American Funds - Europacific Growth Fund Class R-3 Shares: (MF: RERCX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$56.64 USD
+0.17 (0.30%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.35 | 41 |
3 months | 3.24 | 69 |
6 months | 7.51 | 69 |
1 Year | 16.34 | 53 |
3 Year | -2.31 | 63 |
5 Year | 6.99 | 55 |
10 Year | 5.15 | 29 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 209.60 |
Bear Market (10/07 - 2/09) | -51.49 |
Bull Market (2/09 - 3/21) | 264.62 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 10.13 |
5 Year | 5.37 |
10 Year | 4.56 |
Since Inception | 9.53 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.27 | -0.37 | NA | NA |
2023 | 9.70 | 1.99 | -6.47 | 10.18 |
2022 | -12.38 | -14.79 | -9.49 | 13.61 |
2021 | -0.60 | 6.80 | -2.49 | -1.28 |
2020 | -22.57 | 22.56 | 9.48 | 19.76 |
2019 | 13.03 | 3.71 | -1.76 | 9.91 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.35 | 15.29 | -23.23 | 2.18 | 24.43 | 26.59 | -15.48 | 30.31 | 0.38 | -1.12 | -2.91 |
% Total Return Rel to Index | -1.06 | -3.56 | -6.75 | -15.18 | 18.99 | 8.16 | 0.65 | 8.50 | 2.26 | 2.15 | 4.42 |
% Total Return Rel to Peer | 1.11 | 0.47 | -3.52 | -4.25 | 9.70 | 4.25 | 0.55 | 1.38 | -2.36 | 3.43 | 1.74 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 2.00 | 2.00 | 3.00 | 3.00 | 4.00 | 3.00 | 2.00 |
% Dividends | 0.16 | 0.74 | 0.46 | 0.74 | 0.00 | 0.41 | 0.47 | 0.31 | 0.42 | 0.64 | 0.49 |
% Yield | 0.26 | 1.35 | 0.92 | 1.02 | 0.00 | 0.71 | 0.96 | 0.52 | 0.89 | 1.34 | 1.00 |
Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.23 | 2.12 | 0.00 | 0.59 | 0.00 |
Expense Ratio | 1.11 | 1.11 | 1.11 | 1.12 | 1.13 | 1.14 | 1.14 | 1.14 | 1.14 | 1.13 | 1.14 |
* 1 = Top 20%, 5 = Bottom 20%