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AEGFX: EUROPACIFIC GROWTH FUND CLASS F-1 (MUTUAL FUND)
Basic Info 64.42 2.79(4.15%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 13.83% |
| Expenses | 0.90% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 7.1 | 22.2 | 15.0 | 2.5 | 7.9 | 6.1 | 5.9 | 6.8 | 28.8 | 4.6 | 15.6 | -23.5 | -5.3 | 24.8 | 26.9 | -15.2 | 30.7 | 0.6 | -0.8 | -2.7 | 20.1 | 19.2 | -13.6 | 9.4 | 39.1 | -40.6 | 19.1 | 21.8 | 21.1 | 19.8 | 32.8 | -13.7 | -5.3 |
| Sharpe Ratio | NA | 0.72 | 1.22 | 0.78 | 0.0 | 0.36 | NA | NA | 0.31 | 1.66 | 0.08 | 0.91 | -1.08 | -0.33 | 0.85 | 2.21 | -1.12 | 4.23 | 0.03 | -0.06 | -0.25 | 1.73 | 1.28 | -0.53 | 0.46 | 1.53 | -1.12 | 0.94 | 1.36 | 1.78 | 1.29 | 2.29 | -0.85 | -0.65 |
| Draw Down(%) | NA | 12.6 | 12.6 | 15.8 | 40.8 | 41.1 | NA | NA | 54.0 | 15.7 | 9.5 | 12.7 | 32.9 | 16.5 | 32.6 | 7.5 | 24.0 | 3.3 | 13.4 | 15.2 | 11.2 | 10.2 | 14.0 | 26.2 | 16.9 | 21.1 | 51.5 | 12.4 | 16.8 | 7.1 | 11.0 | 16.2 | 25.6 | 23.7 |
| Standard Deviation(%) | NA | 20.6 | 16.0 | 15.0 | 17.0 | 17.2 | NA | NA | 18.1 | 15.6 | 12.6 | 13.3 | 23.2 | 16.2 | 28.8 | 11.5 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.5 | 14.6 | 14.1 | 17.5 | 14.6 |
| Treynor Ratio | NA | 0.14 | 0.19 | 0.12 | 0.0 | 0.07 | NA | NA | 0.06 | 0.28 | 0.01 | 0.12 | -0.24 | -0.05 | 0.34 | 0.25 | -0.16 | 0.37 | 0.0 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.45 | -0.47 | 0.17 | 0.19 | 0.21 | 0.19 | 0.37 | -0.21 | -0.12 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.05 | -0.07 | 0.07 | 0.02 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.0 | 0.03 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 1.08 | 1.01 | 0.98 | 1.0 | 0.92 | NA | NA | 0.89 | 0.95 | 0.94 | 0.97 | 1.04 | 1.06 | 0.71 | 1.01 | 1.05 | 0.82 | 0.9 | 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 | 0.8 |
| RSquared | NA | 0.85 | 0.82 | 0.85 | 0.86 | 0.73 | NA | NA | 0.84 | 0.83 | 0.85 | 0.9 | 0.92 | 0.69 | 0.45 | 0.86 | 0.89 | 0.72 | 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 | 0.65 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.5 | 6.6 | 4.0 | 0.9 | 1.3 | 0.2 | 3.4 | 5.0 | 5.8 | 1.2 | 2.9 | 1.2 | 1.0 | 2.0 | 1.4 | 1.4 | 2.2 | 4.3 | 9.9 | 8.3 | 5.8 | 1.8 | 1.4 | 1.0 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 131.9 | 84.1 | 242.2 | -37.3 | 759.0 | -93.2 | -45.5 | 8.7 | 378.3 | -60.2 | 129.1 | 36.2 | -37.7 | 20.0 | 3.7 | -11.1 | -70.6 | -53.5 | 33.2 | 70.7 | 274.8 | 68.4 | 24.2 | -59.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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