Nasdaq - Delayed Quote USD

American Funds SMALLCAP World 529F (CSPFX)

69.25
+0.38
+(0.55%)
At close: May 16 at 8:00:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.85%
5y Average Return 7.87%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 37.71%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 37.71%
Worst 3Y Total Return -5.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSPFX
Category
YTD
-4.68%
12.99%
1-Month
1.97%
1.30%
3-Month
-7.04%
6.38%
1-Year
-0.12%
53.27%
3-Year
2.26%
14.94%
5-Year
7.02%
15.72%
10-Year
6.59%
9.30%
Last Bull Market
10.86%
18.45%
Last Bear Market
-19.34%
-25.47%

Annual Total Return (%) History

Year
CSPFX
Category
2025
--
--
2024
2.45%
--
2023
19.02%
--
2022
-29.79%
--
2021
10.46%
--
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
--
-18.01%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.52% -- -- --
2024 3.44% -2.85% 6.49% -4.27%
2023 6.45% 5.16% -6.09% 13.22%
2022 -15.53% -19.34% -4.55% 7.95%
2021 3.27% 7.82% -0.30% -0.50%
2020 -22.53% 31.90% 10.33% 22.15%
2019 15.54% 4.22% -2.05% 11.07%
2018 1.38% 3.13% 3.29% -16.25%
2017 8.45% 5.78% 5.50% 4.93%
2016 -2.85% 2.57% 8.75% -2.29%

2015 5.44% 6.09% -11.00% 3.21%
2014 1.25% 3.07% -5.05% 2.87%
2013 9.14% 1.13% 11.18% 5.54%
2012 16.96% -5.54% 7.29% 3.03%
2011 2.74% -0.23% -20.97% 5.89%
2010 6.88% -8.19% 15.94% 9.99%
2009 -6.02% 28.11% 21.82% 4.88%
2008 -11.23% -3.02% -18.99% -27.32%
2007 5.76% 10.26% 4.17% -3.45%
2006 12.21% -3.83% 2.24% 11.60%
2005 -0.13% 2.35% 9.03% 4.63%
2004 7.23% -2.44% -0.79% 13.25%
2003 -5.05% 23.65% 10.95% 15.45%
2002 1.60% -- -- --

Rank in Category (By Total Return)

YTD 70
1-Month 31
3-Month 64
1-Year 64
3-Year 52
5-Year 67

Load Adjusted Returns

1-Year -0.12%
3-Year 2.26%
5-Year 7.02%
10-Year 6.59%

Performance & Risk

YTD Return 1.85%
5y Average Return 7.87%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family American Funds
Net Assets 69.8B
YTD Return -4.68%
Yield 0.77%
Morningstar Rating
Inception Date Aug 29, 2014

Fund Summary

Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.

Related Tickers

FSHCX Fidelity Select Health Care Svcs Port
101.26
+2.98%
 
BIPSX ProFunds Biotechnology UltraSector Fund
18.86
+2.72%
 
BIPIX ProFunds Biotechnology UltraSector Fund
36.26
+2.69%
 
UMPIX ProFunds UltraMid Cap Fund
62.39
+2.13%
 
UMPSX ProFunds UltraMid Cap Fund
47.98
+2.11%
 
FSPHX Fidelity Select Health Care
24.94
+2.00%
 
PRHSX T. Rowe Price Health Sciences
74.79
+1.82%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
15.63
0.00%
 
THISX T. Rowe Price Health Sciences I
75.01
+1.82%
 
SHSAX BlackRock Health Sciences Opps Inv A
60.56
+1.68%
 
UDPIX ProFunds Ultra Dow 30 ProFund
76.70
+1.67%
 
SHSSX BlackRock Health Sciences Opps Instl
65.28
+1.67%
 
SHSKX BlackRock Health Sciences Opps K
65.42
+1.66%
 
SHSCX BlackRock Health Sciences Opps Inv C
48.34
+1.66%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
58.31
+1.66%
 
SHISX BlackRock Health Sciences Opps Svc
60.90
+1.65%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.49
+1.64%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.20
+1.63%
 
RYCVX Rydex Dow 2x Strategy H
162.51
+1.61%
 
RYLDX Rydex Dow 2x Strategy A
163.22
+1.61%
 
RYCYX Rydex Dow 2x Strategy C
134.37
+1.61%
 
RYMDX Rydex Mid-Cap 1.5x Strategy H
127.70
+1.58%
 
RYAHX Rydex Mid-Cap 1.5x Strategy A
127.11
+1.58%
 
FPHAX Fidelity Select Pharmaceuticals Port
23.31
+1.57%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
64.01
+1.52%
 
JFNSX Janus Henderson Global Life Sciences Fund
60.75
+1.52%
 
JNGLX Janus Henderson Global Life Sciences D
64.12
+1.52%
 
PHLQX PGIM Jennison Health Sciences R6
40.14
+1.52%
 
JFNIX Janus Henderson Global Life Sciences Fund
64.25
+1.52%
 
JAGLX Janus Henderson Global Life Sciences T
63.70
+1.51%
 
JFNCX Janus Henderson Global Life Sciences Fund
53.76
+1.51%
 
JFNAX Janus Henderson Global Life Sciences Fund
62.52
+1.51%
 
PHLAX PGIM Jennison Health Sciences A
30.97
+1.51%
 
PHSZX PGIM Jennison Health Sciences Z
39.73
+1.51%
 
AVALX Aegis Value I
43.95
+1.50%
 
PJHRX PGIM Jennison Health Sciences R
28.52
+1.49%
 
MSSGX Morgan Stanley Inst Inception I
15.62
+1.49%
 
MFLLX Morgan Stanley Inst Inception R6
15.80
+1.48%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
69.40
+1.43%
 
PRUQX PGIM Jennison Utility R6
15.69
+1.42%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
55.00
+1.42%
 
HICGX Hennessy Cornerstone Growth Inst
33.05
+1.41%
 
HFCGX Hennessy Cornerstone Growth Investor
31.59
+1.38%
 
EMCAX Empiric Fund
65.51
+1.38%
 
LOGSX Live Oak Health Sciences
20.80
+1.36%
 
NWKCX Nationwide Geneva Small Cap Gr R6
84.17
+1.35%
 
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
82.85
+1.35%
 
NWHZX Nationwide Geneva Small Cap Gr A
78.39
+1.34%
 
DFDSX DF Dent Small Cap Growth Investor
23.79
+1.32%
 
GURAX NAA Risk Managed Real Estate A
32.27
+1.32%
 
GURIX NAA Risk Managed Rl Estt Inst
32.78
+1.30%
 
BPTIX Baron Partners Institutional
209.80
+1.29%
 
BPTRX Baron Partners Retail
200.73
+1.29%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.99
+1.28%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
19.01
+1.28%
 
WASMX Boston Trust Walden SMID Cap
24.69
+1.27%
 
QISGX Federated Hermes MDT Small Cap Growth IS
27.09
+1.27%
 
PXSGX Virtus KAR Small-Cap Growth I
31.08
+1.27%
 
CSRIX Cohen & Steers Instl Realty Shares
49.67
+1.26%
 
GIUIX NAA Mid Growth Institutional
37.69
+1.26%
 
CSRSX Cohen & Steers Realty Shares L
68.18
+1.26%
 
CSJZX Cohen & Steers Realty Shares Z
68.33
+1.26%
 
CSJCX Cohen & Steers Realty Shares C
67.85
+1.25%
 
CSJIX Cohen & Steers Realty Shares I
68.15
+1.25%
 
SEIRX SEI Real Estate I (SIMT)
16.23
+1.25%
 
CSJAX Cohen & Steers Realty Shares A
68.19
+1.25%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
16.27
+1.24%
 
CSJRX Cohen & Steers Realty Shares R
68.34
+1.24%
 
SREYX SEI Real Estate Y (SIMT)
16.28
+1.24%
 
IFPUX Independent Franchise Partners US Equity
20.48
+1.24%
 
SECUX NAA Mid Growth A
37.69
+1.24%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
18.89
+1.23%
 
CSCRX Columbia Small Cap Growth Inst2
28.01
+1.23%
 
CGOAX Columbia Small Cap Growth A
24.79
+1.22%
 
BUIOX Buffalo Early Stage Growth Instl
15.72
+1.22%
 
FSPCX Fidelity Select Insurance Port
96.27
+1.22%
 
CMSCX Columbia Small Cap Growth Inst
27.44
+1.22%
 
CMSHX Columbia Small Cap Growth S
27.44
+1.22%
 
AREDX American Century Real Estate R6
26.70
+1.21%
 
PJECX PGIM US Real Estate C
15.02
+1.21%
 
ABIZX AMG River Road Mid Cap Value Z
22.57
+1.21%
 
CSGYX Columbia Small Cap Growth Inst3
28.51
+1.21%
 
ABMIX AMG River Road Mid Cap Value I
22.74
+1.20%
 
FSHOX Fidelity Select Construction & Housing
119.77
+1.19%
 
FIJYX Fidelity Advisor Biotechnology Z
27.26
+1.19%
 
FSMEX Fidelity Select Medical Tech and Devcs
60.07
+1.18%
 
PJEAX PGIM US Real Estate A
15.51
+1.17%
 
PJEQX PGIM US Real Estate R6
15.54
+1.17%
 
PJEZX PGIM US Real Estate Z
15.54
+1.17%
 
SMAYX SEI Small Cap Growth Y (SIMT)
34.55
+1.17%
 
VRMCX Virtus KAR Mid-Cap Core R6
62.24
+1.17%
 
VMACX Virtus KAR Mid-Cap Core A
59.77
+1.17%
 
CCALX Conestoga Small Cap Institutional
75.39
+1.17%
 
VIMCX Virtus KAR Mid-Cap Core I
61.85
+1.16%
 
MMCGX Morgan Stanley Inst Discovery R6
24.52
+1.16%
 
FSTRX Federated Hermes MDT Large Cap Value A
32.41
+1.15%
 
QRLVX Federated Hermes MDT Large Cap Value R
32.43
+1.15%
 
CMGVX Columbia Select Mid Cap Gro Fd I2
28.95
+1.15%
 
FSTLX Federated Hermes MDT Large Cap Value R6
32.48
+1.15%
 
QCLVX Federated Hermes MDT Large Cap Value C
32.48
+1.15%