Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPCX (SMALLCAP WORLD FUND INC CLASS 529-C) | 11.89% | 24.01% | 12.03% | 1.28% | 9.02% | 8.04% | 7.22% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPCX (SMALLCAP WORLD FUND INC CLASS 529-C) | 03/15/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 24.01 | 12.03 | 1.28 | 9.02 | 8.04 | 7.22 | … | … | 11.89 | 13.18 | 1.53 | 17.92 | -30.46 | 9.26 | 36.39 | 29.74 | -10.50 | 25.78 | 4.85 | 1.74 | 0.99 | 28.19 | 20.92 | -15.06 | 23.87 | 52.24 | -49.84 | 16.18 | 21.90 | 15.51 | 16.64 | 49.15 | -23.79 |
| Sharpe Ratio | NA | 1.47 | 0.59 | -0.07 | 0.42 | NA | NA | … | … | 1.59 | 0.59 | -0.15 | 0.99 | -1.24 | 0.57 | 1.20 | 2.33 | -0.80 | 3.46 | 0.32 | 0.13 | 0.09 | 2.71 | 1.59 | -0.65 | 1.34 | 2.19 | -1.60 | 0.82 | 1.51 | 1.30 | 1.19 | 3.76 | -1.78 |
| Standard Deviation(%) | NA | 15.76 | 16.16 | 18.21 | 17.99 | NA | NA | … | … | 19.46 | 17.54 | 14.26 | 14.50 | 25.71 | 16.17 | 30.09 | 12.15 | 14.97 | 7.30 | 14.34 | 13.53 | 11.26 | 10.41 | 13.27 | 23.06 | 17.71 | 23.84 | 31.64 | 16.00 | 12.26 | 10.21 | 13.12 | 12.87 | 16.85 |
| Draw Down(%) | NA | 11.90 | 21.60 | 40.35 | 40.35 | NA | NA | … | … | 11.90 | 18.91 | 9.55 | 16.03 | 35.98 | 11.42 | 34.28 | 6.34 | 22.06 | 3.03 | 15.87 | 15.10 | 11.24 | 7.61 | 11.58 | 27.58 | 13.98 | 21.68 | 58.46 | 13.28 | 16.07 | 8.36 | 14.15 | 12.68 | 32.11 |
| Yield(%) | 0.00 | 5.38 | 2.03 | 2.83 | 4.96 | 5.32 | 5.24 | … | … | 0.00 | 5.50 | 0.00 | 0.00 | 0.00 | 10.90 | 2.48 | 6.05 | 6.56 | 5.96 | 0.00 | 6.76 | 10.33 | 6.29 | 0.75 | 0.00 | 0.86 | 0.00 | 0.00 | 12.07 | 11.30 | 3.05 | 0.35 | 0.00 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CSPCX (SMALLCAP WORLD FUND INC CLASS 529-C) |
-16.94%
Feb 2006 – Feb 2009 |
-4.62%
Feb 2004 – Feb 2009 |
4.10%
Oct 2007 – Oct 2017 |
4.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPCX (SMALLCAP WORLD FUND INC CLASS 529-C) |
33.38%
Mar 2003 – Mar 2006 |
25.62%
Oct 2002 – Oct 2007 |
14.70%
Feb 2009 – Feb 2019 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart