RSEBX
American Funds SMALLCAP World Fund Class R-2E
Mutual fund
$78.91+0.79 (+1.01%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $25,267
- CAGR
- +7.97%
- Max drawdown
- −40.09%
- Sharpe ratio
- 0.53
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.17%
- 3M
- −2.60%
- 6M
- +11.88%
- YTD
- +11.82%
- 1Y
- +13.75%
- 3Y
- +13.95%
- 5Y
- +1.01%
- 10Y
- +8.77%
- Since 2014
- +7.97%
Metrics
Since 2014| Volatility | 17.39% |
|---|---|
| Sortino ratio | 0.73 |
| Calmar ratio | 0.20 |
| Best year, 2020 | +36.86% |
| Worst year, 2022 | −30.20% |
| Positive years | 9 of 11 |
| Longest drawdown | 4.7 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −40.1% | Sep 2021 | Oct 2022 | May 2026 | 4.7 years |
| −34.3% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −24.7% | Jun 2015 | Feb 2016 | Feb 2017 | 1.6 years |
| −22.0% | Aug 2018 | Dec 2018 | Jul 2019 | 10 months |
| −10.0% | Feb 2021 | Mar 2021 | Apr 2021 | 2 months |
Annual returns
2014 from Aug 29 · 2026 through Oct 2