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American Funds Smallcap World Cl F-1 Shs: (MF: SCWFX)
(NASDAQ Mutual Funds) As of Sep 26, 2024 08:00 PM ET
$69.77 USD
+0.89 (1.29%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.95 | 94 |
| 3 months | 3.77 | 78 |
| 6 months | 3.42 | 93 |
| 1 Year | 11.89 | 91 |
| 3 Year | -5.89 | 94 |
| 5 Year | 7.82 | 79 |
| 10 Year | 7.77 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 230.47 |
| Bear Market (10/07 - 2/09) | -59.72 |
| Bull Market (2/09 - 3/21) | 551.50 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 6.65 |
| 5 Year | 6.59 |
| 10 Year | 7.20 |
| Since Inception | 9.19 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 3.39 | -2.87 | NA | NA |
| 2023 | 6.41 | 5.10 | -6.15 | 13.18 |
| 2022 | -15.56 | -19.37 | -4.58 | 7.89 |
| 2021 | 3.21 | 7.77 | -0.35 | -0.54 |
| 2020 | -22.57 | 31.83 | 10.26 | 22.07 |
| 2019 | 15.44 | 4.19 | -2.11 | 11.03 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.95 | 18.79 | -29.91 | 10.23 | 37.38 | 30.72 | -9.73 | 26.76 | 5.74 | 2.58 | 1.76 |
| % Total Return Rel to Index | -12.14 | -5.61 | -10.82 | -7.93 | 23.31 | 5.51 | 0.69 | 6.64 | 0.41 | 5.34 | -1.15 |
| % Total Return Rel to Peer | -8.20 | 0.15 | -10.35 | -5.97 | 20.72 | 5.97 | 0.29 | 4.53 | 0.17 | 4.86 | -0.11 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 5.00 | 1.00 | 2.00 | 3.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.31 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 7.40 | 1.27 | 2.49 | 3.31 | 2.50 | 0.00 | 2.83 | 4.75 |
| Expense Ratio | 1.09 | 1.08 | 1.05 | 1.05 | 1.08 | 1.10 | 1.09 | 1.10 | 1.11 | 1.07 | 1.09 |
* 1 = Top 20%, 5 = Bottom 20%