Page 389 - DCAC February 2024 Files
P. 389

24.0                  (21)  (64)        (19)  (30)
                                                   Standard  Deviation  19.07  18.17  18.72  2016  1.01  -3.04  -1.94  3  Years  Ending  Dec-2017  9.66  9.15  8.33

                                              20.0  Return  8.04  8.81  8.40


           (5 YEARS*)                         16.0  12.0  Risk (Standard Deviation %)  MSCI EAFE Growth Index (Net)  2017  (28)  31.17  (49)  28.86  28.61  3  Years  Ending  Dec-2018  (22)  4.08  (46)  2.89  2.68


           RISK VS. RETURN  15.0  12.0  9.0  6.0  3.0  0.0  8.0  Amer Funds EuPc          Median    2018  (54)  -14.91  (31)  -12.83  -14.67  3  Years  Ending  Dec-2019  (41)  12.45  (36)  12.84  11.89





                               Return  (% )
                                                                    (54)  (43)        (30)  (50)
                                                    (38)  (31)    2019  27.40  27.90  27.50  3  Years  Ending  Dec-2020  10.74  9.67  9.60
                                                10  Years  4.90  5.15  4.42

                                                    (48)  (35)      (17)  (56)        (50)  (40)
                                                  Years
                                                7   7.35  7.99  7.28  2020  25.27  18.29  20.00  3  Years  Ending  Dec-2021  17.95  18.95  17.94
                                                    (62)  (42)
                                                5  Years  8.04  8.81  8.40  (86)  (29)  (71)  (59)
                                                    (69)  (51)    2021  2.84  11.25  8.88  3  Years  Ending  Dec-2022  -0.15  0.47  0.92
                                                  Years
                                                3   -2.66  0.26  0.33
           PEER GROUP ANALYSIS - IM International Large Cap Growth Equity (MF)
                                                    (37)  (21)      (60)  (64)        (69)  (51)
                                                1  Year           2022          3  Years  Ending  Dec-2023  64
                                                    16.05  17.58  15.54  -22.72  -22.95  -20.24  -2.66  0.26  0.33
                                                    (37)  (21)
                                                Year  To Date  16.05  17.58  15.54

                                                    (59)  (18)
                                                Last  Quarter  10.37  12.72  10.83 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS  ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS



              28.0  20.0   12.0  Return  4.0  -4.0  -12.0               IM International Large Cap Growth Equity (MF) Median  IM International Large Cap Growth Equity (MF) Median


                                                    Amer Funds EuPc     MSCI EAFE Growth Index (Net)      Median  Amer Funds EuPc  MSCI EAFE Gr Idx Net  Amer Funds EuPc  MSCI EAFE Gr Idx Net




       Amer Funds EuPc 12/31/23  FUND INFORMATION  Capital  Fund  Group/American Funds  Family :  05/01/2009 Fund Inception :  Team Managed Portfolio  Manager :  $65,936 Million  Total  Assets :  34% Turnover :  Investment Strategy: This fund's managers are focused on long term capital growth. They primarily invest in common stocks of European and Pacific Basin issuers that have prospects of above average capital appreciation.
   384   385   386   387   388   389   390   391   392   393   394