Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCWFX (SMALLCAP WORLD FUND INC CLASS F-1) | 7.90% | 6.30% | 8.51% | 2.97% | 6.06% | 8.58% | 7.57% | 8.22% |
Data as of 07/21/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCWFX (SMALLCAP WORLD FUND INC CLASS F-1) | 04/06/2001 | 07/21/2025 |
| 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 (%) | 0.24 | 6.30 | 8.51 | 2.97 | 6.06 | 8.58 | 7.57 | 8.22 | 7.90 | 1.72 | 18.81 | -29.92 | 0.42 | 35.16 | 30.72 | -9.81 | 26.78 | 5.75 | 2.61 | 1.82 | 29.34 | 22.01 | -14.36 | 25.00 | 53.63 | -49.41 | 17.22 | 22.95 | 16.54 | 17.68 | 50.46 | -22.27 | 6.50 |
| Sharpe Ratio | NA | 0.19 | 0.40 | 0.07 | 0.25 | NA | NA | 0.39 | 0.60 | -0.34 | 1.01 | -1.22 | 0.02 | 1.16 | 2.43 | -0.74 | 3.60 | 0.39 | 0.19 | 0.16 | 2.82 | 1.67 | -0.62 | 1.41 | 2.24 | -1.59 | 0.89 | 1.62 | 1.41 | 1.28 | 3.87 | -1.40 | 0.31 |
| Standard Deviation(%) | NA | 18.50 | 17.21 | 18.91 | 18.23 | NA | NA | 17.89 | 20.65 | 14.24 | 14.49 | 25.70 | 19.28 | 30.05 | 12.08 | 14.99 | 7.31 | 14.31 | 13.54 | 11.27 | 10.41 | 13.29 | 23.04 | 17.72 | 23.85 | 31.65 | 15.99 | 12.23 | 10.19 | 13.12 | 12.87 | 16.69 | 23.19 |
| Draw Down(%) | NA | 21.41 | 21.41 | 45.11 | 45.11 | NA | NA | 62.46 | 18.82 | 9.50 | 15.86 | 35.60 | 19.00 | 34.24 | 6.21 | 21.86 | 3.00 | 15.75 | 14.92 | 11.05 | 7.54 | 11.45 | 27.30 | 13.86 | 21.56 | 58.15 | 13.23 | 16.00 | 8.25 | 13.89 | 12.62 | 31.81 | 33.20 |
| Yield(%) | 0.00 | 0.54 | 0.45 | 0.24 | 2.39 | 4.30 | 4.74 | 6.10 | 0.00 | 0.57 | 0.71 | 0.00 | 0.00 | 0.00 | 5.39 | 5.95 | 5.47 | 0.36 | 6.32 | 9.81 | 6.04 | 1.65 | 0.28 | 1.73 | 1.07 | 0.00 | 12.77 | 12.14 | 3.60 | 1.23 | 0.35 | 0.00 | 0.32 |
Data as of 07/21/2025, 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 |
|---|---|---|---|---|
| SCWFX (SMALLCAP WORLD FUND INC CLASS F-1) |
-16.22%
Feb 2006 - Feb 2009 |
-3.78%
Feb 2004 - Feb 2009 |
4.90%
Oct 2013 - Oct 2023 |
4.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCWFX (SMALLCAP WORLD FUND INC CLASS F-1) |
34.58%
Mar 2003 - Mar 2006 |
26.73%
Oct 2002 - Oct 2007 |
15.68%
Feb 2009 - Feb 2019 |
12.48%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart