Nasdaq - Delayed Quote USD

American Funds SMALLCAP World 529C (CSPCX)

53.98 +0.30 (+0.56%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.89%
5y Average Return 5.61%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 26, 2024) 52.24%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 52.24%
Worst 3Y Total Return -3.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSPCX
Category
YTD
3.20%
12.99%
1-Month
1.81%
1.30%
3-Month
3.20%
6.38%
1-Year
14.57%
53.27%
3-Year
-3.50%
14.94%
5-Year
7.29%
15.72%
10-Year
7.00%
9.30%
Last Bull Market
41.81%
18.45%
Last Bear Market
-19.52%
-25.47%

Annual Total Return (%) History

Year
CSPCX
Category
2024
--
--
2023
17.92%
--
2022
-30.46%
--
2021
9.42%
--
2020
36.34%
24.89%
2019
29.74%
26.49%
2018
-10.42%
-14.25%
2017
25.76%
25.44%

2016
4.85%
9.32%
2015
1.72%
-1.23%
2014
0.93%
-0.42%
2013
28.19%
30.99%
2012
20.91%
18.46%
2011
-15.06%
-11.76%
2010
23.87%
20.56%
2009
52.24%
47.20%
2008
-49.81%
-44.69%
2007
16.11%
9.94%
2006
21.90%
19.63%
2005
15.51%
14.86%
2004
16.64%
20.29%
2003
49.15%
44.66%
2002
--
-18.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.20% -- -- --
2023 6.22% 4.90% -6.33% 12.98%
2022 -15.72% -19.52% -4.79% 7.69%
2021 3.03% 7.57% -0.54% -0.74%
2020 -22.73% 31.59% 10.05% 21.84%
2019 15.23% 3.99% -2.30% 10.82%
2018 1.12% 2.89% 3.04% -16.44%
2017 8.21% 5.51% 5.24% 4.66%
2016 -3.09% 2.33% 8.48% -2.54%
2015 5.15% 5.83% -11.22% 2.97%

2014 0.99% 2.83% -5.29% 2.62%
2013 8.84% 0.89% 10.90% 5.25%
2012 16.66% -5.77% 6.99% 2.81%
2011 2.50% -0.47% -21.16% 5.61%
2010 6.64% -8.45% 15.66% 9.70%
2009 -6.28% 27.84% 21.49% 4.59%
2008 -11.46% -3.25% -19.20% -27.49%
2007 5.51% 9.98% 3.91% -3.71%
2006 11.95% -4.09% 2.00% 11.31%
2005 -0.33% 2.09% 8.78% 4.35%
2004 7.05% -2.66% -0.98% 13.04%
2003 -5.20% 23.39% 10.69% 15.20%
2002 -9.05% -18.12% 1.38% --

Rank in Category (By Total Return)

YTD 52
1-Month 68
3-Month 52
1-Year 36
3-Year 59
5-Year 59

Load Adjusted Returns

1-Year 13.57%
3-Year -3.50%
5-Year 7.29%
10-Year 7.00%

Performance & Risk

YTD Return -1.89%
5y Average Return 5.61%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family American Funds
Net Assets 74.63B
YTD Return 3.20%
Yield 0.00%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

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