Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPFX (SMALLCAP WORLD FUND INC CLASS 529-F-1) | 13.13% | 25.39% | 13.34% | 0.39% | 8.91% | 8.45% | 7.74% | … | … |
Data as of 06/04/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPFX (SMALLCAP WORLD FUND INC CLASS 529-F-1) | 03/14/2002 | 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 (%) | -0.19 | 25.39 | 13.34 | 0.39 | 8.91 | 8.45 | 7.74 | … | … | 13.13 | 14.23 | 2.45 | 19.04 | -29.79 | 0.85 | 35.52 | 31.00 | -9.63 | 27.01 | 5.89 | 2.77 | 1.98 | 29.52 | 22.13 | -14.22 | 25.12 | 53.83 | -49.34 | 17.35 | 23.13 | 16.61 | 17.53 | 50.39 | -22.80 |
| Sharpe Ratio | NA | 1.55 | 0.66 | -0.11 | 0.41 | NA | NA | … | … | 1.65 | 0.65 | -0.08 | 1.07 | -1.22 | 0.04 | 1.17 | 2.43 | -0.74 | 3.63 | 0.40 | 0.20 | 0.17 | 2.83 | 1.68 | -0.62 | 1.41 | 2.26 | -1.58 | 0.89 | 1.62 | 1.41 | 1.26 | 3.87 | -1.71 |
| Standard Deviation(%) | NA | 15.79 | 16.16 | 18.78 | 18.27 | NA | NA | … | … | 19.46 | 17.57 | 14.24 | 14.50 | 25.70 | 19.16 | 30.02 | 12.15 | 14.98 | 7.29 | 14.33 | 13.53 | 11.28 | 10.41 | 13.28 | 23.07 | 17.71 | 23.82 | 31.67 | 16.00 | 12.24 | 10.17 | 13.10 | 12.85 | 16.81 |
| Draw Down(%) | NA | 11.82 | 21.36 | 44.87 | 44.87 | NA | NA | … | … | 11.82 | 18.80 | 9.49 | 15.81 | 35.50 | 18.79 | 34.22 | 6.17 | 21.81 | 2.98 | 15.76 | 14.88 | 10.99 | 7.53 | 11.42 | 27.26 | 13.89 | 21.55 | 58.10 | 13.21 | 15.98 | 8.24 | 13.91 | 12.59 | 31.81 |
| Yield(%) | 0.00 | 5.21 | 2.54 | 1.08 | 2.97 | 4.09 | 4.49 | … | … | 0.00 | 5.38 | 0.76 | 0.91 | 0.07 | 0.00 | 0.00 | 5.32 | 5.88 | 5.42 | 0.53 | 6.28 | 9.76 | 6.02 | 1.82 | 0.45 | 1.82 | 1.30 | 0.00 | 12.86 | 12.25 | 3.59 | 1.11 | 0.40 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPFX (SMALLCAP WORLD FUND INC CLASS 529-F-1) |
-16.10%
Feb 2006 – Feb 2009 |
-3.70%
Feb 2004 – Feb 2009 |
5.12%
Oct 2013 – Oct 2023 |
4.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPFX (SMALLCAP WORLD FUND INC CLASS 529-F-1) |
34.55%
Mar 2003 – Mar 2006 |
26.76%
Oct 2002 – Oct 2007 |
15.85%
Feb 2009 – Feb 2019 |
12.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart