Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSLFX (SMALLCAP WORLD FUND INC CLASS R-5) | 9.44% | 21.36% | 12.28% | -0.16% | 8.76% | 8.43% | 7.76% | … | … |
Data as of 06/05/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSLFX (SMALLCAP WORLD FUND INC CLASS R-5) | 06/07/2002 | 06/05/2026 |
| 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 (%) | -3.14 | 21.36 | 12.28 | -0.16 | 8.76 | 8.43 | 7.76 | … | … | 9.44 | 14.45 | 2.66 | 19.27 | -29.67 | 1.33 | 35.75 | 31.20 | -9.50 | 27.23 | 6.11 | 2.93 | 2.19 | 29.74 | 22.42 | -14.08 | 25.37 | 54.12 | -49.25 | 17.53 | 23.30 | 16.88 | 18.07 | 50.97 | -19.22 |
| Sharpe Ratio | NA | 1.16 | 0.55 | -0.14 | 0.39 | NA | NA | … | … | 1.05 | 0.66 | -0.07 | 1.09 | -1.21 | 0.07 | 1.18 | 2.46 | -0.73 | 3.66 | 0.41 | 0.21 | 0.19 | 2.86 | 1.70 | -0.61 | 1.43 | 2.27 | -1.58 | 0.90 | 1.63 | 1.43 | 1.30 | 3.92 | -1.75 |
| Standard Deviation(%) | NA | 16.19 | 16.25 | 18.80 | 18.27 | NA | NA | … | … | 19.84 | 17.58 | 14.24 | 14.48 | 25.70 | 18.97 | 30.03 | 12.08 | 14.97 | 7.30 | 14.31 | 13.53 | 11.28 | 10.40 | 13.26 | 23.04 | 17.71 | 23.81 | 31.61 | 16.01 | 12.24 | 10.19 | 13.11 | 12.83 | 18.56 |
| Draw Down(%) | NA | 11.80 | 21.32 | 44.59 | 44.59 | NA | NA | … | … | 11.80 | 18.78 | 9.47 | 15.76 | 35.41 | 18.47 | 34.22 | 6.15 | 21.78 | 2.98 | 15.72 | 14.84 | 10.96 | 7.51 | 11.37 | 27.20 | 13.85 | 21.49 | 58.02 | 13.21 | 15.97 | 8.21 | 13.78 | 12.55 | 27.08 |
| Yield(%) | 0.00 | 5.17 | 2.63 | 1.14 | 3.01 | 4.15 | 4.57 | … | … | 0.00 | 5.34 | 0.92 | 1.07 | 0.18 | 0.00 | 0.00 | 5.16 | 5.72 | 5.30 | 0.67 | 6.15 | 9.60 | 5.94 | 2.03 | 0.60 | 1.97 | 1.47 | 0.00 | 12.90 | 12.30 | 3.75 | 1.53 | 0.55 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLFX (SMALLCAP WORLD FUND INC CLASS R-5) |
-15.98%
Feb 2006 – Feb 2009 |
-3.49%
Feb 2004 – Feb 2009 |
5.33%
Oct 2013 – Oct 2023 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLFX (SMALLCAP WORLD FUND INC CLASS R-5) |
35.02%
Mar 2003 – Mar 2006 |
27.13%
Oct 2002 – Oct 2007 |
16.07%
Feb 2009 – Feb 2019 |
12.84%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
