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

Correlation

The correlation between RERCX and VXUS is 0.92, 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.


-0.50.00.51.00.9

Performance

RERCX vs. VXUS - 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 Vanguard Total International Stock ETF (VXUS). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%AugustSeptemberOctoberNovemberDecember2025
-4.99%
-1.05%
RERCX
VXUS

Key characteristics

Sharpe Ratio

RERCX:

0.34

VXUS:

0.82

Sortino Ratio

RERCX:

0.54

VXUS:

1.20

Omega Ratio

RERCX:

1.07

VXUS:

1.15

Calmar Ratio

RERCX:

0.17

VXUS:

1.06

Martin Ratio

RERCX:

1.02

VXUS:

2.81

Ulcer Index

RERCX:

4.36%

VXUS:

3.67%

Daily Std Dev

RERCX:

13.21%

VXUS:

12.57%

Max Drawdown

RERCX:

-52.70%

VXUS:

-35.97%

Current Drawdown

RERCX:

-23.95%

VXUS:

-7.42%

Returns By Period

In the year-to-date period, RERCX achieves a 2.01% return, which is significantly higher than VXUS's 0.97% return. Over the past 10 years, RERCX has underperformed VXUS with an annualized return of 2.13%, while VXUS has yielded a comparatively higher 5.08% annualized return.


RERCX

YTD

2.01%

1M

1.66%

6M

-4.83%

1Y

2.48%

5Y*

0.14%

10Y*

2.13%

VXUS

YTD

0.97%

1M

1.05%

6M

-1.64%

1Y

8.95%

5Y*

4.30%

10Y*

5.08%

*Annualized

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. VXUS - Expense Ratio Comparison

RERCX has a 1.11% expense ratio, which is higher than VXUS's 0.07% 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 VXUS: current value at 0.07% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.07%

Risk-Adjusted Performance

RERCX vs. VXUS — Risk-Adjusted Performance Rank

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

RERCX
The Risk-Adjusted Performance Rank of RERCX is 1212
Overall Rank
The Sharpe Ratio Rank of RERCX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of RERCX is 1313
Sortino Ratio Rank
The Omega Ratio Rank of RERCX is 1212
Omega Ratio Rank
The Calmar Ratio Rank of RERCX is 1212
Calmar Ratio Rank
The Martin Ratio Rank of RERCX is 1313
Martin Ratio Rank

VXUS
The Risk-Adjusted Performance Rank of VXUS is 3333
Overall Rank
The Sharpe Ratio Rank of VXUS is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VXUS is 3030
Sortino Ratio Rank
The Omega Ratio Rank of VXUS is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VXUS is 4343
Calmar Ratio Rank
The Martin Ratio Rank of VXUS is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

RERCX vs. VXUS - 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 Vanguard Total International Stock ETF (VXUS). 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 0.34, compared to the broader market-1.000.001.002.003.004.000.340.82
The chart of Sortino ratio for RERCX, currently valued at 0.54, compared to the broader market0.005.0010.000.541.20
The chart of Omega ratio for RERCX, currently valued at 1.07, compared to the broader market1.002.003.004.001.071.15
The chart of Calmar ratio for RERCX, currently valued at 0.17, compared to the broader market0.005.0010.0015.0020.000.171.06
The chart of Martin ratio for RERCX, currently valued at 1.02, compared to the broader market0.0020.0040.0060.0080.001.022.81
RERCX
VXUS

The current RERCX Sharpe Ratio is 0.34, which is lower than the VXUS Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of RERCX and VXUS, 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 Ratio0.000.501.001.502.00AugustSeptemberOctoberNovemberDecember2025
0.34
0.82
RERCX
VXUS

Dividends

RERCX vs. VXUS - Dividend Comparison

RERCX's dividend yield for the trailing twelve months is around 0.90%, less than VXUS's 3.34% yield.


TTM20242023202220212020201920182017201620152014
RERCX
American Funds EuroPacific Growth Fund® Class R-3
0.90%0.91%1.41%0.98%1.18%0.00%0.77%1.08%0.58%0.95%1.44%2.13%
VXUS
Vanguard Total International Stock ETF
3.34%3.37%3.25%3.09%3.10%2.14%3.06%3.17%2.73%2.93%2.83%3.40%

Drawdowns

RERCX vs. VXUS - Drawdown Comparison

The maximum RERCX drawdown since its inception was -52.70%, which is greater than VXUS's maximum drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for RERCX and VXUS. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-23.95%
-7.42%
RERCX
VXUS

Volatility

RERCX vs. VXUS - Volatility Comparison

American Funds EuroPacific Growth Fund® Class R-3 (RERCX) has a higher volatility of 5.20% compared to Vanguard Total International Stock ETF (VXUS) at 3.68%. This indicates that RERCX's price experiences larger fluctuations and is considered to be riskier than VXUS 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%AugustSeptemberOctoberNovemberDecember2025
5.20%
3.68%
RERCX
VXUS
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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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