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.
Correlation
The correlation between REREX and SSHQX is 0.82, 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.
Performance
REREX vs. SSHQX - Performance Comparison
Key characteristics
REREX:
0.07
SSHQX:
1.25
REREX:
0.19
SSHQX:
1.66
REREX:
1.02
SSHQX:
1.25
REREX:
0.04
SSHQX:
1.27
REREX:
0.30
SSHQX:
6.32
REREX:
3.40%
SSHQX:
2.20%
REREX:
13.64%
SSHQX:
11.13%
REREX:
-52.44%
SSHQX:
-31.95%
REREX:
-24.93%
SSHQX:
-2.43%
Returns By Period
In the year-to-date period, REREX achieves a -1.28% return, which is significantly lower than SSHQX's 12.94% return.
REREX
-1.28%
-5.29%
-5.88%
-0.12%
0.37%
2.33%
SSHQX
12.94%
0.61%
0.55%
14.54%
5.34%
N/A
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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 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.
Dividends
REREX vs. SSHQX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 0.39%, less than SSHQX's 3.34% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | 0.39% | 1.69% | 1.22% | 1.47% | 0.17% | 1.07% | 1.37% | 0.87% | 1.28% | 1.78% | 1.39% | 0.95% |
State Street Hedged International Developed Equity Index Fund | 3.34% | 3.77% | 3.38% | 2.93% | 2.03% | 3.08% | 5.69% | 0.00% | 2.16% | 0.63% | 0.00% | 0.00% |
Drawdowns
REREX vs. SSHQX - Drawdown Comparison
The maximum REREX drawdown since its inception was -52.44%, which is greater than SSHQX's maximum drawdown of -31.95%. Use the drawdown chart below to compare losses from any high point for REREX and SSHQX. For additional features, visit the drawdowns tool.
Volatility
REREX vs. SSHQX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 5.84% compared to State Street Hedged International Developed Equity Index Fund (SSHQX) at 2.55%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than SSHQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.