CSPEX
American Funds SMALLCAP World Fund Class 529-E
Mutual fund
$76.70+0.76 (+1.00%)Close Oct 2, 2026
Mar 14, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $76,597
- CAGR
- +8.65%
- Max drawdown
- −62.61%
- Sharpe ratio
- 0.56
Loading the growth chart…
Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.17%
- 3M
- −2.57%
- 6M
- +11.99%
- YTD
- +11.99%
- 1Y
- +13.96%
- 3Y
- +14.17%
- 5Y
- +1.21%
- 10Y
- +8.96%
- 15Y
- +10.36%
- 20Y
- +7.73%
- Since 2002
- +8.65%
Metrics
Since 2002| Volatility | 17.50% |
|---|---|
| Sortino ratio | 0.78 |
| Calmar ratio | 0.14 |
| Best year, 2009 | +53.10% |
| Worst year, 2008 | −49.57% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.6% | Oct 2007 | Mar 2009 | Apr 2013 | 5.5 years |
| −40.0% | Sep 2021 | Oct 2022 | May 2026 | 4.7 years |
| −34.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −31.9% | Apr 2002 | Oct 2002 | Sep 2003 | 1.4 years |
| −24.7% | Jun 2015 | Feb 2016 | Feb 2017 | 1.6 years |
Annual returns
2002 from Mar 14 · 2026 through Oct 2