Correlation
The correlation between REREX and SSHQX is 0.72, 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.
REREX vs. SSHQX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-4 (REREX) and State Street Hedged International Developed Equity Index Fund (SSHQX).
REREX is managed by American Funds. SSHQX is managed by State Street Global Advisors. It was launched on May 29, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REREX or SSHQX.
Performance
REREX vs. SSHQX - Performance Comparison
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Key characteristics
REREX:
0.54
SSHQX:
0.63
REREX:
0.67
SSHQX:
0.85
REREX:
1.09
SSHQX:
1.13
REREX:
0.33
SSHQX:
0.65
REREX:
1.55
SSHQX:
2.72
REREX:
4.51%
SSHQX:
3.33%
REREX:
16.71%
SSHQX:
16.27%
REREX:
-53.36%
SSHQX:
-31.84%
REREX:
-3.53%
SSHQX:
-0.89%
Returns By Period
In the year-to-date period, REREX achieves a 11.87% return, which is significantly higher than SSHQX's 8.36% return. Over the past 10 years, REREX has underperformed SSHQX with an annualized return of 5.58%, while SSHQX has yielded a comparatively higher 8.20% annualized return.
REREX
11.87%
6.28%
8.78%
8.97%
8.40%
8.18%
5.58%
SSHQX
8.36%
5.12%
9.55%
10.17%
13.81%
14.31%
8.20%
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REREX vs. SSHQX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than SSHQX's 0.20% expense ratio.
Risk-Adjusted Performance
REREX vs. SSHQX — Risk-Adjusted Performance Rank
REREX
SSHQX
REREX vs. SSHQX - 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 State Street Hedged International Developed Equity Index Fund (SSHQX). 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.
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Dividends
REREX vs. SSHQX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 6.14%, more than SSHQX's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 6.14% | 6.86% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.74% | 1.28% | 3.10% | 1.40% |
SSHQX State Street Hedged International Developed Equity Index Fund | 2.87% | 3.11% | 3.77% | 22.27% | 2.93% | 2.03% | 5.13% | 7.33% | 3.12% | 4.30% | 0.98% | 0.00% |
Drawdowns
REREX vs. SSHQX - Drawdown Comparison
The maximum REREX drawdown since its inception was -53.36%, which is greater than SSHQX's maximum drawdown of -31.84%. Use the drawdown chart below to compare losses from any high point for REREX and SSHQX.
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Volatility
REREX vs. SSHQX - Volatility Comparison
The current volatility for American Funds EuroPacific Growth Fund Class R-4 (REREX) is 3.37%, while State Street Hedged International Developed Equity Index Fund (SSHQX) has a volatility of 3.63%. This indicates that REREX experiences smaller price fluctuations and is considered to be less risky than SSHQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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