Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/23/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) | 2.52% | -2.68% | 2.75% | 5.27% | 3.25% | 4.71% | 5.65% | 6.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) | 06/07/2002 | 04/23/2025 |
The return data shown below all have the same latest date: 04/23/2025.
AR inception is since 06/07/2002.
AR inception is since 06/07/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.90 | -2.68 | 2.75 | 5.27 | 3.25 | 4.71 | 5.65 | 6.70 | 2.52 | -0.34 | 13.75 | -23.21 | -4.96 | 25.20 | 27.36 | -14.97 | 31.10 | 1.00 | -0.50 | -2.35 | 20.54 | 19.58 | -13.34 | 9.80 | 39.56 | -40.40 | 19.37 | 22.17 | 21.39 | 19.98 | 33.25 | -12.86 |
| Sharpe Ratio | NA | -0.58 | -0.21 | 0.11 | 0.09 | NA | NA | 0.27 | -0.12 | -0.52 | 0.72 | -1.06 | -0.31 | 0.86 | 2.28 | -1.10 | 4.29 | 0.05 | -0.04 | -0.22 | 1.76 | 1.30 | -0.52 | 0.48 | 1.55 | -1.12 | 0.97 | 1.40 | 1.82 | 1.31 | 2.32 | -1.07 |
| Standard Deviation(%) | NA | 17.12 | 17.00 | 17.46 | 17.21 | NA | NA | 18.50 | 22.78 | 13.34 | 13.22 | 23.23 | 16.17 | 28.80 | 11.41 | 14.92 | 7.14 | 16.27 | 14.15 | 10.78 | 11.62 | 15.11 | 25.52 | 20.41 | 25.50 | 36.87 | 17.02 | 13.57 | 10.55 | 14.54 | 14.04 | 21.14 |
| Draw Down(%) | NA | 18.32 | 21.16 | 40.77 | 40.77 | NA | NA | 53.80 | 15.62 | 11.04 | 12.62 | 32.73 | 16.24 | 32.58 | 7.49 | 23.83 | 3.26 | 13.32 | 15.08 | 11.16 | 10.21 | 13.98 | 26.14 | 16.76 | 21.05 | 51.33 | 12.38 | 16.83 | 7.00 | 10.95 | 16.15 | 22.28 |
| Yield(%) | 0.00 | 1.45 | 1.63 | 1.76 | 2.66 | 2.98 | 4.36 | 5.48 | 0.00 | 1.54 | 2.18 | 1.09 | 1.65 | 0.47 | 3.85 | 5.31 | 6.13 | 1.60 | 3.26 | 1.64 | 1.40 | 2.29 | 1.71 | 1.82 | 2.53 | 4.53 | 10.17 | 8.52 | 6.03 | 1.94 | 1.64 | 1.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) |
-10.80%
Feb 2006 - Feb 2009 |
-3.04%
Oct 2007 - Oct 2012 |
2.94%
Dec 2006 - Dec 2016 |
1.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERFX (EUROPACIFIC GROWTH FUND CLASS R-5) |
32.21%
Mar 2003 - Mar 2006 |
24.77%
Oct 2002 - Oct 2007 |
11.80%
Mar 2003 - Mar 2013 |
10.78%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart