RERGX vs. SSGVX
Compare and contrast key facts about American Funds EuroPacific Growth Fund Class R-6 (RERGX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX).
RERGX is managed by American Funds. SSGVX is managed by State Street. It was launched on Sep 17, 2014.
Performance
RERGX vs. SSGVX - Performance Comparison
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RERGX vs. SSGVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | -5.45% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | -0.63% | 32.69% | 5.01% | 15.71% | -16.42% | 8.42% | 1,010.40% | 21.71% | -14.01% | 27.18% |
Returns By Period
In the year-to-date period, RERGX achieves a -5.45% return, which is significantly lower than SSGVX's -0.63% return. Over the past 10 years, RERGX has underperformed SSGVX with an annualized return of 7.68%, while SSGVX has yielded a comparatively higher 36.75% annualized return.
RERGX
- 1D
- -0.16%
- 1M
- -12.20%
- YTD
- -5.45%
- 6M
- -0.97%
- 1Y
- 19.17%
- 3Y*
- 10.00%
- 5Y*
- 3.13%
- 10Y*
- 7.68%
SSGVX
- 1D
- 0.39%
- 1M
- -10.87%
- YTD
- -0.63%
- 6M
- 4.13%
- 1Y
- 24.93%
- 3Y*
- 14.44%
- 5Y*
- 6.96%
- 10Y*
- 36.75%
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RERGX vs. SSGVX - Expense Ratio Comparison
RERGX has a 0.46% expense ratio, which is higher than SSGVX's 0.05% expense ratio.
Return for Risk
RERGX vs. SSGVX — Risk / Return Rank
RERGX
SSGVX
RERGX vs. SSGVX - 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 State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX). 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 | SSGVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.56 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.52 | 2.12 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.32 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.00 | -0.74 |
Martin ratioReturn relative to average drawdown | 4.87 | 7.92 | -3.04 |
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 | SSGVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.56 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.48 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.13 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.11 | +0.25 |
Correlation
The correlation between RERGX and SSGVX is 0.90, 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. SSGVX - Dividend Comparison
RERGX's dividend yield for the trailing twelve months is around 14.76%, more than SSGVX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.76% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
SSGVX State Street Global All Cap Equity ex-U.S.Index Portfolio | 3.35% | 3.33% | 3.09% | 2.96% | 2.35% | 2.58% | 1.66% | 2.96% | 3.02% | 2.77% | 1.56% | 2.16% |
Drawdowns
RERGX vs. SSGVX - Drawdown Comparison
The maximum RERGX drawdown since its inception was -37.30%, roughly equal to the maximum SSGVX drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for RERGX and SSGVX.
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Drawdown Indicators
| RERGX | SSGVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.30% | -35.79% | -1.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.52% | -11.22% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -37.30% | -30.03% | -7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -37.30% | -35.79% | -1.51% |
Current DrawdownCurrent decline from peak | -12.52% | -10.87% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -9.28% | -7.83% | -1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.84% | +0.41% |
Volatility
RERGX vs. SSGVX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-6 (RERGX) and State Street Global All Cap Equity ex-U.S.Index Portfolio (SSGVX) have volatilities of 6.59% and 6.43%, 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.
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Volatility by Period
| RERGX | SSGVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 6.43% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 10.02% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.21% | 15.49% | +0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.43% | 14.55% | +1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.78% | 282.23% | -265.45% |