RSLDX
American Funds SMALLCAP World Fund Class R-5E
Mutual fund
$83.27+0.83 (+1.01%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $26,436
- CAGR
- +9.36%
- Max drawdown
- −39.65%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.22%
- 3M
- −2.45%
- 6M
- +12.25%
- YTD
- +12.38%
- 1Y
- +14.48%
- 3Y
- +14.70%
- 5Y
- +1.67%
- 10Y
- +9.46%
- Since 2015
- +9.36%
Metrics
Since 2015| Volatility | 17.79% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.24 |
| Best year, 2020 | +37.77% |
| Worst year, 2022 | −29.75% |
| Positive years | 8 of 10 |
| Longest drawdown | 4.6 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.6% | Sep 2021 | Oct 2022 | Apr 2026 | 4.6 years |
| −34.2% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −21.8% | Aug 2018 | Dec 2018 | Jul 2019 | 10 months |
| −17.8% | Dec 2015 | Feb 2016 | Jun 2016 | 6 months |
| −10.0% | Feb 2021 | Mar 2021 | Apr 2021 | 2 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2