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American Funds - Europacific Growth Fund Class R-2 Shares: (MF: RERBX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$55.69 USD
-1.02 (-1.80%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.01 | 45 |
| 3 months | 3.12 | 72 |
| 6 months | 7.26 | 72 |
| 1 Year | 15.81 | 58 |
| 3 Year | -2.73 | 65 |
| 5 Year | 6.52 | 62 |
| 10 Year | 4.69 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 202.53 |
| Bear Market (10/07 - 2/09) | -51.84 |
| Bull Market (2/09 - 3/21) | 239.86 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 9.63 |
| 5 Year | 4.90 |
| 10 Year | 4.10 |
| Since Inception | 9.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.15 | -0.49 | NA | NA |
| 2023 | 9.57 | 1.88 | -6.58 | 10.06 |
| 2022 | -12.48 | -14.86 | -9.59 | 13.50 |
| 2021 | -0.70 | 6.69 | -2.60 | -1.40 |
| 2020 | -22.64 | 22.42 | 9.36 | 19.61 |
| 2019 | 12.89 | 3.61 | -1.87 | 9.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.01 | 14.78 | -23.54 | 1.73 | 23.88 | 26.00 | -15.85 | 29.71 | -0.06 | -1.52 | -3.37 |
| % Total Return Rel to Index | -1.40 | -4.07 | -7.06 | -15.63 | 18.45 | 7.57 | 0.28 | 7.91 | 1.81 | 1.75 | 3.96 |
| % Total Return Rel to Peer | 0.77 | -0.04 | -3.83 | -4.69 | 9.16 | 3.66 | 0.17 | 0.79 | -2.81 | 3.02 | 1.28 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.11 | 0.56 | 0.35 | 0.56 | 0.00 | 0.25 | 0.30 | 0.09 | 0.22 | 0.43 | 0.27 |
| % Yield | 0.18 | 1.05 | 0.70 | 0.79 | 0.00 | 0.44 | 0.63 | 0.15 | 0.47 | 0.92 | 0.55 |
| Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.23 | 2.12 | 0.00 | 0.59 | 0.00 |
| Expense Ratio | 1.56 | 1.52 | 1.55 | 1.55 | 1.57 | 1.60 | 1.58 | 1.60 | 1.58 | 1.57 | 1.57 |
* 1 = Top 20%, 5 = Bottom 20%