American Funds SMALLCAP World A
(SMCWX)
-0.16
-0.35%
| 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 |
YTD
4/2013 |
|
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Total Return % |
50.4 | 17.76 | 16.53 | 22.96 | 17.15 | -49.4 | 53.49 | 24.92 | -14.34 | 21.94 | 11.05 |
|
% Rank in Cat |
23 | 21 | 15 | 19 | 16 | 85 | 8 | 7 | 84 | 10 | 26 |
|
+/- Category |
15.91 | 2.49 | 4.92 | 3.24 | 5.87 | -7.49 | 18.22 | 11.18 | -6.41 | 6.1 | 1.66 |
| +/- Index* | 11.81 | -2.49 | 2.99 | -3.38 | 5.98 | -6.02 | 21.71 | 17.17 | -2.2 | 4.62 | 0.44 |
-
Fund
-
Category: World Stock
| TOTAL RETURN % | +/- INDEX* | +/- CAT | % RANK IN CAT | |
|---|---|---|---|---|
| 1-Day | -0.35 | --- | --- | --- |
| 1-Week | -0.85 | --- | --- | --- |
| 4-Week | 4.85 | --- | --- | --- |
| 3-Month | 7.55 | 2.48 | 4.61 | 29 |
| Year-to-date | 14.21 | 3.6 | 9.39 | 26 |
| 1-Year | 28.57 | 9.18 | 14.37 | 42 |
| 3-Year Annualized | 14.66 | 7.22 | 8.72 | 39 |
| 5-Year Annualized | 4.49 | 5.42 | 2.14 | 20 |
| 10-Year Annualized | 12.42 | 3.19 | 9.23 | 5 |
Index: MSCI EAFE NR USD
| PERIOD | SMCWX |
|---|---|
| 1 Year | 9.05% |
| 3 Year | 7.53% |
| 5 Year | 2.93% |
| 10 Year | 11.76% |
| ONE YEAR RETURN | THREE YEAR RETURN | |
|---|---|---|
| Best | 61.64 (1999) | 27.32 (2003-2005) |
| Worst | -49.4 (2008) | -18.44 (2000-2002) |
All other Morningstar returns data through 04/30/2013
* Comparison index: MSCI EAFE NR USD
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