Nasdaq - Delayed Quote USD

American Funds Europacific Growth R3 (RERCX)

55.53 -0.25 (-0.45%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.40%
5y Average Return 5.18%
Number of Years Up 15
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 38.71%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 38.71%
Worst 3Y Total Return -3.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RERCX
Category
YTD
7.28%
7.01%
1-Month
3.58%
0.44%
3-Month
7.28%
6.77%
1-Year
12.75%
34.50%
3-Year
-0.80%
13.81%
5-Year
6.22%
13.83%
10-Year
4.90%
8.22%
Last Bull Market
30.65%
17.48%
Last Bear Market
-14.80%
-22.43%

Annual Total Return (%) History

Year
RERCX
Category
2024
--
--
2023
15.29%
--
2022
-23.24%
--
2021
2.19%
--
2020
24.43%
25.48%
2019
26.60%
27.83%
2018
-15.47%
-14.08%
2017
30.32%
30.87%

2016
0.39%
-2.14%
2015
-1.12%
0.95%
2014
-2.91%
-3.92%
2013
19.79%
18.58%
2012
18.89%
17.70%
2011
-13.85%
-12.30%
2010
9.07%
14.78%
2009
38.71%
38.02%
2008
-40.71%
-46.56%
2007
18.58%
16.26%
2006
21.43%
23.95%
2005
20.73%
15.23%
2004
19.23%
16.23%
2003
32.37%
33.83%
2002
--
-19.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.28% -- -- --
2023 9.70% 1.99% -6.48% 10.18%
2022 -12.39% -14.80% -9.49% 13.61%
2021 -0.61% 6.80% -2.49% -1.28%
2020 -22.58% 22.56% 9.49% 19.77%
2019 13.04% 3.71% -1.76% 9.93%
2018 0.85% -2.96% -1.03% -12.74%
2017 9.20% 7.49% 6.68% 4.07%
2016 -2.47% -0.46% 8.03% -4.28%
2015 5.82% 0.96% -9.96% 2.79%

2014 0.56% 2.79% -4.36% -1.79%
2013 2.74% -0.87% 9.37% 7.53%
2012 12.20% -6.27% 7.16% 5.50%
2011 3.40% 0.93% -20.97% 4.45%
2010 0.66% -12.13% 16.77% 5.60%
2009 -8.02% 22.21% 19.43% 3.32%
2008 -8.03% -2.39% -18.11% -19.35%
2007 2.83% 8.35% 5.12% 1.24%
2006 7.46% -0.78% 4.90% 8.57%
2005 -0.09% 0.71% 12.15% 6.98%
2004 6.68% -1.94% 0.38% 13.55%
2003 -9.75% 17.82% 9.21% 13.99%
2002 -17.66% 7.73% -- --

Rank in Category (By Total Return)

YTD 40
1-Month 14
3-Month 40
1-Year 50
3-Year 57
5-Year 67

Load Adjusted Returns

1-Year 12.75%
3-Year -0.80%
5-Year 6.22%
10-Year 4.90%

Performance & Risk

YTD Return 4.40%
5y Average Return 5.18%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family American Funds
Net Assets 141.17B
YTD Return 7.28%
Yield 1.29%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

The fund invests primarily in common stocks of issuers in Europe and the Pacific Basin that the investment adviser believes have the potential for growth. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. It normally will invest at least 80% of its net assets in securities of issuers in Europe and the Pacific Basin. The fund may invest a portion of its assets in common stocks and other securities of companies in emerging markets.

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