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American Funds Europacific Growth Cl F-1 Shs: (MF: AEGFX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$59.18 USD
+0.73 (1.25%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.24 | 45 |
| 3 months | 3.65 | 80 |
| 6 months | 8.36 | 65 |
| 1 Year | 8.55 | 53 |
| 3 Year | -1.96 | 62 |
| 5 Year | 6.07 | 53 |
| 10 Year | 5.19 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 215.16 |
| Bear Market (10/07 - 2/09) | -51.30 |
| Bull Market (2/09 - 3/21) | 269.03 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 10.40 |
| 5 Year | 5.64 |
| 10 Year | 4.85 |
| Since Inception | 9.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.34 | -0.32 | NA | NA |
| 2023 | 9.77 | 2.05 | -6.42 | 10.25 |
| 2022 | -12.32 | -14.72 | -9.42 | 13.68 |
| 2021 | -0.52 | 6.85 | -2.42 | -1.22 |
| 2020 | -22.52 | 22.66 | 9.55 | 19.84 |
| 2019 | 13.10 | 3.79 | -1.69 | 9.98 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.24 | 15.58 | -23.02 | 2.45 | 24.77 | 26.93 | -15.23 | 30.67 | 0.65 | -0.85 | -2.66 |
| % Total Return Rel to Index | -0.62 | -3.27 | -6.54 | -14.91 | 19.33 | 8.50 | 0.90 | 8.87 | 2.53 | 2.42 | 4.67 |
| % Total Return Rel to Peer | 0.65 | 0.76 | -3.30 | -3.98 | 10.04 | 4.59 | 0.79 | 1.75 | -2.10 | 3.70 | 1.99 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 3.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.20 | 0.87 | 0.56 | 0.90 | 0.10 | 0.56 | 0.57 | 0.46 | 0.54 | 0.77 | 0.59 |
| % Yield | 0.32 | 1.54 | 1.09 | 1.22 | 0.14 | 0.94 | 1.16 | 0.75 | 1.14 | 1.59 | 1.19 |
| Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.24 | 2.12 | 0.00 | 0.59 | 0.00 |
| Expense Ratio | 0.86 | 0.85 | 0.84 | 0.84 | 0.85 | 0.87 | 0.86 | 0.87 | 0.86 | 0.86 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%