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American Funds - Europacific Growth Fund Class R-4 Shares: (MF: REREX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$56.72 USD
+0.59 (1.05%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.56 | 39 |
| 3 months | 3.31 | 67 |
| 6 months | 7.67 | 67 |
| 1 Year | 16.69 | 50 |
| 3 Year | -2.02 | 62 |
| 5 Year | 7.31 | 50 |
| 10 Year | 5.47 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 214.78 |
| Bear Market (10/07 - 2/09) | -51.32 |
| Bull Market (2/09 - 3/21) | 281.62 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 10.46 |
| 5 Year | 5.68 |
| 10 Year | 4.88 |
| Since Inception | 9.85 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.34 | -0.30 | NA | NA |
| 2023 | 9.78 | 2.05 | -6.39 | 10.27 |
| 2022 | -12.31 | -14.72 | -9.42 | 13.68 |
| 2021 | -0.51 | 6.87 | -2.41 | -1.22 |
| 2020 | -22.51 | 22.65 | 9.56 | 19.85 |
| 2019 | 13.12 | 3.78 | -1.68 | 9.99 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.56 | 15.64 | -22.99 | 2.48 | 24.80 | 26.96 | -15.22 | 30.69 | 0.68 | -0.82 | -2.65 |
| % Total Return Rel to Index | -0.85 | -3.21 | -6.51 | -14.88 | 19.37 | 8.53 | 0.91 | 8.89 | 2.56 | 2.45 | 4.68 |
| % Total Return Rel to Peer | 1.32 | 0.82 | -3.28 | -3.95 | 10.07 | 4.62 | 0.80 | 1.77 | -2.06 | 3.73 | 2.00 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 3.00 | 3.00 | 4.00 | 2.00 | 2.00 |
| % Dividends | 0.20 | 0.89 | 0.58 | 0.93 | 0.11 | 0.58 | 0.60 | 0.48 | 0.56 | 0.79 | 0.64 |
| % Yield | 0.32 | 1.60 | 1.14 | 1.28 | 0.16 | 0.99 | 1.23 | 0.79 | 1.20 | 1.65 | 1.31 |
| Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.23 | 2.12 | 0.00 | 0.59 | 0.00 |
| Expense Ratio | 0.81 | 0.81 | 0.81 | 0.81 | 0.82 | 0.84 | 0.83 | 0.85 | 0.85 | 0.84 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%