It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
RERCX: EUROPACIFIC GROWTH FUND CLASS R-3 (MUTUAL FUND)
Basic Info 62.52 2.71(4.15%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 13.98% |
| Expenses | 0.90% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 7.0 | 21.9 | 14.6 | 2.2 | 7.7 | 5.8 | 5.6 | 7.3 | 28.5 | 4.3 | 15.3 | -23.7 | -5.7 | 24.4 | 26.6 | -15.5 | 30.3 | 0.4 | -1.1 | -2.9 | 19.8 | 18.9 | -13.9 | 9.2 | 38.7 | -40.7 | 18.7 | 21.4 | 20.7 | 19.2 | 32.4 | -14.3 |
| Sharpe Ratio | NA | 1.36 | 1.64 | 0.87 | 0.04 | 0.38 | NA | NA | 0.33 | 1.64 | 0.06 | 0.89 | -1.09 | -0.35 | 0.84 | 2.2 | -1.13 | 4.17 | 0.01 | -0.08 | -0.27 | 1.7 | 1.26 | -0.54 | 0.44 | 1.51 | -1.13 | 0.92 | 1.33 | 1.75 | 1.25 | 2.25 | -1.17 |
| Draw Down(%) | NA | 12.6 | 12.6 | 15.9 | 41.1 | 41.5 | NA | NA | 54.1 | 15.7 | 9.5 | 12.8 | 33.0 | 16.8 | 32.7 | 7.5 | 24.2 | 3.3 | 13.4 | 15.3 | 11.3 | 10.2 | 14.1 | 26.3 | 16.8 | 21.1 | 51.6 | 12.4 | 16.9 | 7.1 | 11.1 | 16.3 | 22.4 |
| Standard Deviation(%) | NA | 19.9 | 15.4 | 14.9 | 16.9 | 17.1 | NA | NA | 18.3 | 15.7 | 12.6 | 13.3 | 23.2 | 16.2 | 28.8 | 11.4 | 14.9 | 7.1 | 16.2 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 25.5 | 36.8 | 17.0 | 13.6 | 10.6 | 14.5 | 14.1 | 21.3 |
| Treynor Ratio | NA | 0.26 | 0.25 | 0.13 | 0.01 | 0.07 | NA | NA | 0.07 | 0.27 | 0.01 | 0.12 | -0.24 | -0.05 | 0.34 | 0.25 | -0.16 | 0.36 | 0.0 | -0.01 | -0.03 | 0.24 | 0.22 | -0.15 | 0.1 | 0.45 | -0.48 | 0.17 | 0.19 | 0.2 | 0.19 | 0.36 | -0.35 |
| Alpha | NA | 0.0 | 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 | 0.02 | -0.01 | 0.03 | 0.0 | 0.0 | -0.03 |
| Beta | NA | 1.05 | 0.99 | 0.97 | 1.0 | 0.91 | NA | NA | 0.89 | 0.95 | 0.94 | 0.97 | 1.04 | 1.06 | 0.71 | 1.0 | 1.05 | 0.82 | 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 |
| RSquared | NA | 0.85 | 0.81 | 0.85 | 0.85 | 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 | 0.64 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.6 | 6.5 | 3.8 | 0.7 | 1.1 | 0.0 | 3.2 | 4.9 | 5.5 | 1.0 | 2.7 | 1.0 | 0.8 | 1.7 | 1.2 | 1.3 | 2.0 | 4.1 | 9.7 | 8.1 | 5.6 | 1.5 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 138.6 | 89.0 | 284.5 | -36.7 | N/A | -100.0 | -48.7 | 10.9 | 482.2 | -65.8 | 150.4 | 54.2 | -45.6 | 21.6 | -2.4 | -10.2 | -73.1 | -54.4 | 33.2 | 72.8 | 337.8 | 39.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to RERCX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
