American Funds SMALLCAP World Fund Class A (SMCWX)
Fund Info
| ISIN | US8316811012 |
|---|---|
| CUSIP | 831681101 |
| Issuer | American Funds |
| Inception Date | Apr 30, 1990 |
| Category | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
SMCWX has a high expense ratio of 1.02%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: SMCWX vs. FWWFX, SMCWX vs. SPY, SMCWX vs. NEWFX, SMCWX vs. SCHD, SMCWX vs. SCHG, SMCWX vs. VOO, SMCWX vs. AGTHX, SMCWX vs. AVUV, SMCWX vs. AIVSX, SMCWX vs. CAIBX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds SMALLCAP World Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds SMALLCAP World Fund Class A had a return of 6.58% year-to-date (YTD) and 22.94% in the last 12 months. Over the past 10 years, American Funds SMALLCAP World Fund Class A had an annualized return of 4.86%, while the S&P 500 had an annualized return of 11.39%, indicating that American Funds SMALLCAP World Fund Class A did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.58% | 25.45% |
| 1 month | 0.10% | 2.91% |
| 6 months | 4.86% | 14.05% |
| 1 year | 22.94% | 35.64% |
| 5 years (annualized) | 4.26% | 14.13% |
| 10 years (annualized) | 4.86% | 11.39% |
Monthly Returns
The table below presents the monthly returns of SMCWX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.11% | 4.75% | 1.87% | -5.49% | 3.52% | -0.73% | 3.85% | 0.67% | 1.84% | -3.19% | 6.58% | ||
| 2023 | 9.79% | -2.18% | -0.91% | 0.60% | -1.45% | 6.03% | 3.59% | -3.80% | -5.80% | -5.82% | 10.33% | 8.94% | 18.86% |
| 2022 | -11.92% | -2.60% | -1.57% | -9.66% | -1.52% | -9.35% | 8.11% | -3.16% | -8.89% | 5.60% | 6.68% | -4.22% | -29.90% |
| 2021 | 0.78% | 3.48% | -1.02% | 6.26% | -0.65% | 2.10% | -0.03% | 3.96% | -4.11% | 3.62% | -5.53% | -7.30% | 0.60% |
| 2020 | -0.93% | -5.42% | -17.36% | 14.14% | 11.48% | 3.61% | 5.53% | 4.97% | -0.45% | -1.09% | 13.04% | 7.44% | 35.22% |
| 2019 | 9.02% | 4.54% | 1.33% | 3.08% | -3.80% | 5.06% | 0.73% | -2.01% | -0.83% | 2.57% | 5.37% | -1.46% | 25.44% |
| 2018 | 4.84% | -3.49% | 0.14% | 0.23% | 3.25% | -0.38% | 1.05% | 3.60% | -1.38% | -10.59% | 1.47% | -14.10% | -15.95% |
| 2017 | 4.02% | 2.59% | 1.61% | 2.63% | 1.74% | 1.27% | 1.80% | 0.78% | 2.79% | 1.64% | 2.25% | -3.43% | 21.36% |
| 2016 | -9.21% | -0.40% | 7.43% | 1.77% | 1.69% | -0.91% | 5.52% | 0.85% | 2.14% | -3.60% | 1.01% | 0.30% | 5.75% |
| 2015 | -0.82% | 5.14% | 1.06% | 1.76% | 4.40% | -0.18% | -0.53% | -6.25% | -4.60% | 3.42% | 1.67% | -7.90% | -3.71% |
| 2014 | -1.53% | 5.52% | -2.58% | -2.89% | 2.36% | 3.66% | -3.71% | 2.98% | -4.27% | 1.69% | 0.95% | 1.29% | 2.94% |
| 2013 | 5.06% | 1.17% | 2.62% | 1.81% | 2.48% | -3.10% | 5.50% | -1.68% | 7.16% | 1.53% | 2.30% | 1.81% | 29.62% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SMCWX is 23, indicating that it is in the bottom 23% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds SMALLCAP World Fund Class A (SMCWX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds SMALLCAP World Fund Class A provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.42 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.42 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $4.75 | $2.43 |
Dividend yield | 0.60% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% | 4.95% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds SMALLCAP World Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.42 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.75 | $4.75 |
| 2013 | $2.43 | $2.43 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds SMALLCAP World Fund Class A. 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 A was 61.27%, occurring on Mar 9, 2009. Recovery took 977 trading sessions.
The current American Funds SMALLCAP World Fund Class A drawdown is 24.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.27% | Nov 1, 2007 | 338 | Mar 9, 2009 | 977 | Jan 25, 2013 | 1315 |
| -60.97% | Mar 13, 2000 | 644 | Oct 9, 2002 | 872 | Mar 29, 2006 | 1516 |
| -45.01% | Sep 7, 2021 | 280 | Oct 14, 2022 | — | — | — |
| -34.24% | Feb 20, 2020 | 20 | Mar 18, 2020 | 75 | Jul 6, 2020 | 95 |
| -33.68% | Apr 22, 1998 | 122 | Oct 8, 1998 | 182 | Jun 21, 1999 | 304 |
Volatility
Volatility Chart
The current American Funds SMALLCAP World Fund Class A volatility is 3.72%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.