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American Funds SMALLCAP World A (SMCWX)

65.16 +0.35 (+0.54%)
At close: April 26 at 8:01 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 53.49%
Worst 1Y Total Return --
Number of Years Up 25
Number of Years Down 8

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

Risk Statistics

3 Years5 Years10 Years
SMCWXCategory AverageSMCWXCategory AverageSMCWXCategory Average
Alpha -9.56 -0.01 -2.99 -0 -0.93 -0.01
BETA 1.13 0.01 1.11 0.01 1.08 0.01
Mean Annual Return -0.07 0.01 0.84 0.01 0.76 0.01
R-squared 87.83 0.84 86.07 0.79 83.63 0.78
Standard Deviation 19.97 0.23 21.25 0.18 17.36 0.18
Sharpe Ratio -0.19 0.01 0.37 0.01 0.44 0.01
Treynor Ratio -5.06 0.12 5.37 0.13 5.93 0.08

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