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American Funds Smallcap World C: (MF: SCWCX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$57.00 USD
+0.95 (1.70%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.05 | 90 |
| 3 months | -3.06 | 91 |
| 6 months | 0.05 | 90 |
| 1 Year | 5.91 | 86 |
| 3 Year | -6.74 | 95 |
| 5 Year | 5.84 | 83 |
| 10 Year | 6.41 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 217.37 |
| Bear Market (10/07 - 2/09) | -60.12 |
| Bull Market (2/09 - 3/21) | 454.63 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 4.85 |
| 5 Year | 5.83 |
| 10 Year | 6.41 |
| Since Inception | 7.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.21 | -3.06 | NA | NA |
| 2023 | 6.21 | 4.92 | -6.30 | 12.97 |
| 2022 | -15.72 | -19.50 | -4.78 | 7.71 |
| 2021 | 3.04 | 7.57 | -0.53 | -0.70 |
| 2020 | -22.69 | 31.58 | 10.05 | 21.84 |
| 2019 | 15.26 | 3.98 | -2.28 | 10.81 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.05 | 17.97 | -30.42 | 9.48 | 36.40 | 29.78 | -10.41 | 25.84 | 4.88 | 1.79 | 0.99 |
| % Total Return Rel to Index | -11.98 | -6.44 | -11.32 | -8.68 | 22.32 | 4.58 | 0.01 | 5.72 | -0.44 | 4.55 | -1.93 |
| % Total Return Rel to Peer | -7.94 | -0.66 | -10.85 | -6.72 | 19.73 | 5.04 | -0.38 | 3.61 | -0.69 | 4.07 | -0.89 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 2.00 | 4.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 7.40 | 1.27 | 2.49 | 3.31 | 2.50 | 0.00 | 2.83 | 4.75 |
| Expense Ratio | 1.79 | 1.79 | 1.75 | 1.75 | 1.79 | 1.82 | 1.83 | 1.87 | 1.90 | 1.87 | 1.87 |
* 1 = Top 20%, 5 = Bottom 20%