Nasdaq - Delayed Quote USD

American Funds SMALLCAP World A (SMCWX)

65.16 +0.35 (+0.54%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.65%
5y Average Return 6.45%
Number of Years Up 25
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 53.49%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 53.49%
Worst 3Y Total Return -2.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMCWX
Category
YTD
3.40%
12.99%
1-Month
1.87%
1.30%
3-Month
3.40%
6.38%
1-Year
15.48%
53.27%
3-Year
-2.73%
14.94%
5-Year
8.13%
15.72%
10-Year
7.87%
9.30%
Last Bull Market
42.70%
18.45%
Last Bear Market
-19.35%
-25.47%

Annual Total Return (%) History

Year
SMCWX
Category
2024
--
--
2023
18.85%
--
2022
-29.90%
--
2021
10.27%
--
2020
37.42%
24.89%
2019
30.78%
26.49%
2018
-9.69%
-14.25%
2017
26.83%
25.44%

2016
5.75%
9.32%
2015
2.58%
-1.23%
2014
1.82%
-0.42%
2013
29.29%
30.99%
2012
21.94%
18.46%
2011
-14.34%
-11.76%
2010
24.92%
20.56%
2009
53.49%
47.20%
2008
-49.40%
-44.69%
2007
17.15%
9.94%
2006
22.96%
19.63%
2005
16.53%
14.86%
2004
17.76%
20.29%
2003
50.40%
44.66%
2002
-22.25%
-18.01%
2001
-17.35%
-15.09%
2000
-15.56%
-7.00%
1999
61.64%
56.41%
1998
0.38%
1.76%
1997
11.83%
2.69%
1996
19.75%
14.84%
1995
22.70%
15.74%
1994
-2.85%
-1.66%
1993
30.04%
34.71%
1992
6.69%
4.90%
1991
32.89%
29.42%
1990
--
-9.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.40% -- -- --
2023 6.42% 5.13% -6.13% 13.18%
2022 -15.56% -19.35% -4.61% 7.91%
2021 3.22% 7.78% -0.35% -0.53%
2020 -22.57% 31.83% 10.27% 22.08%
2019 15.48% 4.19% -2.11% 11.03%
2018 1.33% 3.10% 3.24% -16.27%
2017 8.44% 5.74% 5.46% 4.89%
2016 -2.87% 2.55% 8.70% -2.33%
2015 5.39% 6.05% -11.04% 3.18%

2014 1.22% 3.04% -5.07% 2.84%
2013 9.07% 1.10% 11.16% 5.48%
2012 16.91% -5.59% 7.24% 3.03%
2011 2.70% -0.28% -20.98% 5.84%
2010 6.85% -8.25% 15.88% 9.95%
2009 -6.10% 28.08% 21.72% 4.85%
2008 -11.26% -3.06% -19.01% -27.37%
2007 5.76% 10.21% 4.15% -3.50%
2006 12.16% -3.87% 2.24% 11.54%
2005 -0.13% 2.34% 9.03% 4.57%
2004 7.28% -2.40% -0.75% 13.32%
2003 -5.05% 23.64% 10.99% 15.42%
2002 2.27% -8.83% -17.97% 1.65%
2001 -18.79% 10.37% -25.22% 23.31%
2000 16.07% -9.91% -1.69% -17.86%
1999 -0.49% 17.54% 2.64% 34.64%
1998 11.16% -4.29% -19.90% 17.79%
1997 -3.48% 12.84% 10.34% -6.95%
1996 8.64% 5.64% 0.04% 4.31%
1995 1.68% 9.15% 10.12% 0.39%
1994 -3.05% -3.89% 7.46% -2.97%
1993 5.17% 2.56% 11.15% 8.46%
1992 1.87% -2.95% -2.33% 10.48%
1991 16.74% -0.80% 7.65% 6.61%
1990 -15.92% 9.45% -- --

Rank in Category (By Total Return)

YTD 48
1-Month 68
3-Month 48
1-Year 35
3-Year 50
5-Year 49

Load Adjusted Returns

1-Year 8.84%
3-Year -4.63%
5-Year 6.86%
10-Year 7.24%

Performance & Risk

YTD Return -1.65%
5y Average Return 6.45%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.13
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family American Funds
Net Assets 74.63B
YTD Return 3.40%
Yield 0.61%
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.

Related Tickers

INPSX ProFunds Internet UltraSector Svc
27.48
+3.93%
 
INPIX ProFunds Internet UltraSector Inv
42.88
+3.93%
 
FGDMX Fidelity Advisor Communication ServicesA
94.07
+3.64%
 
FGHMX Fidelity Advisor Communication ServicesC
90.69
+3.63%
 
FGEMX Fidelity Advisor Communication ServicesM
93.03
+3.63%
 
FGJMX Fidelity Advisor Communication ServicesI
95.40
+3.63%
 
FBMPX Fidelity Select Communication Services
95.41
+3.63%
 
FGKMX Fidelity Advisor Communication ServicesZ
96.01
+3.63%
 
FSELX Fidelity Select Semiconductors
30.16
+3.46%
 
FELAX Fidelity Advisor Semiconductors A
75.81
+3.44%
 
FELTX Fidelity Advisor Semiconductors M
70.77
+3.43%
 
FELIX Fidelity Advisor Semiconductors I
82.00
+3.43%
 
FELCX Fidelity Advisor Semiconductors C
60.63
+3.43%
 
FIKGX Fidelity Advisor Semiconductors Z
82.17
+3.42%
 
UOPSX ProFunds UltraNASDAQ-100 Svc
60.24
+3.26%
 
UOPIX ProFunds UltraNASDAQ-100 Inv
87.34
+3.25%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
440.29
+3.24%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
440.15
+3.23%
 
RYCCX Rydex NASDAQ-100 2x Strategy Fund
317.89
+3.23%
 
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
70.90
+2.88%
 
FBGKX Fidelity Blue Chip Growth K
197.91
+2.87%
 
FBGRX Fidelity Blue Chip Growth
196.78
+2.86%
 
ACFNX American Century Focused Dynamic Gr R6
56.54
+2.80%
 
ACFDX American Century Focused Dynamic Gr A
52.98
+2.79%
 
ACFSX American Century Focused Dynamic Gr I
55.23
+2.79%
 
ACFOX American Century Focused Dynamic Gr Inv
54.27
+2.78%
 
ACFCX American Century Focused Dynamic Gr R
51.70
+2.78%
 
ACFGX American Century Focused Dynamic Gr G
58.01
+2.78%
 
LCGFX William Blair Large Cap Growth I
27.68
+2.59%
 
LCGJX William Blair Large Cap Growth R6
27.68
+2.59%
 
LCGNX William Blair Large Cap Growth N
25.76
+2.59%
 
BIPSX ProFunds Biotechnology UltraSector Svc
34.36
+2.54%
 
BIPIX ProFunds Biotechnology UltraSector Inv
54.58
+2.54%
 
CSGZX Columbia Seligman Global Tech Inst
72.01
+2.53%
 
SHTCX Columbia Seligman Global Tech C
42.09
+2.53%
 
CGTYX Columbia Seligman Global Tech Inst3
72.14
+2.53%
 
SHGTX Columbia Seligman Global Tech A
69.35
+2.53%
 
CCHRX Columbia Seligman Global Tech Adv
73.88
+2.53%
 
SGTTX Columbia Seligman Global Tech Inst2
72.73
+2.52%
 
SGTRX Columbia Seligman Global Tech R
64.66
+2.52%
 
FOCPX Fidelity OTC Portfolio
20.39
+2.51%
 
SCIOX Columbia Seligman Tech & Info Adv
113.19
+2.50%
 
CCOYX Columbia Seligman Tech & Info Inst3
138.18
+2.49%
 
SCMIX Columbia Seligman Tech & Info Inst2
139.84
+2.49%
 
CCIZX Columbia Seligman Tech & Info Inst
138.68
+2.49%
 
SCIRX Columbia Seligman Tech & Info R
107.53
+2.49%
 
SLMCX Columbia Seligman Tech & Info A
118.66
+2.49%
 
RYELX Rydex Electronics Fund
369.24
+2.48%
 
RYSIX Rydex Electronics Inv
406.02
+2.48%
 
SCICX Columbia Seligman Tech & Info C
52.42
+2.48%
 
RYSAX Rydex Electronics H
357.76
+2.48%
 
RYSCX Rydex Electronics C
312.55
+2.48%
 
FOCKX Fidelity OTC Portfolio
20.86
+2.46%
 
FTQGX Fidelity Focused Stock
36.57
+2.35%
 
FIKHX Fidelity Advisor Technology Z
117.72
+2.34%
 
FADTX Fidelity Advisor Technology A
104.25
+2.34%
 
FATEX Fidelity Advisor Technology M
94.73
+2.33%
 
FSPTX Fidelity Select Technology
31.16
+2.33%
 
FTHCX Fidelity Advisor Technology C
76.38
+2.33%
 
FATIX Fidelity Advisor Technology I
117.70
+2.33%
 
NEEGX Needham Growth Retail
66.91
+2.31%
 
NEEIX Needham Growth Institutional
69.76
+2.30%
 
CTYRX Columbia Global Technology Growth Adv
79.10
+2.22%
 
CTHCX Columbia Global Technology Growth C
63.03
+2.22%
 
CMTFX Columbia Global Technology Growth Inst
77.89
+2.22%
 
CGTUX Columbia Global Technology Growth Inst3
80.20
+2.22%
 
CTCAX Columbia Global Technology Growth A
73.75
+2.22%
 
CTHRX Columbia Global Technology Growth Inst2
79.83
+2.22%
 
ALAFX Alger Focus Equity A
59.45
+2.18%
 
ALGRX Alger Focus Equity I
59.94
+2.18%
 
ALZFX Alger Focus Equity Z
61.88
+2.18%
 
ALCFX Alger Focus Equity C
53.52
+2.18%
 
ALGYX Alger Focus Equity Y
62.10
+2.17%
 
FAGCX Fidelity Advisor Growth Opps I
159.58
+2.17%
 
FAGAX Fidelity Advisor Growth Opps A
143.74
+2.17%
 
EFCAX Emerald Insights A
17.92
+2.17%
 
FAGOX Fidelity Advisor Growth Opps M
141.06
+2.17%
 
FZAHX Fidelity Advisor Growth Opportunities Fund
161.91
+2.16%
 
FACGX Fidelity Advisor Growth Opps C
114.95
+2.16%
 
EFCIX Emerald Insights Institutional
18.62
+2.14%
 
BTEKX BlackRock Technology Opportunities K
62.21
+2.13%
 
EFCNX Emerald Insights Investor
17.76
+2.13%
 
EFCCX Emerald Insights C
16.33
+2.13%
 
BSTSX BlackRock Technology Opportunities Svc
57.65
+2.13%
 
BGSRX BlackRock Technology Opportunities R
56.21
+2.13%
 
BGSAX BlackRock Technology Opportunities Inv A
56.24
+2.12%
 
BGSIX BlackRock Technology Opportunities Instl
62.04
+2.12%
 
BGSCX BlackRock Technology Opportunities Inv C
44.54
+2.11%
 
BIOPX Baron Opportunity Retail
38.66
+2.09%
 
BIOIX Baron Opportunity Instl
41.20
+2.08%
 
NESGX Needham Small Cap Growth Retail
15.76
+2.07%
 
NESIX Needham Small Cap Growth Institutional
16.75
+2.07%
 
BIOUX Baron Opportunity R6
41.24
+2.05%
 
AULNX American Century Ultra G
89.59
+2.04%
 
AULGX American Century Ultra R5
85.92
+2.03%
 
FNCMX Fidelity Nasdaq Composite Index Fund
202.13
+2.03%
 
TWCCX American Century Ultra C
55.43
+2.02%
 
TWUAX American Century Ultra A
74.63
+2.02%
 
AULDX American Century Ultra R6
86.75
+2.02%
 
AULRX American Century Ultra R
70.63
+2.02%