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RERGX vs. TBGVX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RERGX vs. TBGVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds EuroPacific Growth Fund Class R-6 (RERGX) and Tweedy, Browne International Value Fund (TBGVX). The values are adjusted to include any dividend payments, if applicable.

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RERGX vs. TBGVX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%31.19%
TBGVX
Tweedy, Browne International Value Fund
3.44%23.86%2.47%12.48%-7.52%15.62%-1.00%14.64%-6.72%15.03%

Returns By Period

In the year-to-date period, RERGX achieves a -2.84% return, which is significantly lower than TBGVX's 3.44% return. Both investments have delivered pretty close results over the past 10 years, with RERGX having a 7.97% annualized return and TBGVX not far behind at 7.70%.


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%

TBGVX

1D
1.78%
1M
-6.84%
YTD
3.44%
6M
7.64%
1Y
19.21%
3Y*
11.46%
5Y*
7.94%
10Y*
7.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RERGX vs. TBGVX - Expense Ratio Comparison

RERGX has a 0.46% expense ratio, which is lower than TBGVX's 1.40% expense ratio.


Return for Risk

RERGX vs. TBGVX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RERGX
RERGX Risk / Return Rank: 7171
Overall Rank
RERGX Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
RERGX Sortino Ratio Rank: 7474
Sortino Ratio Rank
RERGX Omega Ratio Rank: 6969
Omega Ratio Rank
RERGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
RERGX Martin Ratio Rank: 6666
Martin Ratio Rank

TBGVX
TBGVX Risk / Return Rank: 7777
Overall Rank
TBGVX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
TBGVX Sortino Ratio Rank: 8181
Sortino Ratio Rank
TBGVX Omega Ratio Rank: 8282
Omega Ratio Rank
TBGVX Calmar Ratio Rank: 7171
Calmar Ratio Rank
TBGVX Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RERGX vs. TBGVX - 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 Tweedy, Browne International Value Fund (TBGVX). 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.


RERGXTBGVXDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.58

-0.21

Sortino ratio

Return per unit of downside risk

1.87

2.13

-0.26

Omega ratio

Gain probability vs. loss probability

1.27

1.34

-0.07

Calmar ratio

Return relative to maximum drawdown

1.68

1.74

-0.06

Martin ratio

Return relative to average drawdown

6.37

6.58

-0.20

RERGX vs. TBGVX - Sharpe Ratio Comparison

The current RERGX Sharpe Ratio is 1.38, which is comparable to the TBGVX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of RERGX and TBGVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RERGXTBGVXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.58

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.72

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.61

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.73

-0.36

Correlation

The correlation between RERGX and TBGVX is 0.79, 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. TBGVX - Dividend Comparison

RERGX's dividend yield for the trailing twelve months is around 14.36%, more than TBGVX's 11.71% yield.


TTM20252024202320222021202020192018201720162015
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%
TBGVX
Tweedy, Browne International Value Fund
11.71%12.11%9.95%4.55%5.68%8.89%0.94%1.88%6.74%1.10%3.16%4.94%

Drawdowns

RERGX vs. TBGVX - Drawdown Comparison

The maximum RERGX drawdown since its inception was -37.30%, smaller than the maximum TBGVX drawdown of -50.97%. Use the drawdown chart below to compare losses from any high point for RERGX and TBGVX.


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Drawdown Indicators


RERGXTBGVXDifference

Max Drawdown

Largest peak-to-trough decline

-37.30%

-50.97%

+13.67%

Max Drawdown (1Y)

Largest decline over 1 year

-12.52%

-9.56%

-2.96%

Max Drawdown (5Y)

Largest decline over 5 years

-37.30%

-17.71%

-19.59%

Max Drawdown (10Y)

Largest decline over 10 years

-37.30%

-31.18%

-6.12%

Current Drawdown

Current decline from peak

-10.11%

-7.46%

-2.65%

Average Drawdown

Average peak-to-trough decline

-9.28%

-6.09%

-3.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.30%

2.66%

+0.64%

Volatility

RERGX vs. TBGVX - Volatility Comparison

American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a higher volatility of 7.27% compared to Tweedy, Browne International Value Fund (TBGVX) at 4.70%. This indicates that RERGX's price experiences larger fluctuations and is considered to be riskier than TBGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RERGXTBGVXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.27%

4.70%

+2.57%

Volatility (6M)

Calculated over the trailing 6-month period

11.54%

7.39%

+4.15%

Volatility (1Y)

Calculated over the trailing 1-year period

16.40%

12.36%

+4.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.48%

11.03%

+5.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.80%

12.64%

+4.16%