CSPAX
American Funds SMALLCAP World Fund Class 529-A
Mutual fund
$80.77+0.81 (+1.01%)Close Oct 2, 2026
Feb 19, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $86,932
- CAGR
- +9.18%
- Max drawdown
- −62.46%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.20%
- 3M
- −2.51%
- 6M
- +12.12%
- YTD
- +12.16%
- 1Y
- +14.21%
- 3Y
- +14.41%
- 5Y
- +1.41%
- 10Y
- +9.18%
- 15Y
- +10.60%
- 20Y
- +7.99%
- Since 2002
- +9.18%
Metrics
Since 2002| Volatility | 17.49% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +53.54% |
| Worst year, 2008 | −49.41% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.5% | Oct 2007 | Mar 2009 | Mar 2013 | 5.3 years |
| −39.8% | Sep 2021 | Oct 2022 | Apr 2026 | 4.6 years |
| −34.2% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −31.8% | Apr 2002 | Oct 2002 | Sep 2003 | 1.4 years |
| −24.6% | Jun 2015 | Feb 2016 | Feb 2017 | 1.6 years |
Annual returns
2002 from Feb 19 · 2026 through Oct 2