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American Funds Smallcap World A: (MF: SMCWX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$71.60 USD
-0.59 (-0.82%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.48 | 77 |
| 3 months | 15.03 | 15 |
| 6 months | 7.48 | 77 |
| 1 Year | 9.52 | 83 |
| 3 Year | 10.40 | 85 |
| 5 Year | 6.35 | 93 |
| 10 Year | 7.27 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 230.57 |
| Bear Market (10/07 - 2/09) | -59.73 |
| Bull Market (2/09 - 3/21) | 583.31 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 3.57 |
| 5 Year | 5.16 |
| 10 Year | 6.68 |
| Since Inception | 9.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.55 | 15.03 | NA | NA |
| 2024 | 3.39 | -2.87 | 6.46 | -4.29 |
| 2023 | 6.41 | 5.12 | -6.13 | 13.18 |
| 2022 | -15.55 | -19.35 | -4.60 | 7.90 |
| 2021 | 3.21 | 7.78 | -0.35 | -0.52 |
| 2020 | -22.57 | 31.83 | 10.27 | 22.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.48 | 2.32 | 18.85 | -29.90 | 10.27 | 37.41 | 30.76 | -9.69 | 26.83 | 5.75 | 2.58 |
| % Total Return Rel to Index | -2.26 | -16.90 | -5.56 | -10.80 | -7.88 | 23.33 | 5.56 | 0.72 | 6.71 | 0.41 | 5.34 |
| % Total Return Rel to Peer | -3.10 | -10.05 | 0.21 | -10.33 | -5.93 | 20.74 | 6.02 | 0.33 | 4.60 | 0.17 | 4.85 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.02 | 0.40 | 0.42 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 |
| % Yield | 0.03 | 0.56 | 0.57 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.32 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 7.40 | 1.27 | 2.49 | 3.31 | 2.50 | 0.00 | 2.83 |
| Expense Ratio | 1.03 | 1.04 | 1.05 | 1.01 | 1.02 | 1.06 | 1.06 | 1.04 | 1.07 | 1.10 | 1.07 |
* 1 = Top 20%, 5 = Bottom 20%