REREX vs. IOLZX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and ICON Equity Fund (IOLZX).
REREX is managed by American Funds. IOLZX is managed by ICON Funds. It was launched on Oct 17, 2002.
Performance
REREX vs. IOLZX - Performance Comparison
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REREX vs. IOLZX - 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% |
IOLZX ICON Equity Fund | 2.04% | 15.81% | 16.87% | 12.13% | -17.78% | 26.72% | 16.00% | 38.22% | -16.69% | 26.78% |
Returns By Period
In the year-to-date period, REREX achieves a -2.91% return, which is significantly lower than IOLZX's 2.04% return. Over the past 10 years, REREX has underperformed IOLZX with an annualized return of 7.90%, while IOLZX has yielded a comparatively higher 12.17% 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%
IOLZX
- 1D
- 3.78%
- 1M
- -4.73%
- YTD
- 2.04%
- 6M
- 4.94%
- 1Y
- 23.81%
- 3Y*
- 15.83%
- 5Y*
- 7.18%
- 10Y*
- 12.17%
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REREX vs. IOLZX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is lower than IOLZX's 1.04% expense ratio.
Return for Risk
REREX vs. IOLZX — Risk / Return Rank
REREX
IOLZX
REREX vs. IOLZX - 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 ICON Equity Fund (IOLZX). 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 | IOLZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.02 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.52 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.54 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.23 | 5.07 | +1.16 |
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 | IOLZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.02 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.34 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.55 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.36 | +0.04 |
Correlation
The correlation between REREX and IOLZX is 0.74, 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. IOLZX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 14.54%, more than IOLZX's 10.48% 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% |
IOLZX ICON Equity Fund | 10.48% | 10.69% | 22.21% | 4.75% | 18.57% | 14.12% | 0.00% | 3.46% | 1.60% | 0.00% | 0.00% | 0.00% |
Drawdowns
REREX vs. IOLZX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, roughly equal to the maximum IOLZX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for REREX and IOLZX.
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Drawdown Indicators
| REREX | IOLZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -56.03% | +2.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -15.69% | +3.15% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -27.77% | -9.77% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -41.04% | +3.50% |
Current DrawdownCurrent decline from peak | -10.14% | -10.48% | +0.34% |
Average DrawdownAverage peak-to-trough decline | -11.13% | -12.71% | +1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 4.76% | -1.45% |
Volatility
REREX vs. IOLZX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-4 (REREX) is 7.25%, while ICON Equity Fund (IOLZX) has a volatility of 7.90%. This indicates that REREX experiences smaller price fluctuations and is considered to be less risky than IOLZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | IOLZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 7.90% | -0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 14.56% | -3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.39% | 23.81% | -7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 21.38% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 22.28% | -5.49% |