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American Funds SMALLCAP World 529C (CSPCX)

53.99 -0.08 (-0.15%)
At close: 8:00 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 52.24%
Worst 1Y Total Return --
Number of Years Up 17
Number of Years Down 4

Performance & Risk

YTD Return -1.87%
5y Average Return 5.75%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CSPCXCategory AverageCSPCXCategory AverageCSPCXCategory Average
Alpha -10.35 -0.01 -3.77 -0 -1.74 -0.01
BETA 1.12 0.01 1.11 0.01 1.08 0.01
Mean Annual Return -0.13 0.01 0.77 0.01 0.69 0.01
R-squared 87.83 0.84 86.07 0.79 83.65 0.78
Standard Deviation 19.96 0.23 21.24 0.18 17.35 0.18
Sharpe Ratio -0.23 0.01 0.34 0.01 0.39 0.01
Treynor Ratio -5.74 0.12 4.61 0.13 5.12 0.08

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