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American Funds SMALLCAP World 529F (CSPFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.75+0.41 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.35%
5-year average return6.77%
Number of years up17
Number of years down4
Best 1-yr total return (4 Jul 2024)53.83%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return53.83%
Worst 3-yr total return-2.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSPFXCategory
YTD0.49%12.99%
1-month-0.71%1.30%
3-month-2.85%6.38%
1-year6.85%53.27%
3-year-5.91%14.94%
5-year6.80%15.72%
10-year7.40%9.30%
Last bull market24.35%18.45%
Last bear market-19.34%-25.47%

Annual total return (%) history

Year
CSPFXCategory
2024
N/AN/A
2023
19.02%N/A
2022
-29.79%N/A
2021
10.46%N/A
2020
37.71%24.89%
2019
31.00%26.49%
2018
-9.55%-14.25%
2017
27.00%25.44%
2016
5.89%9.32%
2015
2.75%-1.23%
2014
1.92%-0.42%
2013
29.52%30.99%
2012
22.13%18.46%
2011
-14.22%-11.76%
2010
25.12%20.56%
2009
53.83%47.20%
2008
-49.31%-44.69%
2007
17.28%9.94%
2006
23.13%19.63%
2005
16.62%14.86%
2004
17.53%20.29%
2003
50.39%44.66%
2002
N/A-18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.44%-2.85%N/AN/A
20236.45%5.16%-6.09%13.22%
2022-15.53%-19.34%-4.55%7.95%
20213.27%7.82%-0.30%-0.50%
2020-22.53%31.90%10.33%22.15%
201915.54%4.22%-2.05%11.07%
20181.38%3.13%3.29%-16.25%
20178.45%5.78%5.50%4.93%
2016-2.85%2.57%8.75%-2.29%
20155.44%6.09%-11.00%3.21%
20141.25%3.07%-5.05%2.87%
20139.14%1.13%11.18%5.54%
201216.96%-5.54%7.29%3.03%
20112.74%-0.23%-20.97%5.89%
20106.88%-8.19%15.94%9.99%
2009-6.02%28.11%21.82%4.88%
2008-11.23%-3.02%-18.99%-27.32%
20075.76%10.26%4.17%-3.45%
200612.21%-3.83%2.24%11.60%
2005-0.13%2.35%9.03%4.63%
20047.23%-2.44%-0.79%13.25%
2003-5.05%23.65%10.95%15.45%
20021.60%N/AN/AN/A

Rank in category (by total return)

YTD44
1-month28
3-month55
1-year46
3-year60
5-year43

Load adjusted returns

1-year6.85%
3-year-5.91%
5-year6.80%
10-year7.40%