Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMCFX (SMALLCAP WORLD FUND INC CLASS F-2) | 7.92% | 7.32% | 10.49% | 4.20% | 6.45% | 8.90% | NA | 8.13% |
Data as of 07/11/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCFX (SMALLCAP WORLD FUND INC CLASS F-2) | 08/14/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 7.32 | 10.49 | 4.20 | 6.45 | 8.90 | NA | 8.13 | 7.92 | 2.60 | 19.20 | -29.72 | 1.11 | 35.63 | 31.12 | -9.54 | 27.18 | 6.02 | 2.90 | 2.12 | 29.66 | 22.35 | -14.11 | 25.27 | 54.09 | -37.91 |
| Sharpe Ratio | NA | 0.22 | 0.41 | 0.09 | 0.28 | NA | NA | 0.36 | 0.61 | -0.28 | 1.04 | -1.21 | 0.06 | 1.17 | 2.46 | -0.73 | 3.65 | 0.41 | 0.21 | 0.19 | 2.85 | 1.70 | -0.61 | 1.42 | 2.27 | -1.54 |
| Standard Deviation(%) | NA | 18.63 | 17.22 | 18.90 | 18.21 | NA | NA | 18.93 | 20.94 | 14.24 | 14.49 | 25.69 | 19.06 | 30.05 | 12.08 | 14.99 | 7.30 | 14.33 | 13.53 | 11.27 | 10.40 | 13.27 | 23.03 | 17.70 | 23.80 | 46.69 |
| Draw Down(%) | NA | 21.32 | 21.32 | 44.72 | 44.72 | NA | NA | 49.61 | 18.78 | 9.48 | 15.78 | 35.45 | 18.63 | 34.23 | 6.16 | 21.80 | 2.99 | 15.75 | 14.87 | 10.97 | 7.53 | 11.39 | 27.22 | 13.88 | 21.53 | 48.65 |
| Yield(%) | 0.00 | 0.85 | 0.77 | 0.42 | 2.49 | 4.46 | 3.27 | 4.09 | 0.00 | 0.89 | 1.04 | 0.15 | 0.00 | 0.00 | 5.24 | 5.80 | 5.36 | 0.67 | 6.22 | 9.69 | 5.99 | 2.01 | 0.57 | 1.95 | 1.59 | 0.00 |
Data as of 07/11/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCFX (SMALLCAP WORLD FUND INC CLASS F-2) |
-8.96%
Apr 2021 - Apr 2024 |
2.13%
Sep 2017 - Sep 2022 |
5.25%
Oct 2013 - Oct 2023 |
7.44%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCFX (SMALLCAP WORLD FUND INC CLASS F-2) |
29.90%
Feb 2009 - Feb 2012 |
25.71%
Feb 2009 - Feb 2014 |
16.00%
Feb 2009 - Feb 2019 |
12.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart