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American Funds - Smallcap World Fund Inc Class R-2 Shares: (MF: RSLBX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$57.36 USD
+1.50 (2.69%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.94 | 90 |
| 3 months | -7.23 | 82 |
| 6 months | -6.14 | 93 |
| 1 Year | -0.95 | 95 |
| 3 Year | 1.39 | 94 |
| 5 Year | 6.08 | 96 |
| 10 Year | 5.14 | 88 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 217.89 |
| Bear Market (10/07 - 2/09) | -60.21 |
| Bull Market (2/09 - 3/21) | 451.61 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -8.20 |
| 5 Year | 8.50 |
| 10 Year | 5.12 |
| Since Inception | 7.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.71 | NA | NA | NA |
| 2024 | 3.22 | -3.05 | 6.26 | -4.47 |
| 2023 | 6.23 | 4.94 | -6.30 | 12.99 |
| 2022 | -15.72 | -19.49 | -4.77 | 7.71 |
| 2021 | 3.03 | 7.58 | -0.53 | -0.71 |
| 2020 | -22.71 | 31.61 | 10.07 | 21.85 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.94 | 1.58 | 18.02 | -30.42 | 9.47 | 36.42 | 29.83 | -10.38 | 19.92 | 4.99 | 1.84 |
| % Total Return Rel to Index | -4.18 | -17.64 | -6.39 | -11.32 | -8.68 | 22.35 | 4.63 | 0.04 | -0.19 | -0.33 | 4.60 |
| % Total Return Rel to Peer | -5.55 | -10.79 | -0.61 | -10.85 | -6.73 | 19.75 | 5.09 | -0.35 | -2.30 | -0.58 | 4.11 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 4.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.01 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 7.40 | 1.27 | 2.49 | 3.31 | 0.00 | 0.00 | 2.83 |
| Expense Ratio | 0.00 | 1.75 | 1.76 | 1.76 | 1.75 | 1.78 | 1.79 | 1.79 | 1.80 | 1.84 | 1.79 |
* 1 = Top 20%, 5 = Bottom 20%