American Funds SMALLCAP World Fund Class A (SMCWX)
Fund Info
US8316811012
831681101
Apr 30, 1990
$250
Mid-Cap
Growth
Expense Ratio
SMCWX has a high expense ratio of 1.02%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
American Funds SMALLCAP World Fund Class A (SMCWX) returned 1.05% year-to-date (YTD) and 1.73% over the past 12 months. Over the past 10 years, SMCWX returned 3.20% annually, underperforming the S&P 500 benchmark at 10.78%.
SMCWX
1.05%
11.26%
-2.02%
1.73%
5.27%
3.20%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.52% | -4.56% | -4.50% | 1.97% | 6.06% | 1.05% | |||||||
| 2024 | -3.11% | 4.75% | 1.87% | -5.49% | 3.52% | -0.73% | 3.85% | 0.67% | 1.84% | -3.19% | 4.59% | -5.48% | 2.33% |
| 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% | -10.58% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SMCWX is 25, meaning it’s performing worse than 75% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
American Funds SMALLCAP World Fund Class A provided a 0.59% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.40 | $0.42 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $4.75 |
Dividend yield | 0.59% | 0.60% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 10.48% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 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 | $4.75 | $4.75 |
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.
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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 26.50%.
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 chart below shows the rolling one-month volatility.
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