Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSPAX (SMALLCAP WORLD FUND INC CLASS 529-A) | 9.29% | 20.97% | 11.88% | -0.62% | 8.30% | 7.98% | 7.34% | … | … |
Data as of 06/05/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSPAX (SMALLCAP WORLD FUND INC CLASS 529-A) | 03/15/2002 | 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 (%) | -3.15 | 20.97 | 11.88 | -0.62 | 8.30 | 7.98 | 7.34 | … | … | 9.29 | 14.05 | 2.30 | 18.82 | -29.92 | 0.45 | 35.15 | 30.70 | -9.83 | 26.77 | 5.67 | 2.54 | 1.78 | 29.23 | 21.88 | -14.40 | 25.02 | 53.54 | -49.44 | 17.13 | 22.90 | 16.53 | 17.67 | 50.52 | -23.22 |
| Sharpe Ratio | NA | 1.13 | 0.53 | -0.16 | 0.37 | NA | NA | … | … | 1.03 | 0.64 | -0.09 | 1.06 | -1.22 | 0.02 | 1.16 | 2.41 | -0.75 | 3.60 | 0.38 | 0.19 | 0.16 | 2.81 | 1.66 | -0.63 | 1.41 | 2.24 | -1.59 | 0.88 | 1.60 | 1.40 | 1.27 | 3.88 | -1.74 |
| Standard Deviation(%) | NA | 16.18 | 16.25 | 18.86 | 18.31 | NA | NA | … | … | 19.85 | 17.56 | 14.24 | 14.49 | 25.69 | 19.28 | 30.03 | 12.14 | 14.99 | 7.29 | 14.33 | 13.53 | 11.29 | 10.41 | 13.27 | 23.04 | 17.71 | 23.84 | 31.64 | 15.99 | 12.23 | 10.20 | 13.10 | 12.85 | 16.85 |
| Draw Down(%) | NA | 11.83 | 21.41 | 45.11 | 45.11 | NA | NA | … | … | 11.83 | 18.83 | 9.50 | 15.84 | 35.60 | 19.00 | 34.23 | 6.20 | 21.88 | 3.00 | 15.77 | 14.95 | 11.04 | 7.55 | 11.45 | 27.31 | 13.79 | 21.57 | 58.17 | 13.22 | 16.00 | 8.25 | 13.88 | 12.58 | 31.81 |
| Yield(%) | 0.00 | 5.18 | 2.42 | 1.00 | 2.88 | 3.99 | 4.37 | … | … | 0.00 | 5.35 | 0.60 | 0.74 | 0.00 | 0.00 | 0.00 | 5.39 | 5.95 | 5.47 | 0.31 | 6.31 | 9.79 | 6.03 | 1.58 | 0.27 | 1.74 | 1.01 | 0.00 | 12.64 | 12.03 | 3.56 | 1.23 | 0.39 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPAX (SMALLCAP WORLD FUND INC CLASS 529-A) |
-16.25%
Feb 2006 – Feb 2009 |
-3.81%
Feb 2004 – Feb 2009 |
4.88%
Oct 2013 – Oct 2023 |
4.13%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSPAX (SMALLCAP WORLD FUND INC CLASS 529-A) |
34.55%
Mar 2003 – Mar 2006 |
26.73%
Oct 2002 – Oct 2007 |
15.62%
Feb 2009 – Feb 2019 |
12.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart