Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCWX (SMALLCAP WORLD FUND INC CLASS A) | 12.27% | 25.00% | 12.91% | 0.26% | 8.74% | 8.16% | 7.53% | … | … |
Data as of 06/03/2026, Common starting date is 12/13/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCWX (SMALLCAP WORLD FUND INC CLASS A) | 12/13/1990 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.69 | 25.00 | 12.91 | 0.26 | 8.74 | 8.16 | 7.53 | … | … | 12.27 | 14.07 | 2.33 | 18.86 | -29.90 | 0.60 | 35.22 | 30.79 | -9.75 | 26.85 | 5.75 | 2.61 | 1.87 | 29.30 | 21.93 | -14.34 | 24.91 | 53.49 | -49.40 | 17.22 | 22.98 | 16.54 | 17.76 | 50.40 | -22.25 | -17.35 | -15.74 | 61.60 | 0.36 | 11.78 | 19.65 | 10.78 | -8.72 | 24.76 | 2.05 | 32.89 | 0.29 |
| Sharpe Ratio | NA | 1.53 | 0.65 | -0.12 | 0.40 | NA | NA | … | … | 1.64 | 0.64 | -0.09 | 1.06 | -1.22 | 0.03 | 1.16 | 2.43 | -0.75 | 3.61 | 0.39 | 0.19 | 0.16 | 2.81 | 1.66 | -0.62 | 1.40 | 2.24 | -1.59 | 0.88 | 1.60 | 1.40 | 1.28 | 3.85 | -1.40 | -0.85 | -0.85 | 4.80 | -0.20 | 0.83 | 2.10 | 0.52 | -1.24 | 2.52 | -0.05 | 2.79 | 0.26 |
| Standard Deviation(%) | NA | 15.76 | 16.15 | 18.79 | 18.26 | NA | NA | … | … | 19.47 | 17.55 | 14.23 | 14.49 | 25.71 | 19.19 | 30.04 | 12.08 | 14.98 | 7.29 | 14.32 | 13.53 | 11.26 | 10.41 | 13.26 | 23.04 | 17.72 | 23.84 | 31.65 | 16.00 | 12.25 | 10.21 | 13.09 | 12.90 | 16.71 | 23.61 | 23.54 | 12.14 | 15.88 | 9.76 | 7.55 | 13.10 | 9.51 | 8.94 | 8.52 | 10.35 | 7.28 |
| Draw Down(%) | NA | 11.83 | 21.40 | 45.01 | 45.01 | NA | NA | … | … | 11.83 | 18.82 | 9.48 | 15.84 | 35.58 | 18.88 | 34.24 | 6.22 | 21.85 | 3.00 | 15.77 | 14.93 | 11.02 | 7.56 | 11.43 | 27.30 | 13.93 | 21.56 | 58.14 | 13.21 | 16.00 | 8.20 | 13.90 | 12.63 | 31.81 | 38.71 | 39.75 | 7.80 | 33.68 | 11.00 | 10.92 | 12.97 | 13.77 | 4.90 | 10.25 | 6.49 | 1.26 |
| Yield(%) | 0.00 | 5.14 | 2.40 | 1.01 | 2.89 | 3.94 | 4.37 | … | … | 0.00 | 5.28 | 0.62 | 0.75 | 0.00 | 0.00 | 0.00 | 5.32 | 5.88 | 5.41 | 0.37 | 6.26 | 9.72 | 5.99 | 1.61 | 0.27 | 1.62 | 0.93 | 0.00 | 12.62 | 11.98 | 3.53 | 1.15 | 0.17 | 0.00 | 0.15 | 13.46 | 2.52 | 5.31 | 10.24 | 10.49 | 1.08 | 0.47 | 0.32 | 0.70 | 0.78 | 2.42 |
Data as of 06/03/2026, Common starting date is 12/13/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCWX (SMALLCAP WORLD FUND INC CLASS A) |
-25.14%
Feb 2000 – Feb 2003 |
-5.59%
Mar 1998 – Mar 2003 |
0.14%
Feb 2000 – Feb 2010 |
2.91%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCWX (SMALLCAP WORLD FUND INC CLASS A) |
34.60%
Mar 2003 – Mar 2006 |
26.76%
Oct 2002 – Oct 2007 |
15.68%
Feb 2009 – Feb 2019 |
12.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart