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RERGX: EUROPACIFIC GROWTH FUND CLASS R-6 (MUTUAL FUND)
Basic Info 64.97 2.82(4.16%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 14.04% |
| Expenses | 0.90% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 7.2 | 22.7 | 15.3 | 4.6 | 9.3 | 7.1 | 9.1 | 29.3 | 5.0 | 16.1 | -22.8 | 2.8 | 25.3 | 27.4 | -14.9 | 31.2 | 1.0 | -0.4 | -2.3 | 20.6 | 19.6 | -13.3 | 9.8 | 31.0 |
| Sharpe Ratio | NA | 1.4 | 1.69 | 0.92 | 0.19 | 0.47 | NA | 0.47 | 1.7 | 0.11 | 0.95 | -1.05 | 0.18 | 0.87 | 2.28 | -1.1 | 4.29 | 0.05 | -0.03 | -0.21 | 1.77 | 1.31 | -0.52 | 0.48 | 2.35 |
| Draw Down(%) | NA | 12.5 | 12.5 | 15.6 | 37.3 | 37.3 | NA | 37.3 | 15.6 | 9.5 | 12.6 | 32.3 | 11.8 | 32.6 | 7.5 | 23.8 | 3.3 | 13.4 | 15.1 | 11.1 | 10.2 | 14.0 | 26.1 | 16.8 | 7.9 |
| Standard Deviation(%) | NA | 19.9 | 15.4 | 14.9 | 16.7 | 17.0 | NA | 17.2 | 15.6 | 12.6 | 13.3 | 23.1 | 15.3 | 28.8 | 11.4 | 14.9 | 7.1 | 16.3 | 14.2 | 10.8 | 11.6 | 15.1 | 25.5 | 20.4 | 21.2 |
| Treynor Ratio | NA | 0.27 | 0.26 | 0.14 | 0.03 | 0.09 | NA | 0.09 | 0.28 | 0.01 | 0.13 | -0.24 | 0.03 | 0.35 | 0.26 | -0.15 | 0.38 | 0.01 | -0.01 | -0.03 | 0.24 | 0.23 | -0.14 | 0.1 | 0.52 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | -0.04 | 0.07 | 0.02 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.05 | 0.99 | 0.97 | 1.0 | 0.91 | NA | 0.91 | 0.95 | 0.94 | 0.97 | 1.03 | 1.06 | 0.71 | 0.99 | 1.06 | 0.82 | 0.9 | 0.88 | 0.89 | 0.84 | 0.88 | 0.92 | 0.94 | 0.95 |
| RSquared | NA | 0.85 | 0.82 | 0.85 | 0.87 | 0.74 | NA | 0.82 | 0.83 | 0.85 | 0.9 | 0.92 | 0.78 | 0.45 | 0.86 | 0.89 | 0.72 | 0.93 | 0.91 | 0.86 | 0.85 | 0.93 | 0.97 | 0.96 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 15.7 | 7.0 | 4.4 | 1.5 | 9.5 | 0.5 | 3.9 | 5.4 | 6.2 | 1.7 | 3.3 | 1.7 | 1.5 | 2.3 | 1.8 | 1.9 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 122.3 | 76.2 | 117.8 | -85.0 | 2247.3 | -83.9 | -42.6 | 8.7 | 279.9 | -52.7 | 89.0 | 34.0 | -27.0 | 14.7 | 0.5 | 3.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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