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

Correlation

The correlation between REREX 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

REREX vs. RERGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class R-4 (REREX) 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
-1.45%
-1.25%
REREX
RERGX

Key characteristics

Sharpe Ratio

REREX:

0.47

RERGX:

0.51

Sortino Ratio

REREX:

0.74

RERGX:

0.78

Omega Ratio

REREX:

1.09

RERGX:

1.10

Calmar Ratio

REREX:

0.23

RERGX:

0.26

Martin Ratio

REREX:

1.88

RERGX:

2.05

Ulcer Index

REREX:

3.25%

RERGX:

3.19%

Daily Std Dev

REREX:

12.87%

RERGX:

12.85%

Max Drawdown

REREX:

-52.44%

RERGX:

-40.72%

Current Drawdown

REREX:

-20.94%

RERGX:

-19.62%

Returns By Period

In the year-to-date period, REREX achieves a 3.97% return, which is significantly lower than RERGX's 4.38% return. Over the past 10 years, REREX has underperformed RERGX with an annualized return of 2.87%, while RERGX has yielded a comparatively higher 3.29% annualized return.


REREX

YTD

3.97%

1M

-0.43%

6M

-0.95%

1Y

5.11%

5Y*

1.42%

10Y*

2.87%

RERGX

YTD

4.38%

1M

-0.39%

6M

-0.75%

1Y

5.54%

5Y*

1.84%

10Y*

3.29%

Compare stocks, funds, or ETFs

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


REREX vs. RERGX - Expense Ratio Comparison

REREX has a 0.81% expense ratio, which is higher than RERGX's 0.46% expense ratio.


REREX
American Funds EuroPacific Growth Fund Class R-4
Expense ratio chart for REREX: current value at 0.81% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.81%
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

REREX vs. RERGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) 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 REREX, currently valued at 0.47, compared to the broader market-1.000.001.002.003.004.000.470.51
The chart of Sortino ratio for REREX, currently valued at 0.74, compared to the broader market-2.000.002.004.006.008.0010.000.740.78
The chart of Omega ratio for REREX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.003.501.091.10
The chart of Calmar ratio for REREX, currently valued at 0.23, compared to the broader market0.002.004.006.008.0010.0012.0014.000.230.26
The chart of Martin ratio for REREX, currently valued at 1.88, compared to the broader market0.0020.0040.0060.001.882.05
REREX
RERGX

The current REREX Sharpe Ratio is 0.47, which is comparable to the RERGX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of REREX 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 Ratio0.000.501.001.50JulyAugustSeptemberOctoberNovemberDecember
0.47
0.51
REREX
RERGX

Dividends

REREX vs. RERGX - Dividend Comparison

REREX's dividend yield for the trailing twelve months is around 0.37%, less than RERGX's 0.45% yield.


TTM20232022202120202019201820172016201520142013
REREX
American Funds EuroPacific Growth Fund Class R-4
0.37%1.69%1.22%1.47%0.17%1.07%1.37%0.87%1.28%1.78%1.39%0.95%
RERGX
American Funds EuroPacific Growth Fund Class R-6
0.45%2.01%1.47%1.83%0.41%1.39%1.78%1.19%1.64%2.13%1.74%1.25%

Drawdowns

REREX vs. RERGX - Drawdown Comparison

The maximum REREX drawdown since its inception was -52.44%, which is greater than RERGX's maximum drawdown of -40.72%. Use the drawdown chart below to compare losses from any high point for REREX and RERGX. For additional features, visit the drawdowns tool.


-24.00%-22.00%-20.00%-18.00%-16.00%-14.00%JulyAugustSeptemberOctoberNovemberDecember
-20.94%
-19.62%
REREX
RERGX

Volatility

REREX vs. RERGX - Volatility Comparison

American Funds EuroPacific Growth Fund Class R-4 (REREX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX) have volatilities of 3.27% and 3.27%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.27%
3.27%
REREX
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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