American Funds SMALLCAP World Fund Class F-3 (SFCWX)

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The chart shows the growth of an initial investment of $10,000 in American Funds SMALLCAP World Fund Class F-3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Funds SMALLCAP World Fund Class F-3 (SFCWX) has returned -4.27% so far this year and 17.19% over the past 12 months.

Based on dividend-adjusted daily data since Jun 12, 2017, SFCWX's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +14.2%, while the worst month was Mar 2020 at -17.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SFCWX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +7.4%, while the worst single day was Mar 16, 2020 at -11.2%.

American Funds SMALLCAP World Fund Class F-3 has an annualized alpha of -1.95%, beta of 0.87, and R² of 0.79 versus S&P 500 Index. Calculated based on daily prices since June 13, 2017.

• This fund participated in 105.54% of S&P 500 Index downside but only 90.33% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 0.87 and R² of 0.79, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SFCWX has an expense ratio of 0.66%, placing it in the medium range.

SFCWX ranks 43 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class F-3 (SFCWX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds SMALLCAP World Fund Class F-3 provided a 5.33% dividend yield over the last twelve months, with an annual payout of $3.82 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for American Funds SMALLCAP World Fund Class F-3. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the American Funds SMALLCAP World Fund Class F-3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds SMALLCAP World Fund Class F-3 was 39.54%, occurring on Oct 14, 2022. Recovery took 843 trading sessions.

The current American Funds SMALLCAP World Fund Class F-3 drawdown is 11.81%.

The chart below shows the rolling one-month volatility.