Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPBX (SMALLCAP WORLD FUND INC CLASS 529-B) | NA | -27.12% | -9.75% | 0.01% | -0.34% | 4.55% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPBX (SMALLCAP WORLD FUND INC CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -37.68 | -27.12 | -9.75 | 0.01 | -0.34 | 4.55 | NA | … | … | 8.00 | 4.82 | -5.05 | 0.90 | 28.20 | 20.90 | -15.10 | 24.02 | 52.29 | -49.82 | 16.17 | 21.89 | 15.52 | 16.62 | 49.10 | -23.79 |
| Sharpe Ratio | NA | 1.44 | 0.44 | 0.79 | 0.22 | NA | NA | … | … | 4.21 | 0.32 | -0.34 | 0.08 | 2.67 | 1.58 | -0.65 | 1.35 | 2.19 | -1.60 | 0.83 | 1.53 | 1.31 | 1.20 | 3.75 | -1.78 |
| Standard Deviation(%) | NA | 11.45 | 12.73 | 12.45 | 18.70 | NA | NA | … | … | 7.73 | 14.32 | 15.04 | 11.28 | 10.55 | 13.28 | 23.14 | 17.72 | 23.81 | 31.66 | 16.00 | 12.25 | 10.19 | 13.05 | 12.89 | 16.81 |
| Draw Down(%) | NA | 8.54 | 25.00 | 25.00 | 62.90 | NA | NA | … | … | 2.08 | 15.84 | 17.38 | 11.24 | 7.63 | 11.58 | 27.58 | 13.86 | 21.66 | 58.44 | 13.29 | 16.07 | 8.36 | 14.12 | 12.74 | 32.11 |
| Yield(%) | 0.00 | 0.00 | 5.52 | 5.71 | 3.62 | 5.71 | 4.29 | … | … | 0.00 | 0.00 | 6.72 | 10.27 | 6.26 | 0.42 | 0.00 | 0.80 | 0.00 | 0.00 | 12.02 | 11.22 | 2.99 | 0.33 | 0.00 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPBX (SMALLCAP WORLD FUND INC CLASS 529-B) |
-16.94%
Feb 2006 – Feb 2009 |
-4.63%
Feb 2004 – Feb 2009 |
4.26%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPBX (SMALLCAP WORLD FUND INC CLASS 529-B) |
33.38%
Mar 2003 – Mar 2006 |
25.62%
Oct 2002 – Oct 2007 |
12.25%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart