Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSWFX (American Funds SMALLCAP World Fund Class 529-F-2) | 12.39% | 25.32% | 13.22% | 2.36% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSWFX (American Funds SMALLCAP World Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 25.32 | 13.22 | 2.36 | NA | NA | NA | … | … | 12.39 | 14.37 | 2.59 | 19.22 | -29.71 | 10.39 | 23.15 |
| Sharpe Ratio | NA | 1.56 | 0.67 | -0.01 | NA | NA | NA | … | … | 1.66 | 0.66 | -0.07 | 1.08 | -1.22 | 0.64 | 20.03 |
| Standard Deviation(%) | NA | 15.76 | 16.15 | 18.20 | NA | NA | NA | … | … | 19.46 | 17.55 | 14.23 | 14.49 | 25.69 | 16.16 | 12.96 |
| Draw Down(%) | NA | 11.81 | 21.32 | 39.62 | NA | NA | NA | … | … | 11.81 | 18.78 | 9.48 | 15.76 | 35.45 | 11.12 | 0.86 |
| Yield(%) | 0.00 | 5.40 | 2.71 | 2.89 | 2.09 | 1.40 | 1.05 | … | … | 0.00 | 5.55 | 0.91 | 1.09 | 0.16 | 9.36 | 1.94 |
Data as of 06/03/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWFX (American Funds SMALLCAP World Fund Class 529-F-2) |
-6.24%
Apr 2021 – Apr 2024 |
0.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWFX (American Funds SMALLCAP World Fund Class 529-F-2) |
14.38%
May 2023 – May 2026 |
2.37%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart