Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSLDX (SMALLCAP WORLD FUND INC CLASS R-5E) | 8.66% | 18.59% | 11.19% | 1.19% | 9.87% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSLDX (SMALLCAP WORLD FUND INC CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.29 | 18.59 | 11.19 | 1.19 | 9.87 | NA | NA | … | … | 8.66 | 10.37 | 2.55 | 19.15 | -29.75 | 10.38 | 37.77 | 31.10 | -9.56 | 27.09 | 5.90 | -1.25 |
| Sharpe Ratio | NA | 1.15 | 0.55 | -0.05 | 0.46 | NA | NA | … | … | 1.05 | 0.42 | -0.07 | 1.08 | -1.22 | 0.64 | 1.24 | 2.45 | -0.73 | 3.60 | 0.40 | -0.97 |
| Standard Deviation(%) | NA | 16.21 | 16.26 | 18.27 | 18.02 | NA | NA | … | … | 19.84 | 18.11 | 14.26 | 14.50 | 25.70 | 16.16 | 30.09 | 12.07 | 14.98 | 7.38 | 14.30 | 11.98 |
| Draw Down(%) | NA | 11.81 | 21.33 | 39.65 | 39.65 | NA | NA | … | … | 11.81 | 18.79 | 9.49 | 15.80 | 35.46 | 11.13 | 34.23 | 6.16 | 21.78 | 3.00 | 15.74 | 4.91 |
| Yield(%) | 0.00 | 5.21 | 2.59 | 2.78 | 5.06 | 3.56 | 2.67 | … | … | 0.00 | 5.47 | 0.86 | 1.01 | 0.12 | 9.30 | 2.15 | 5.31 | 5.88 | 5.43 | 0.81 | 6.01 |
Data as of 06/10/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLDX (SMALLCAP WORLD FUND INC CLASS R-5E) |
-6.28%
Apr 2021 – Apr 2024 |
0.76%
Mar 2021 – Mar 2026 |
9.07%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLDX (SMALLCAP WORLD FUND INC CLASS R-5E) |
25.86%
Dec 2018 – Dec 2021 |
20.46%
Feb 2016 – Feb 2021 |
11.01%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart