Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSLBX (SMALLCAP WORLD FUND INC CLASS R-2) | 8.52% | 8.58% | 8.41% | 2.45% | 5.42% | 7.46% | 6.70% | 7.61% |
Data as of 07/24/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSLBX (SMALLCAP WORLD FUND INC CLASS R-2) | 06/10/2002 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.54 | 8.58 | 8.41 | 2.45 | 5.42 | 7.46 | 6.70 | 7.61 | 8.52 | 1.59 | 18.02 | -30.42 | -1.58 | 33.94 | 29.84 | -10.46 | 25.90 | 4.99 | 1.87 | 1.09 | 28.39 | 21.03 | -15.01 | 23.94 | 52.20 | -49.89 | 16.26 | 22.00 | 15.63 | 16.84 | 49.38 | -19.91 |
| Sharpe Ratio | NA | 0.15 | 0.36 | 0.01 | 0.20 | NA | NA | 0.36 | 0.56 | -0.35 | 0.96 | -1.24 | -0.08 | 1.12 | 2.35 | -0.79 | 3.48 | 0.33 | 0.14 | 0.10 | 2.72 | 1.59 | -0.65 | 1.35 | 2.19 | -1.60 | 0.83 | 1.54 | 1.32 | 1.21 | 3.78 | -1.80 |
| Standard Deviation(%) | NA | 18.52 | 17.21 | 19.07 | 18.31 | NA | NA | 17.81 | 20.69 | 14.24 | 14.49 | 25.69 | 20.03 | 30.05 | 12.09 | 14.98 | 7.30 | 14.31 | 13.54 | 11.28 | 10.41 | 13.27 | 23.05 | 17.72 | 23.82 | 31.66 | 16.00 | 12.22 | 10.19 | 13.10 | 12.87 | 18.63 |
| Draw Down(%) | NA | 21.60 | 21.60 | 46.25 | 46.25 | NA | NA | 62.94 | 18.92 | 9.52 | 16.00 | 35.95 | 20.24 | 34.27 | 6.34 | 22.04 | 3.04 | 15.83 | 15.08 | 11.22 | 7.61 | 11.53 | 27.53 | 13.97 | 21.71 | 58.48 | 13.26 | 16.06 | 8.30 | 14.08 | 12.69 | 27.31 |
| Yield(%) | 0.00 | 0.02 | 0.07 | 0.03 | 2.41 | 3.96 | 4.39 | 5.64 | 0.00 | 0.02 | 0.18 | 0.00 | 0.00 | 0.00 | 5.96 | 6.47 | 5.89 | 0.00 | 6.70 | 10.26 | 6.26 | 0.83 | 0.00 | 0.87 | 0.00 | 0.00 | 12.10 | 11.38 | 3.16 | 0.60 | 0.11 | 0.00 |
Data as of 07/24/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLBX (SMALLCAP WORLD FUND INC CLASS R-2) |
-16.93%
Feb 2006 - Feb 2009 |
-4.56%
Feb 2004 - Feb 2009 |
4.00%
Oct 2013 - Oct 2023 |
3.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLBX (SMALLCAP WORLD FUND INC CLASS R-2) |
33.56%
Mar 2003 - Mar 2006 |
25.78%
Oct 2002 - Oct 2007 |
14.80%
Feb 2009 - Feb 2019 |
11.61%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart