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American Funds SMALLCAP World 529E (CSPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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62.03-0.31 (-0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.32%
5-year average return6.38%
Number of years up17
Number of years down4
Best 1-yr total return (27 Jun 2024)53.09%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return53.09%
Worst 3-yr total return-3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSPEXCategory
YTD1.06%12.99%
1-month3.49%1.30%
3-month-0.40%6.38%
1-year13.70%53.27%
3-year-5.38%14.94%
5-year7.59%15.72%
10-year7.42%9.30%
Last bull market24.15%18.45%
Last bear market-19.41%-25.47%

Annual total return (%) history

Year
CSPEXCategory
2024
N/AN/A
2023
18.58%N/A
2022
-30.06%N/A
2021
10.01%N/A
2020
37.10%24.89%
2019
30.47%26.49%
2018
-9.96%-14.25%
2017
26.48%25.44%
2016
5.46%9.32%
2015
2.28%-1.23%
2014
1.51%-0.42%
2013
28.90%30.99%
2012
21.56%18.46%
2011
-14.61%-11.76%
2010
24.49%20.56%
2009
53.09%47.20%
2008
-49.57%-44.69%
2007
16.71%9.94%
2006
22.51%19.63%
2005
16.12%14.86%
2004
17.28%20.29%
2003
49.90%44.66%
2002
N/A-18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.35%N/AN/AN/A
20236.36%5.05%-6.19%13.12%
2022-15.61%-19.41%-4.65%7.84%
20213.17%7.71%-0.41%-0.60%
2020-22.61%31.75%10.20%22.02%
201915.42%4.12%-2.17%10.98%
20181.25%3.02%3.18%-16.34%
20178.33%5.68%5.39%4.83%
2016-2.94%2.47%8.64%-2.39%
20155.30%5.96%-11.08%3.10%
20141.15%2.97%-5.16%2.77%
20138.99%1.03%11.07%5.39%
201216.83%-5.65%7.13%2.94%
20112.62%-0.33%-21.07%5.77%
20106.78%-8.34%15.80%9.85%
2009-6.10%27.94%21.67%4.74%
2008-11.32%-3.16%-19.08%-27.43%
20075.67%10.12%4.05%-3.61%
200612.08%-3.96%2.13%11.44%
2005-0.19%2.23%8.92%4.48%
20047.18%-2.49%-0.86%13.20%
2003-5.12%23.55%10.85%15.36%
2002-8.88%-18.03%1.54%N/A

Rank in category (by total return)

YTD58
1-month72
3-month73
1-year48
3-year65
5-year56

Load adjusted returns

1-year13.70%
3-year-5.38%
5-year7.59%
10-year7.42%