American Funds - Europacific Growth Fund Class R-1 Shares: (MF: RERAX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$51.38 USD
+0.16 (0.31%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.63 | 38 |
3 months | -0.50 | 70 |
6 months | 6.63 | 38 |
1 Year | 9.63 | 56 |
3 Year | -3.52 | 66 |
5 Year | 4.89 | 59 |
10 Year | 4.09 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 202.41 |
Bear Market (10/07 - 2/09) | -51.80 |
Bull Market (2/09 - 3/21) | 225.82 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 9.63 |
5 Year | 4.88 |
10 Year | 4.09 |
Since Inception | 9.04 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.17 | -0.50 | NA | NA |
2023 | 9.59 | 1.86 | -6.58 | 10.05 |
2022 | -12.47 | -14.89 | -9.57 | 13.47 |
2021 | -0.69 | 6.67 | -2.61 | -1.41 |
2020 | -22.66 | 22.43 | 9.35 | 19.62 |
2019 | 12.89 | 3.60 | -1.87 | 9.78 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.63 | 14.77 | -23.57 | 1.71 | 23.86 | 25.99 | -15.84 | 29.70 | -0.09 | -1.57 | -3.37 |
% Total Return Rel to Index | 0.90 | -4.08 | -7.08 | -15.65 | 18.42 | 7.56 | 0.29 | 7.89 | 1.79 | 1.70 | 3.96 |
% Total Return Rel to Peer | 1.21 | -0.04 | -3.85 | -4.71 | 9.13 | 3.65 | 0.18 | 0.77 | -2.84 | 2.97 | 1.28 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 |
% Dividends | 0.10 | 0.51 | 0.30 | 0.51 | 0.00 | 0.24 | 0.30 | 0.08 | 0.24 | 0.43 | 0.28 |
% Yield | 0.18 | 0.92 | 0.61 | 0.72 | 0.00 | 0.41 | 0.63 | 0.14 | 0.52 | 0.91 | 0.58 |
Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.24 | 2.12 | 0.00 | 0.59 | 0.00 |
Expense Ratio | 1.56 | 1.56 | 1.56 | 1.57 | 1.58 | 1.60 | 1.60 | 1.61 | 1.61 | 1.59 | 1.61 |
* 1 = Top 20%, 5 = Bottom 20%