RERGX's 2.58% yield.


TTM20232022202120202019201820172016201520142013
RERCX
American Funds EuroPacific Growth Fund® Class R-3
0.32%1.41%0.98%1.18%0.00%0.77%1.08%0.58%0.95%1.44%1.06%0.66%
RERGX
American Funds EuroPacific Growth Fund Class R-6
2.58%3.95%2.02%10.19%0.41%3.14%1.78%1.19%1.64%2.13%1.74%1.25%

Drawdowns

RERCX vs. RERGX - Drawdown Comparison

The maximum RERCX drawdown since its inception was -52.70%, which is greater than RERGX's maximum drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for RERCX and RERGX. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%JulyAugustSeptemberOctoberNovemberDecember
-25.62%
-16.22%
RERCX
RERGX

Volatility

RERCX vs. RERGX - Volatility Comparison

The current volatility for American Funds EuroPacific Growth Fund® Class R-3 (RERCX) is 5.65%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 5.99%. This indicates that RERCX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
5.65%
5.99%
RERCX
RERGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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