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SCWCX: American Fds Smallcap World (MUTUAL FUND)
Basic Info 55.63 0.13(0.23%) May 19
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 12/19/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.66% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 1.8 | 1.2 | 5.3 | 4.5 | 4.7 | 7.2 | 6.7 | 7.0 | 1.6 | 18.0 | -30.4 | -2.0 | 33.8 | 29.8 | -10.5 | 25.9 | 4.9 | 1.8 | 1.0 | 28.3 | 21.0 | -15.0 | 23.9 | 52.4 | -49.8 | 16.3 | 22.0 | 15.6 | 16.8 | 49.3 | -22.9 | 5.8 |
| Sharpe Ratio | NA | 0.05 | -0.29 | 0.06 | 0.08 | 0.15 | NA | NA | 0.32 | -0.35 | 0.95 | -1.24 | -0.1 | 1.11 | 2.35 | -0.79 | 3.46 | 0.33 | 0.13 | 0.09 | 2.71 | 1.59 | -0.65 | 1.35 | 2.2 | -1.6 | 0.83 | 1.53 | 1.32 | 1.21 | 3.78 | -1.44 | 0.26 |
| Draw Down(%) | NA | 18.9 | 21.6 | 21.6 | 46.5 | 46.5 | NA | NA | 62.9 | 9.5 | 16.0 | 36.0 | 20.6 | 34.3 | 6.3 | 22.0 | 3.0 | 15.9 | 15.1 | 11.2 | 7.6 | 11.6 | 27.5 | 14.0 | 21.7 | 58.4 | 13.3 | 16.1 | 8.3 | 14.1 | 12.7 | 32.1 | 33.5 |
| Standard Deviation(%) | NA | 23.5 | 18.5 | 18.1 | 19.4 | 18.3 | NA | NA | 18.0 | 14.2 | 14.5 | 25.7 | 20.3 | 30.0 | 12.1 | 15.0 | 7.3 | 14.3 | 13.5 | 11.3 | 10.4 | 13.3 | 23.1 | 17.7 | 23.8 | 31.6 | 16.0 | 12.3 | 10.2 | 13.1 | 12.8 | 16.7 | 23.2 |
| Treynor Ratio | NA | 0.01 | -0.05 | 0.01 | 0.01 | 0.03 | NA | NA | 0.07 | -0.05 | 0.13 | -0.27 | -0.02 | 0.35 | 0.28 | -0.12 | 0.3 | 0.06 | 0.02 | 0.01 | 0.38 | 0.28 | -0.18 | 0.3 | 0.67 | -0.73 | 0.17 | 0.25 | 0.19 | 0.23 | 0.78 | -0.43 | 0.06 |
| Alpha | NA | -0.12 | -0.03 | -0.02 | -0.03 | 0.0 | NA | NA | 0.01 | -0.01 | 0.01 | -0.06 | -0.04 | 0.08 | 0.03 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | 0.06 | 0.02 | -0.01 | 0.05 | 0.07 | -0.12 | 0.01 | 0.01 | 0.01 | 0.01 | 0.07 | -0.07 | 0.09 |
| Beta | NA | 1.1 | 1.01 | 1.06 | 1.06 | 0.98 | NA | NA | 0.81 | 0.95 | 1.05 | 1.16 | 1.09 | 0.96 | 1.01 | 0.97 | 0.83 | 0.77 | 0.78 | 0.84 | 0.73 | 0.77 | 0.85 | 0.79 | 0.78 | 0.69 | 0.81 | 0.75 | 0.72 | 0.7 | 0.62 | 0.56 | 0.95 |
| RSquared | NA | 0.81 | 0.73 | 0.78 | 0.71 | 0.77 | NA | NA | 0.76 | 0.66 | 0.77 | 0.84 | 0.49 | 0.89 | 0.76 | 0.77 | 0.66 | 0.82 | 0.78 | 0.65 | 0.74 | 0.86 | 0.93 | 0.89 | 0.91 | 0.91 | 0.88 | 0.76 | 0.54 | 0.49 | 0.51 | 0.53 | 0.54 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 2.4 | 4.2 | 4.8 | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 6.2 | 6.7 | 6.1 | 0.0 | 6.9 | 10.5 | 6.4 | 0.8 | 0.0 | 1.0 | 0.1 | 0.0 | 12.4 | 11.5 | 3.2 | 0.5 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -98.1 | -99.6 | -35.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | -24.7 | 32.5 | N/A | -100.0 | -40.4 | 95.3 | 876.7 | N/A | -100.0 | 2325.0 | N/A | -100.0 | 15.9 | 323.0 | 637.5 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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