REREX vs. BLUEX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and AMG Veritas Global Real Return Fund (BLUEX).
REREX is managed by American Funds. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
REREX vs. BLUEX - Performance Comparison
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REREX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | -2.91% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
BLUEX AMG Veritas Global Real Return Fund | -8.68% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly higher than BLUEX's -8.68% return. Over the past 10 years, REREX has underperformed BLUEX with an annualized return of 7.90%, while BLUEX has yielded a comparatively higher 9.35% annualized return.
REREX
- 1D
- 2.74%
- 1M
- -8.20%
- YTD
- -2.91%
- 6M
- 0.78%
- 1Y
- 21.15%
- 3Y*
- 10.60%
- 5Y*
- 2.96%
- 10Y*
- 7.90%
BLUEX
- 1D
- 1.10%
- 1M
- -5.47%
- YTD
- -8.68%
- 6M
- -9.03%
- 1Y
- -7.28%
- 3Y*
- 2.73%
- 5Y*
- 0.53%
- 10Y*
- 9.35%
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REREX vs. BLUEX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
REREX vs. BLUEX — Risk / Return Rank
REREX
BLUEX
REREX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| REREX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | -0.66 | +2.02 |
Sortino ratioReturn per unit of downside risk | 1.84 | -0.89 | +2.72 |
Omega ratioGain probability vs. loss probability | 1.26 | 0.89 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | -0.69 | +2.34 |
Martin ratioReturn relative to average drawdown | 6.23 | -2.40 | +8.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| REREX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | -0.66 | +2.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.05 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.57 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.49 | -0.09 |
Correlation
The correlation between REREX and BLUEX is 0.71, 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.
Dividends
REREX vs. BLUEX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.54% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
REREX vs. BLUEX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, roughly equal to the maximum BLUEX drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for REREX and BLUEX.
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Drawdown Indicators
| REREX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -54.27% | +0.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -12.19% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -21.87% | -15.67% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -29.06% | -8.48% |
Current DrawdownCurrent decline from peak | -10.14% | -10.58% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -13.39% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.51% | -0.20% |
Volatility
REREX vs. BLUEX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 7.25% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.64%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 3.64% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 7.31% | +4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 11.01% | +5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 10.50% | +5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 16.57% | +0.22% |