SFCWX
American Funds SmallCap World-F3
$65.21
-0.37 (-0.56%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Small & Mid |
|---|---|
| Market Cap | 68793.941M |
| 52 Week High | 70.07 |
| 52 Week Low | 55.519 |
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Key Data
| Symbol | SFCWX |
|---|---|
| Type | Mutual Fund |
| Category | World Small & Mid |
| Price | 65.21 |
| Price Yesterday | 65.58 |
| Market Cap | 68,793.94 |
| YTD Return | -3.68% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 70.07 |
|---|---|
| 52 Week Low | 55.52 |
| Market Cap | 68,793.94M |
| Shares Outstanding | 1,054.96M |
| Income Dividend Yield | 1.02% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.02% |
Returns Annualized
| One Day | -76.00% |
|---|---|
| Five Days | -80.82% |
| One Months | -43.22% |
| Three Months | -2.18% |
| Six Months | 29.58% |
| Nine Months | -1.38% |
| One Year | 7.32% |
| Three Years | -6.22% |
| Five Years | 6.73% |
| Ten Years | -999 |
| YTD | -11.70% |
| Since Inception | 8.43% |
Returns Total
| One Day | -0.56% |
|---|---|
| Five Days | -3.22% |
| One Month | -4.82% |
| Three Months | -0.55% |
| Six Months | 13.70% |
| Nine Months | -1.04% |
| One Year | 7.31% |
| Three Years | -17.52% |
| Five Years | 38.42% |
| Ten Years | -999 |
| YTD | -3.68% |
| Since Inception | 79.21% |
Yearly Returns
| 2024 | -3.68% |
|---|---|
| 2023 | 19.32% |
| 2022 | -29.64% |
| 2021 | 10.67% |
| 2020 | 37.92% |
| 2019 | 31.27% |
| 2018 | -9.39% |
| 2017 | 22.07% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -14.73% |
|---|---|
| Beta | 1.04 |
| Correlation | 88.52% |
| Downside Deviation | 3.90% |
| Coefficient of determination | 78.35% |
| Standard Deviation | 3.99% |
| Sharpe Ratio | -1.02 |
| Sortino | -3.63 |
| Treynor | 1.87 |
| Ulcer Index | 5.47 |
| Ulcer Performance Index | -2.59 |