FSWFX
American Funds SMALLCAP World Fund Class 529-F-2
Mutual fund
$82.67+0.82 (+1.00%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $15,068
- CAGR
- +7.17%
- Max drawdown
- −39.62%
- Sharpe ratio
- 0.47
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.21%
- 3M
- −2.44%
- 6M
- +12.26%
- YTD
- +12.40%
- 1Y
- +14.52%
- 3Y
- +14.74%
- 5Y
- +1.71%
- Since 2020
- +7.17%
Metrics
Since 2020| Volatility | 18.15% |
|---|---|
| Sortino ratio | 0.68 |
| Calmar ratio | 0.18 |
| Best year, 2023 | +19.22% |
| Worst year, 2022 | −29.71% |
| Positive years | 4 of 5 |
| Longest drawdown | 4.6 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.6% | Sep 2021 | Oct 2022 | Apr 2026 | 4.6 years |
| −10.0% | Feb 2021 | Mar 2021 | Apr 2021 | 2 months |
| −8.7% | Jun 2026 | Jul 2026 | Aug 2026 | 2 months |
| −8.0% | Apr 2021 | May 2021 | Jun 2021 | 2 months |
| −6.6% | Aug 2026 | Sep 2026 | Not yet | 2 months so far |
Annual returns
2020 from Oct 30 · 2026 through Oct 2