American Funds Smallcap World C: (MF: SCWCX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$53.56 USD
+0.17 (0.32%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -4.95 | 90 |
3 months | -7.24 | 82 |
6 months | -6.15 | 94 |
1 Year | -0.97 | 95 |
3 Year | 1.36 | 94 |
5 Year | 6.06 | 96 |
10 Year | 5.61 | 82 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 217.37 |
Bear Market (10/07 - 2/09) | -60.12 |
Bull Market (2/09 - 3/21) | 476.87 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | -9.12 |
5 Year | 8.47 |
10 Year | 5.60 |
Since Inception | 6.98 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -6.71 | NA | NA | NA |
2024 | 3.21 | -3.06 | 6.25 | -4.47 |
2023 | 6.21 | 4.92 | -6.30 | 12.97 |
2022 | -15.72 | -19.50 | -4.78 | 7.71 |
2021 | 3.04 | 7.57 | -0.53 | -0.70 |
2020 | -22.69 | 31.58 | 10.05 | 21.84 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -4.95 | 1.56 | 17.97 | -30.42 | 9.48 | 36.40 | 29.78 | -10.41 | 25.84 | 4.88 | 1.79 |
% Total Return Rel to Index | -4.19 | -17.66 | -6.44 | -11.32 | -8.68 | 22.32 | 4.58 | 0.01 | 5.72 | -0.44 | 4.55 |
% Total Return Rel to Peer | -5.56 | -10.82 | -0.66 | -10.85 | -6.72 | 19.73 | 5.04 | -0.38 | 3.61 | -0.69 | 4.07 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 7.40 | 1.27 | 2.49 | 3.31 | 2.50 | 0.00 | 2.83 |
Expense Ratio | 0.00 | 1.78 | 1.79 | 1.75 | 1.75 | 1.79 | 1.82 | 1.83 | 1.87 | 1.90 | 1.87 |
* 1 = Top 20%, 5 = Bottom 20%