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RERFX

American Funds EUPAC Fund Class R-5

Mutual fund

$63.19+0.28 (+0.45%)Close Oct 2, 2026

May 15, 2002 – Oct 2, 2026, Dividends reinvested

Final balance
$65,746
CAGR
+8.03%
Max drawdown
−53.80%
Sharpe ratio
0.52

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Growth of $10,000

Trailing returns

Annualized from 3Y
1M
−1.60%
3M
+0.21%
6M
+12.62%
YTD
+10.65%
1Y
+14.42%
3Y
+18.83%
5Y
+5.77%
10Y
+8.95%
15Y
+8.99%
20Y
+6.57%
Since 2002
+8.03%

Metrics

Since 2002
Volatility18.22%
Sortino ratio0.72
Calmar ratio0.15
Best year, 2009+39.56%
Worst year, 2008−40.40%
Positive years17 of 23
Longest drawdown5.9 years

Worst drawdowns

Since 2002
DeclinePeakBottomRecoveredLength
−53.8%Oct 2007Mar 2009Sep 20135.9 years
−37.3%Sep 2021Sep 2022Jun 20253.8 years
−32.6%Jan 2020Mar 2020Jul 20206 months
−27.3%May 2002Mar 2003Sep 20031.3 years
−23.8%Jan 2018Dec 2018Dec 20191.9 years

Annual returns

2002 from May 15 · 2026 through Oct 2