SCWFX
American Funds SmallCap World-F1
$62.70
-0.35 (-0.56%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Small & Mid |
|---|---|
| Market Cap | 68791.306M |
| 52 Week High | 67.38 |
| 52 Week Low | 53.486 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | SCWFX |
|---|---|
| Type | Mutual Fund |
| Category | World Small & Mid |
| Price | 62.7 |
| Price Yesterday | 63.05 |
| Market Cap | 68,791.31 |
| YTD Return | -3.79% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0109 |
Overview
| 52 Week High | 67.38 |
|---|---|
| 52 Week Low | 53.49 |
| Market Cap | 68,791.31M |
| Shares Outstanding | 1,097.15M |
| Income Dividend Yield | 0.62% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.62% |
Returns Annualized
| One Day | -75.44% |
|---|---|
| Five Days | -80.88% |
| One Months | -43.49% |
| Three Months | -2.58% |
| Six Months | 29.01% |
| Nine Months | -1.80% |
| One Year | 6.87% |
| Three Years | -6.61% |
| Five Years | 6.30% |
| Ten Years | 7.37% |
| YTD | -12.04% |
| Since Inception | 8.60% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | -3.23% |
| One Month | -4.86% |
| Three Months | -0.65% |
| Six Months | 13.45% |
| Nine Months | -1.36% |
| One Year | 6.86% |
| Three Years | -18.53% |
| Five Years | 35.63% |
| Ten Years | 103.33% |
| YTD | -3.79% |
| Since Inception | 565.18% |
Yearly Returns
| 2024 | -3.79% |
|---|---|
| 2023 | 18.80% |
| 2022 | -29.92% |
| 2021 | 10.23% |
| 2020 | 37.39% |
| 2019 | 30.72% |
| 2018 | -9.73% |
| 2017 | 26.77% |
| 2016 | 5.75% |
| 2015 | 2.59% |
Risk against SP-DA
| Alpha | -15.13% |
|---|---|
| Beta | 1.03 |
| Correlation | 88.28% |
| Downside Deviation | 3.93% |
| Coefficient of determination | 77.93% |
| Standard Deviation | 3.99% |
| Sharpe Ratio | -1.06 |
| Sortino | -3.72 |
| Treynor | 1.44 |
| Ulcer Index | 5.52 |
| Ulcer Performance Index | -2.65 |