Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEBX (SMALLCAP WORLD FUND INC CLASS R-2E) | 12.85% | 24.66% | 12.70% | 1.63% | 9.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEBX (SMALLCAP WORLD FUND INC CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 24.66 | 12.70 | 1.63 | 9.45 | NA | NA | … | … | 12.85 | 10.07 | 1.89 | 18.37 | -30.20 | 9.65 | 36.86 | 30.48 | -10.19 | 26.29 | 5.34 | 2.45 | -1.50 |
| Sharpe Ratio | NA | 1.50 | 0.62 | -0.05 | 0.45 | NA | NA | … | … | 1.61 | 0.41 | -0.12 | 1.02 | -1.23 | 0.60 | 1.21 | 2.40 | -0.77 | 3.48 | 0.36 | 0.18 | -0.36 |
| Standard Deviation(%) | NA | 15.80 | 16.17 | 18.21 | 17.99 | NA | NA | … | … | 19.45 | 18.03 | 14.23 | 14.50 | 25.70 | 16.17 | 30.09 | 12.10 | 14.99 | 7.40 | 14.30 | 13.57 | 12.18 |
| Draw Down(%) | NA | 11.86 | 21.52 | 40.09 | 40.09 | NA | NA | … | … | 11.86 | 18.87 | 9.51 | 15.94 | 35.80 | 11.31 | 34.25 | 6.28 | 21.97 | 3.03 | 15.78 | 14.99 | 9.37 |
| Yield(%) | 0.00 | 4.89 | 2.06 | 2.59 | 4.65 | 3.72 | 2.79 | … | … | 0.00 | 5.04 | 0.22 | 0.38 | 0.00 | 9.58 | 2.19 | 5.63 | 5.92 | 5.43 | 0.16 | 6.25 | 9.34 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEBX (SMALLCAP WORLD FUND INC CLASS R-2E) |
-6.89%
Apr 2021 – Apr 2024 |
0.10%
Mar 2021 – Mar 2026 |
5.98%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEBX (SMALLCAP WORLD FUND INC CLASS R-2E) |
25.11%
Dec 2018 – Dec 2021 |
19.73%
Feb 2016 – Feb 2021 |
10.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart