RSLFX
American Funds SMALLCAP World Fund Class R-5
Mutual fund
$86.81+0.86 (+1.00%)Close Oct 2, 2026
May 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $88,037
- CAGR
- +9.33%
- Max drawdown
- −62.27%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.22%
- 3M
- −2.44%
- 6M
- +12.29%
- YTD
- +12.43%
- 1Y
- +14.59%
- 3Y
- +14.80%
- 5Y
- +1.77%
- 10Y
- +9.57%
- 15Y
- +11.01%
- 20Y
- +8.38%
- Since 2002
- +9.33%
Metrics
Since 2002| Volatility | 17.52% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.15 |
| Best year, 2009 | +54.12% |
| Worst year, 2008 | −49.22% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.3 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −62.3% | Oct 2007 | Mar 2009 | Feb 2013 | 5.3 years |
| −39.6% | Sep 2021 | Oct 2022 | Apr 2026 | 4.6 years |
| −34.2% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −30.9% | May 2002 | Oct 2002 | Aug 2003 | 1.3 years |
| −24.4% | Jun 2015 | Feb 2016 | Feb 2017 | 1.6 years |
Annual returns
2002 from May 15 · 2026 through Oct 2