Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSLAX (SMALLCAP WORLD FUND INC CLASS R-1) | 8.21% | 17.48% | 10.15% | -1.85% | 7.49% | 7.20% | 6.75% | … | … |
Data as of 06/10/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSLAX (SMALLCAP WORLD FUND INC CLASS R-1) | 06/10/2002 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.32 | 17.48 | 10.15 | -1.85 | 7.49 | 7.20 | 6.75 | … | … | 8.21 | 13.25 | 1.59 | 18.04 | -30.40 | -1.60 | 33.92 | 29.82 | -10.48 | 25.88 | 4.97 | 1.85 | 1.09 | 28.39 | 21.05 | -14.99 | 23.99 | 52.42 | -49.79 | 16.23 | 21.95 | 15.66 | 16.74 | 49.32 | -19.86 |
| Sharpe Ratio | NA | 1.08 | 0.48 | -0.21 | 0.32 | NA | NA | … | … | 0.99 | 0.59 | -0.14 | 1.00 | -1.24 | -0.08 | 1.12 | 2.34 | -0.80 | 3.47 | 0.33 | 0.13 | 0.10 | 2.72 | 1.60 | -0.65 | 1.35 | 2.20 | -1.60 | 0.82 | 1.52 | 1.32 | 1.20 | 3.77 | -1.80 |
| Standard Deviation(%) | NA | 16.19 | 16.25 | 19.02 | 18.39 | NA | NA | … | … | 19.83 | 17.58 | 14.25 | 14.49 | 25.70 | 20.04 | 30.05 | 12.10 | 14.98 | 7.29 | 14.31 | 13.54 | 11.27 | 10.42 | 13.26 | 23.06 | 17.74 | 23.82 | 31.65 | 15.99 | 12.25 | 10.17 | 13.09 | 12.89 | 18.61 |
| Draw Down(%) | NA | 11.89 | 21.60 | 46.25 | 46.25 | NA | NA | … | … | 11.89 | 18.91 | 9.53 | 16.01 | 35.94 | 20.24 | 34.28 | 6.34 | 22.05 | 3.04 | 15.83 | 15.08 | 11.22 | 7.61 | 11.53 | 27.54 | 13.99 | 21.67 | 58.45 | 13.27 | 16.05 | 8.33 | 14.12 | 12.69 | 27.31 |
| Yield(%) | 0.00 | 5.33 | 2.17 | 0.89 | 2.89 | 3.95 | 4.36 | … | … | 0.00 | 5.58 | 0.08 | 0.42 | 0.00 | 0.00 | 0.00 | 5.96 | 6.48 | 5.89 | 0.00 | 6.70 | 10.26 | 6.26 | 0.82 | 0.00 | 0.95 | 0.13 | 0.00 | 12.16 | 11.44 | 3.18 | 0.58 | 0.13 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLAX (SMALLCAP WORLD FUND INC CLASS R-1) |
-16.89%
Feb 2006 – Feb 2009 |
-4.54%
Feb 2004 – Feb 2009 |
3.99%
Oct 2013 – Oct 2023 |
3.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLAX (SMALLCAP WORLD FUND INC CLASS R-1) |
33.54%
Mar 2003 – Mar 2006 |
25.75%
Oct 2002 – Oct 2007 |
14.82%
Feb 2009 – Feb 2019 |
11.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
