Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPEX (SMALLCAP WORLD FUND INC CLASS 529-E) | 12.95% | 24.91% | 12.92% | -0.10% | 8.40% | 7.95% | 7.23% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPEX (SMALLCAP WORLD FUND INC CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| 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 (%) | -0.21 | 24.91 | 12.92 | -0.10 | 8.40 | 7.95 | 7.23 | … | … | 12.95 | 13.81 | 2.10 | 18.58 | -30.06 | -0.19 | 34.79 | 30.47 | -10.04 | 26.50 | 5.46 | 2.30 | 1.56 | 28.90 | 21.56 | -14.61 | 24.49 | 53.10 | -49.59 | 16.78 | 22.52 | 16.12 | 17.28 | 49.90 | -23.44 |
| Sharpe Ratio | NA | 1.51 | 0.63 | -0.14 | 0.38 | NA | NA | … | … | 1.63 | 0.62 | -0.11 | 1.04 | -1.23 | -0.01 | 1.14 | 2.39 | -0.77 | 3.55 | 0.37 | 0.17 | 0.14 | 2.77 | 1.64 | -0.64 | 1.38 | 2.22 | -1.59 | 0.86 | 1.57 | 1.36 | 1.24 | 3.82 | -1.76 |
| Standard Deviation(%) | NA | 15.78 | 16.16 | 18.85 | 18.31 | NA | NA | … | … | 19.45 | 17.57 | 14.24 | 14.49 | 25.70 | 19.51 | 30.07 | 12.15 | 14.98 | 7.30 | 14.35 | 13.53 | 11.27 | 10.41 | 13.27 | 23.05 | 17.68 | 23.84 | 31.65 | 15.99 | 12.25 | 10.19 | 13.11 | 12.87 | 16.82 |
| Draw Down(%) | NA | 11.85 | 21.45 | 45.45 | 45.45 | NA | NA | … | … | 11.85 | 18.85 | 9.50 | 15.88 | 35.69 | 19.38 | 34.26 | 6.24 | 21.92 | 3.02 | 15.80 | 14.98 | 11.10 | 7.57 | 11.50 | 27.40 | 13.93 | 21.60 | 58.28 | 13.24 | 16.03 | 8.27 | 13.99 | 12.67 | 31.91 |
| Yield(%) | 0.00 | 5.22 | 2.31 | 0.96 | 2.85 | 3.93 | 4.26 | … | … | 0.00 | 5.38 | 0.41 | 0.57 | 0.00 | 0.00 | 0.00 | 5.57 | 6.12 | 5.61 | 0.10 | 6.45 | 9.96 | 6.11 | 1.32 | 0.02 | 1.34 | 0.62 | 0.00 | 12.42 | 11.75 | 3.37 | 0.90 | 0.09 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CSPEX (SMALLCAP WORLD FUND INC CLASS 529-E) |
-16.52%
Feb 2006 – Feb 2009 |
-4.12%
Feb 2004 – Feb 2009 |
4.61%
Oct 2013 – Oct 2023 |
3.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPEX (SMALLCAP WORLD FUND INC CLASS 529-E) |
34.10%
Mar 2003 – Mar 2006 |
26.28%
Oct 2002 – Oct 2007 |
15.33%
Feb 2009 – Feb 2019 |
12.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart