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RERHX: EUROPACIFIC GROWTH FUND CLASS R-5E (MUTUAL FUND)
Basic Info 64.24 2.8(4.18%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 11/23/2015 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 14.06% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 7.2 | 22.5 | 15.2 | 4.5 | 9.1 | 8.3 | 12.7 | 4.9 | 15.9 | -22.9 | 2.7 | 25.1 | 27.2 | -15.0 | 31.0 | 0.8 | -2.6 |
| Sharpe Ratio | NA | 0.73 | 1.24 | 0.8 | 0.12 | 0.43 | 0.4 | 0.53 | 0.1 | 0.93 | -1.06 | 0.18 | 0.86 | 2.26 | -1.1 | 4.14 | 0.04 | -1.75 |
| Draw Down(%) | NA | 12.5 | 12.5 | 15.7 | 37.4 | 37.4 | 37.4 | 15.6 | 9.5 | 12.6 | 32.4 | 11.9 | 32.6 | 7.5 | 23.9 | 3.3 | 13.3 | 5.0 |
| Standard Deviation(%) | NA | 20.6 | 16.0 | 15.0 | 16.8 | 17.1 | 17.0 | 18.8 | 12.6 | 13.3 | 23.1 | 15.3 | 28.8 | 11.4 | 14.9 | 7.4 | 16.2 | 12.7 |
| Treynor Ratio | NA | 0.12 | 0.19 | 0.15 | 0.02 | 0.1 | 0.09 | 0.16 | 0.02 | 0.16 | -0.3 | 0.03 | 0.33 | 0.34 | -0.22 | 0.51 | 0.01 | -0.32 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.05 | -0.01 | -0.03 | -0.07 | 0.03 | 0.01 | -0.05 | 0.06 | -0.04 | -0.04 |
| Beta | NA | 1.22 | 1.04 | 0.78 | 0.79 | 0.78 | 0.78 | 0.63 | 0.75 | 0.78 | 0.82 | 0.88 | 0.74 | 0.75 | 0.73 | 0.6 | 1.0 | 0.69 |
| RSquared | NA | 0.71 | 0.67 | 0.62 | 0.67 | 0.71 | 0.71 | 0.43 | 0.6 | 0.63 | 0.77 | 0.63 | 0.83 | 0.7 | 0.69 | 0.33 | 0.71 | 0.83 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.7 | 6.9 | 4.2 | 1.4 | 9.3 | 0.4 | 3.8 | 5.3 | 6.2 | 1.7 | 3.3 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 125.8 | 79.2 | 122.2 | -85.5 | 2970.5 | -87.5 | -44.1 | 8.3 | 275.1 | -52.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2015
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