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AEGBX: EUROPACIFIC GROWTH FUND CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2000 |
| Last Dividend Date: | 12/23/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.58% |
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Performance Analytics (As of 04/10/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -36.1 | -28.0 | -12.6 | -2.8 | -2.3 | 3.3 | 0.7 | -30.3 | -0.1 | -1.6 | -3.4 | 19.3 | 18.4 | -14.2 | 8.6 | 38.1 | -41.0 | 18.1 | 21.0 | 20.2 | 18.8 | 31.9 | -14.3 | -12.8 | -20.9 |
| Sharpe Ratio | NA | -0.6 | -0.44 | -0.12 | -0.11 | NA | -0.02 | -0.85 | -0.02 | -0.11 | -0.31 | 1.66 | 1.22 | -0.56 | 0.42 | 1.49 | -1.13 | 0.88 | 1.3 | 1.7 | 1.23 | 2.22 | -0.88 | -1.08 | -2.01 |
| Draw Down(%) | NA | 36.5 | 38.3 | 38.3 | 54.5 | NA | 54.5 | 36.5 | 13.4 | 15.4 | 11.4 | 10.3 | 14.2 | 26.5 | 16.9 | 21.2 | 51.8 | 12.5 | 16.9 | 7.1 | 11.0 | 16.3 | 25.8 | 26.9 | 23.9 |
| Standard Deviation(%) | NA | 46.8 | 29.2 | 24.1 | 25.1 | NA | 21.3 | 86.9 | 16.2 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.6 | 14.6 | 14.1 | 17.5 | 14.4 | 15.6 |
| Treynor Ratio | NA | -0.31 | -0.14 | -0.03 | -0.03 | NA | 0.0 | -0.54 | 0.0 | -0.02 | -0.04 | 0.23 | 0.21 | -0.16 | 0.09 | 0.44 | -0.48 | 0.16 | 0.18 | 0.2 | 0.18 | 0.36 | -0.21 | -0.21 | -0.31 |
| Alpha | NA | -0.14 | -0.04 | -0.03 | -0.01 | NA | -0.01 | -0.54 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.03 | 0.02 | -0.01 | 0.03 | 0.0 | 0.0 | -0.02 | 0.01 | -0.05 |
| Beta | NA | 0.91 | 0.89 | 0.88 | 0.89 | NA | 0.88 | 1.38 | 0.89 | 0.88 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.86 | 0.87 | 0.93 | 0.97 | 0.91 | 0.99 | 0.88 | 0.72 | 0.76 | 0.99 |
| RSquared | NA | 0.12 | 0.27 | 0.37 | 0.72 | NA | 0.73 | 0.02 | 0.93 | 0.91 | 0.86 | 0.85 | 0.93 | 0.97 | 0.96 | 0.93 | 0.94 | 0.85 | 0.91 | 0.77 | 0.85 | 0.77 | 0.66 | 0.83 | 0.8 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.7 | 1.7 | 3.4 | N/A | 0.0 | 0.0 | 1.7 | 0.2 | 0.1 | 0.9 | 0.5 | 0.6 | 1.3 | 3.6 | 9.2 | 7.6 | 5.1 | 1.0 | 0.6 | 0.3 | 1.4 | 8.7 |
| Dividend Growth(%) | N/A | -100.0 | 58.1 | -81.8 | N/A | N/A | N/A | N/A | -100.0 | 544.6 | 266.7 | -89.6 | 45.2 | -5.6 | -34.8 | -80.2 | -57.9 | 34.9 | 77.5 | 499.0 | 108.4 | 81.0 | -82.2 | -88.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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