RERGX vs. SIMYX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX).
RERGX is managed by American Funds. SIMYX is managed by BlackRock. It was launched on Oct 16, 2016.
Performance
RERGX vs. SIMYX - Performance Comparison
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RERGX vs. SIMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 30.58% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 5.07% | 30.07% | 6.26% | 13.11% | -11.38% | 7.83% | -1.33% | 15.77% | -12.11% | 21.58% |
Returns By Period
In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than SIMYX's 5.07% return.
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
SIMYX
- 1D
- 1.66%
- 1M
- -4.28%
- YTD
- 5.07%
- 6M
- 9.24%
- 1Y
- 24.28%
- 3Y*
- 15.94%
- 5Y*
- 8.85%
- 10Y*
- —
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RERGX vs. SIMYX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is lower than SIMYX's 0.86% expense ratio.
Return for Risk
RERGX vs. SIMYX — Risk / Return Rank
RERGX
SIMYX
RERGX vs. SIMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-6 (RERGX) and SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX). 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.
| RERGX | SIMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.97 | -0.59 |
Sortino ratioReturn per unit of downside risk | 1.87 | 2.57 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.79 | -1.11 |
Martin ratioReturn relative to average drawdown | 6.37 | 10.56 | -4.19 |
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
| RERGX | SIMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.97 | -0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.79 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.60 | -0.22 |
Correlation
The correlation between RERGX and SIMYX is 0.73, 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
RERGX vs. SIMYX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.36%, more than SIMYX's 2.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
SIMYX SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund | 2.98% | 3.13% | 5.26% | 3.62% | 3.13% | 3.41% | 1.96% | 3.09% | 3.01% | 2.74% | 0.00% | 0.00% |
Drawdowns
RERGX vs. SIMYX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, which is greater than SIMYX's maximum drawdown of -32.14%. Use the drawdown chart below to compare losses from any high point for RERGX and SIMYX.
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Drawdown Indicators
| RERGX | SIMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -32.14% | -5.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -8.55% | -3.97% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -25.06% | -12.24% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | — | — |
Current DrawdownCurrent decline from peak | -10.11% | -5.81% | -4.30% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -6.14% | -3.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.26% | +1.04% |
Volatility
RERGX vs. SIMYX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund (SIMYX) at 5.00%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than SIMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RERGX | SIMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.27% | 5.00% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 7.43% | +4.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.40% | 12.61% | +3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 11.33% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.80% | 12.25% | +4.55% |