Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FEPUX (American Funds EuroPacific Growth Fund Class 529-F-3) | 5.99% | 20.18% | 14.28% | 4.29% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEPUX (American Funds EuroPacific Growth Fund Class 529-F-3) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 20.18 | 14.28 | 4.29 | NA | NA | NA | … | … | 5.99 | 29.26 | 4.97 | 16.00 | -22.82 | 2.80 | 20.41 |
| Sharpe Ratio | NA | 1.25 | 0.80 | 0.12 | NA | NA | NA | … | … | 0.73 | 1.70 | 0.11 | 0.94 | -1.05 | 0.18 | 15.38 |
| Standard Deviation(%) | NA | 15.96 | 15.02 | 16.77 | NA | NA | NA | … | … | 20.64 | 15.63 | 12.59 | 13.26 | 23.13 | 15.27 | 13.86 |
| Draw Down(%) | NA | 12.51 | 15.62 | 37.34 | NA | NA | NA | … | … | 12.51 | 15.62 | 9.48 | 12.63 | 32.39 | 11.84 | 1.41 |
| Yield(%) | 0.00 | 11.38 | 8.76 | 5.89 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 15.72 | 7.01 | 4.32 | 1.50 | 9.44 | 0.49 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPUX (American Funds EuroPacific Growth Fund Class 529-F-3) |
-2.73%
Dec 2020 – Dec 2023 |
4.03%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPUX (American Funds EuroPacific Growth Fund Class 529-F-3) |
19.57%
Sep 2022 – Sep 2025 |
6.00%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart