Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REREX (EUROPACIFIC GROWTH FUND CLASS R-4) | 7.09% | 22.23% | 15.01% | 4.28% | 8.80% | 6.82% | 6.34% | … | … |
Data as of 06/05/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REREX (EUROPACIFIC GROWTH FUND CLASS R-4) | 06/10/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.80 | 22.23 | 15.01 | 4.28 | 8.80 | 6.82 | 6.34 | … | … | 7.09 | 28.87 | 4.65 | 15.70 | -23.04 | 2.49 | 24.81 | 26.98 | -15.23 | 30.72 | 0.68 | -0.79 | -2.66 | 20.17 | 19.23 | -13.61 | 9.47 | 39.14 | -40.58 | 19.01 | 21.83 | 21.05 | 19.63 | 32.88 | -14.51 |
| Sharpe Ratio | NA | 1.66 | 0.89 | 0.16 | 0.45 | NA | NA | … | … | 1.38 | 1.67 | 0.08 | 0.92 | -1.06 | 0.16 | 0.86 | 2.24 | -1.12 | 4.22 | 0.03 | -0.06 | -0.25 | 1.74 | 1.28 | -0.54 | 0.46 | 1.53 | -1.12 | 0.94 | 1.36 | 1.78 | 1.28 | 2.28 | -1.19 |
| Standard Deviation(%) | NA | 15.36 | 14.88 | 16.68 | 16.98 | NA | NA | … | … | 19.90 | 15.66 | 12.61 | 13.27 | 23.12 | 15.26 | 28.59 | 11.39 | 14.91 | 7.15 | 16.27 | 14.17 | 10.76 | 11.60 | 15.10 | 25.49 | 20.41 | 25.50 | 36.85 | 17.04 | 13.57 | 10.57 | 14.54 | 14.08 | 21.26 |
| Draw Down(%) | NA | 12.54 | 15.75 | 37.54 | 37.54 | NA | NA | … | … | 12.54 | 15.66 | 9.49 | 12.69 | 32.54 | 11.92 | 32.61 | 7.48 | 24.03 | 3.27 | 13.35 | 15.19 | 11.22 | 10.23 | 14.03 | 26.24 | 16.80 | 21.07 | 51.46 | 12.43 | 16.85 | 7.05 | 11.00 | 16.22 | 22.65 |
| Yield(%) | 0.00 | 14.03 | 8.77 | 5.80 | 6.44 | 5.15 | 5.07 | … | … | 0.00 | 15.83 | 6.82 | 4.08 | 1.35 | 9.32 | 0.21 | 3.55 | 5.10 | 5.88 | 1.29 | 2.99 | 1.36 | 1.11 | 1.99 | 1.45 | 1.57 | 2.22 | 4.35 | 9.98 | 8.34 | 5.82 | 1.74 | 1.53 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REREX (EUROPACIFIC GROWTH FUND CLASS R-4) |
-11.06%
Feb 2006 – Feb 2009 |
-3.34%
Oct 2007 – Oct 2012 |
2.63%
Dec 2006 – Dec 2016 |
1.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REREX (EUROPACIFIC GROWTH FUND CLASS R-4) |
31.81%
Mar 2003 – Mar 2006 |
24.10%
Oct 2002 – Oct 2007 |
11.47%
Mar 2003 – Mar 2013 |
10.45%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart