Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCWBX (SMALLCAP WORLD FUND INC CLASS B) | NA | -39.29% | -15.01% | -3.49% | -2.07% | 3.39% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCWBX (SMALLCAP WORLD FUND INC CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -48.11 | -39.29 | -15.01 | -3.49 | -2.07 | 3.39 | NA | … | … | -43.98 | 4.94 | 1.82 | 1.05 | 28.31 | 21.03 | -15.00 | 23.94 | 52.31 | -49.78 | 16.27 | 22.02 | 15.65 | 16.85 | 49.31 | -22.90 | -17.98 | -24.76 |
| Sharpe Ratio | NA | -0.60 | -0.38 | -0.11 | -0.09 | NA | NA | … | … | -0.70 | 0.33 | 0.13 | 0.09 | 2.72 | 1.59 | -0.65 | 1.35 | 2.19 | -1.60 | 0.83 | 1.54 | 1.32 | 1.21 | 3.79 | -1.44 | -0.87 | -1.55 |
| Standard Deviation(%) | NA | 66.55 | 39.99 | 31.89 | 27.88 | NA | NA | … | … | 126.81 | 14.33 | 13.52 | 11.26 | 10.41 | 13.28 | 23.06 | 17.70 | 23.82 | 31.63 | 15.98 | 12.25 | 10.18 | 13.11 | 12.84 | 16.68 | 23.61 | 23.15 |
| Draw Down(%) | NA | 48.38 | 48.38 | 48.38 | 62.86 | NA | NA | … | … | 48.38 | 15.84 | 15.09 | 11.22 | 7.62 | 11.54 | 27.55 | 13.97 | 21.66 | 58.40 | 13.28 | 16.06 | 8.33 | 14.11 | 12.69 | 32.09 | 39.00 | 31.27 |
| Yield(%) | 0.00 | 0.00 | 5.57 | 5.80 | 3.68 | 5.83 | 2.90 | … | … | 0.00 | 0.00 | 6.79 | 10.38 | 6.32 | 0.60 | 0.00 | 0.78 | 0.00 | 0.00 | 12.26 | 11.42 | 3.09 | 0.39 | 0.00 | 0.00 | 0.00 | 12.10 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCWBX (SMALLCAP WORLD FUND INC CLASS B) |
-16.87%
Feb 2006 – Feb 2009 |
-4.52%
Feb 2004 – Feb 2009 |
0.84%
Jun 2000 – Jun 2010 |
4.20%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCWBX (SMALLCAP WORLD FUND INC CLASS B) |
33.57%
Mar 2003 – Mar 2006 |
25.79%
Oct 2002 – Oct 2007 |
12.36%
Mar 2003 – Mar 2013 |
9.24%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart