American Funds - Europacific Growth Fund Class R-5 Shares: (MF: RERFX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$60.05 USD
+0.22 (0.37%)
Latest Performance as of Aug 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.80 | 35 |
3 months | 3.39 | 65 |
6 months | 7.83 | 65 |
1 Year | 17.04 | 48 |
3 Year | -1.72 | 61 |
5 Year | 7.63 | 44 |
10 Year | 5.79 | 16 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -51.11 |
Bull Market (2/09 - 3/21) | 299.91 |
Load Adjusted Returns as of Aug 31, 2024
1 Year | 10.78 |
5 Year | 6.00 |
10 Year | 5.19 |
Since Inception | 8.13 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.45 | -0.24 | NA | NA |
2023 | 9.84 | 2.15 | -6.35 | 10.36 |
2022 | -12.26 | -14.65 | -9.36 | 13.80 |
2021 | -0.44 | 6.95 | -2.34 | -1.12 |
2020 | -22.46 | 22.77 | 9.65 | 19.94 |
2019 | 13.19 | 3.86 | -1.59 | 10.07 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.80 | 15.96 | -22.76 | 2.79 | 25.19 | 27.35 | -14.95 | 31.07 | 1.00 | -0.53 | -2.35 |
% Total Return Rel to Index | -0.62 | -2.89 | -6.27 | -14.57 | 19.75 | 8.92 | 1.18 | 9.27 | 2.88 | 2.74 | 4.98 |
% Total Return Rel to Peer | 1.55 | 1.14 | -3.04 | -3.63 | 10.46 | 5.01 | 1.07 | 2.15 | -1.74 | 4.02 | 2.30 |
% Perf Quintile vs Peer* | 0.00 | 3.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 |
% Dividends | 0.24 | 1.07 | 0.70 | 1.14 | 0.26 | 0.74 | 0.77 | 0.64 | 0.71 | 0.94 | 0.79 |
% Yield | 0.38 | 1.87 | 1.35 | 1.55 | 0.35 | 1.25 | 1.55 | 1.04 | 1.49 | 1.94 | 1.60 |
Capital Gains ($) | 1.14 | 1.05 | 0.26 | 5.40 | 0.00 | 0.97 | 2.23 | 2.12 | 0.00 | 0.59 | 0.00 |
Expense Ratio | 0.52 | 0.51 | 0.51 | 0.51 | 0.52 | 0.54 | 0.53 | 0.54 | 0.54 | 0.53 | 0.54 |
* 1 = Top 20%, 5 = Bottom 20%