LCSMX vs. RNWGX
Compare and contrast key facts about Martin Currie SMA-Shares Series EM Fund (LCSMX) and American Funds New World Fund® Class R-6 (RNWGX).
LCSMX is managed by Legg Mason. It was launched on Jan 9, 2018. RNWGX is managed by American Funds. It was launched on Aug 1, 2008.
Performance
LCSMX vs. RNWGX - Performance Comparison
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LCSMX vs. RNWGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LCSMX Martin Currie SMA-Shares Series EM Fund | 11.23% | 51.52% | -13.60% | 16.26% | -27.25% | 4.73% | 35.72% | 6.81% | 1.42% |
RNWGX American Funds New World Fund® Class R-6 | -1.47% | 28.67% | 6.88% | 16.26% | -21.77% | 5.09% | 25.30% | 28.03% | -14.48% |
Returns By Period
In the year-to-date period, LCSMX achieves a 11.23% return, which is significantly higher than RNWGX's -1.47% return.
LCSMX
- 1D
- 1.89%
- 1M
- -12.34%
- YTD
- 11.23%
- 6M
- 26.19%
- 1Y
- 63.67%
- 3Y*
- 17.07%
- 5Y*
- 4.71%
- 10Y*
- —
RNWGX
- 1D
- 2.62%
- 1M
- -8.56%
- YTD
- -1.47%
- 6M
- 2.11%
- 1Y
- 24.01%
- 3Y*
- 13.88%
- 5Y*
- 4.79%
- 10Y*
- 9.76%
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LCSMX vs. RNWGX - Expense Ratio Comparison
LCSMX has a 0.00% expense ratio, which is lower than RNWGX's 0.57% expense ratio.
Return for Risk
LCSMX vs. RNWGX — Risk / Return Rank
LCSMX
RNWGX
LCSMX vs. RNWGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Martin Currie SMA-Shares Series EM Fund (LCSMX) and American Funds New World Fund® Class R-6 (RNWGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LCSMX | RNWGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.92 | 1.59 | +1.34 |
Sortino ratioReturn per unit of downside risk | 3.47 | 2.19 | +1.28 |
Omega ratioGain probability vs. loss probability | 1.54 | 1.32 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 4.11 | 1.83 | +2.28 |
Martin ratioReturn relative to average drawdown | 16.92 | 7.62 | +9.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSMX | RNWGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.92 | 1.59 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.32 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.61 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.46 | -0.04 |
Correlation
The correlation between LCSMX and RNWGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LCSMX vs. RNWGX - Dividend Comparison
LCSMX's dividend yield for the trailing twelve months is around 0.90%, less than RNWGX's 6.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSMX Martin Currie SMA-Shares Series EM Fund | 0.90% | 1.00% | 1.29% | 1.22% | 1.11% | 3.03% | 0.48% | 0.88% | 1.40% | 0.00% | 0.00% | 0.00% |
RNWGX American Funds New World Fund® Class R-6 | 6.18% | 6.09% | 4.11% | 2.88% | 1.33% | 7.32% | 0.44% | 4.05% | 2.71% | 2.26% | 1.37% | 1.04% |
Drawdowns
LCSMX vs. RNWGX - Drawdown Comparison
The maximum LCSMX drawdown since its inception was -39.72%, which is greater than RNWGX's maximum drawdown of -33.40%. Use the drawdown chart below to compare losses from any high point for LCSMX and RNWGX.
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Drawdown Indicators
| LCSMX | RNWGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.72% | -33.40% | -6.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.39% | -13.00% | -2.39% |
Max Drawdown (5Y)Largest decline over 5 years | -39.72% | -33.40% | -6.32% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.40% | — |
Current DrawdownCurrent decline from peak | -13.80% | -10.73% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -13.97% | -8.12% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.13% | +0.61% |
Volatility
LCSMX vs. RNWGX - Volatility Comparison
Martin Currie SMA-Shares Series EM Fund (LCSMX) has a higher volatility of 12.00% compared to American Funds New World Fund® Class R-6 (RNWGX) at 7.09%. This indicates that LCSMX's price experiences larger fluctuations and is considered to be riskier than RNWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSMX | RNWGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.00% | 7.09% | +4.91% |
Volatility (6M)Calculated over the trailing 6-month period | 17.91% | 11.01% | +6.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.02% | 15.63% | +6.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.90% | 15.17% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.35% | 15.98% | +3.37% |