Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCWCX (American Fds Smallcap World) | 7.10% | 9.26% | 9.59% | 2.86% | 5.09% | 7.82% | 6.79% | 7.27% |
Data as of 06/30/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCWCX (American Fds Smallcap World) | 04/06/2001 | 06/30/2025 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.15 | 9.26 | 9.59 | 2.86 | 5.09 | 7.82 | 6.79 | 7.27 | 7.10 | 1.56 | 17.97 | -30.42 | -2.00 | 33.83 | 29.79 | -10.49 | 25.86 | 4.88 | 1.82 | 1.05 | 28.25 | 21.00 | -15.00 | 23.94 | 52.44 | -49.80 | 16.26 | 21.95 | 15.61 | 16.80 | 49.25 | -22.87 | 5.79 |
| Sharpe Ratio | NA | 0.07 | 0.31 | 0.01 | 0.17 | NA | NA | 0.33 | 0.16 | -0.35 | 0.95 | -1.24 | -0.10 | 1.11 | 2.35 | -0.79 | 3.46 | 0.33 | 0.13 | 0.09 | 2.71 | 1.59 | -0.65 | 1.35 | 2.20 | -1.60 | 0.83 | 1.53 | 1.32 | 1.21 | 3.78 | -1.44 | 0.26 |
| Standard Deviation(%) | NA | 18.52 | 17.39 | 19.20 | 18.36 | NA | NA | 17.95 | 21.76 | 14.24 | 14.51 | 25.71 | 20.30 | 30.03 | 12.08 | 14.98 | 7.32 | 14.33 | 13.54 | 11.28 | 10.42 | 13.28 | 23.05 | 17.73 | 23.83 | 31.65 | 16.01 | 12.25 | 10.19 | 13.10 | 12.84 | 16.67 | 23.20 |
| Draw Down(%) | NA | 21.60 | 21.60 | 46.49 | 46.49 | NA | NA | 62.85 | 18.91 | 9.53 | 16.03 | 35.96 | 20.57 | 34.27 | 6.32 | 22.05 | 3.02 | 15.86 | 15.11 | 11.22 | 7.61 | 11.56 | 27.53 | 13.99 | 21.68 | 58.43 | 13.28 | 16.07 | 8.33 | 14.12 | 12.72 | 32.09 | 33.47 |
| Yield(%) | 0.00 | 0.04 | 0.05 | 0.03 | 2.44 | 4.34 | 4.63 | 5.59 | 0.04 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 6.17 | 6.68 | 6.07 | 0.00 | 6.88 | 10.51 | 6.39 | 0.79 | 0.00 | 0.96 | 0.06 | 0.00 | 12.37 | 11.54 | 3.16 | 0.49 | 0.00 | 0.00 | 0.02 |
Data as of 06/30/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCWCX (American Fds Smallcap World) |
-16.88%
Feb 2006 - Feb 2009 |
-4.54%
Feb 2004 - Feb 2009 |
3.91%
Oct 2013 - Oct 2023 |
3.23%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCWCX (American Fds Smallcap World) |
33.53%
Mar 2003 - Mar 2006 |
25.73%
Oct 2002 - Oct 2007 |
14.77%
Feb 2009 - Feb 2019 |
11.60%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart