CSPCX
American Funds SMALLCAP World Fund Class 529-C
Mutual fund
$67.05+0.66 (+0.99%)Close Oct 2, 2026
Feb 20, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $70,815
- CAGR
- +8.28%
- Max drawdown
- −62.87%
- Sharpe ratio
- 0.54
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.12%
- 3M
- −2.70%
- 6M
- +11.68%
- YTD
- +11.51%
- 1Y
- +13.32%
- 3Y
- +13.53%
- 5Y
- +0.63%
- 10Y
- +8.35%
- 15Y
- +9.74%
- 20Y
- +7.14%
- Since 2002
- +8.28%
Metrics
Since 2002| Volatility | 17.50% |
|---|---|
| Sortino ratio | 0.75 |
| Calmar ratio | 0.13 |
| Best year, 2009 | +52.24% |
| Worst year, 2008 | −49.81% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.9% | Oct 2007 | Mar 2009 | May 2013 | 5.5 years |
| −40.3% | Sep 2021 | Oct 2022 | Jun 2026 | 4.8 years |
| −34.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −32.1% | Apr 2002 | Mar 2003 | Sep 2003 | 1.4 years |
| −25.0% | Jun 2015 | Feb 2016 | Feb 2017 | 1.7 years |
Annual returns
2002 from Feb 20 · 2026 through Oct 2