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Nasdaq - Delayed Quote USD

American Funds SMALLCAP World F2 (SMCFX)

63.15
+0.59
+(0.94%)
At close: April 17 at 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.95%
5y Average Return 7.01%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 37.79%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 37.79%
Worst 3Y Total Return -4.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMCFX
Category
YTD
-6.49%
12.99%
1-Month
-4.46%
1.30%
3-Month
-6.49%
6.38%
1-Year
-7.27%
53.27%
3-Year
-1.65%
14.94%
5-Year
9.58%
15.72%
10-Year
6.69%
9.30%
Last Bull Market
10.96%
18.45%
Last Bear Market
-19.30%
-25.47%

Annual Total Return (%) History

Year
SMCFX
Category
2025
--
--
2024
2.60%
--
2023
19.19%
--
2022
-29.72%
--
2021
10.55%
--
2020
37.79%
24.89%
2019
31.12%
26.49%
2018
-9.47%
-14.25%

2017
27.16%
25.44%
2016
6.02%
9.32%
2015
2.88%
-1.23%
2014
2.07%
-0.42%
2013
29.66%
30.99%
2012
22.35%
18.46%
2011
-14.11%
-11.76%
2010
25.27%
20.56%
2009
54.09%
47.20%
2008
--
-44.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.49% -- -- --
2024 3.46% -2.81% 6.52% -4.22%
2023 6.50% 5.19% -6.06% 13.26%
2022 -15.51% -19.30% -4.55% 7.99%
2021 3.29% 7.85% -0.29% -0.48%
2020 -22.52% 31.92% 10.35% 22.15%
2019 15.57% 4.25% -2.04% 11.10%
2018 1.40% 3.16% 3.30% -16.21%
2017 8.51% 5.80% 5.54% 4.96%
2016 -2.81% 2.62% 8.78% -2.28%

2015 5.46% 6.11% -10.97% 3.26%
2014 1.28% 3.12% -5.01% 2.89%
2013 9.14% 1.19% 11.23% 5.55%
2012 16.99% -5.49% 7.30% 3.12%
2011 2.78% -0.20% -20.95% 5.94%
2010 6.94% -8.21% 15.98% 10.03%
2009 -5.99% 28.16% 21.89% 4.93%
2008 -27.29% -- -- --

Rank in Category (By Total Return)

YTD 71
1-Month 60
3-Month 71
1-Year 70
3-Year 55
5-Year 61

Load Adjusted Returns

1-Year -7.27%
3-Year -1.65%
5-Year 9.58%
10-Year 6.69%

Performance & Risk

YTD Return -8.95%
5y Average Return 7.01%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family American Funds
Net Assets 68.67B
YTD Return -6.49%
Yield 0.92%
Morningstar Rating
Inception Date Oct 30, 2020

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.

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