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American Funds SMALLCAP World 529C (CSPCX)

56.83
+0.13
+(0.23%)
At close: 8:00:26 PM EDT

Fund Summary

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 36.34%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 4

Performance & Risk

YTD Return 1.50%
5y Average Return 6.86%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CSPCXCategory AverageCSPCXCategory AverageCSPCXCategory Average
Alpha -8.79 -0.01 -7.38 -0 -3.08 -0.01
BETA 1.11 0.01 1.14 0.01 1.09 0.01
Mean Annual Return 0.24 0.01 0.64 0.01 0.58 0.01
R-squared 88.94 0.84 83.81 0.79 84.03 0.78
Standard Deviation 18.2 0.23 19.01 0.18 17.61 0.18
Sharpe Ratio -0.09 0.01 0.25 0.01 0.28 0.01
Treynor Ratio -3.06 0.12 2.76 0.13 3.27 0.08

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