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American Funds SMALLCAP World 529A (CSPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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66.09-0.21 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.43%
5-year average return7.58%
Number of years up17
Number of years down4
Best 1-yr total return (27 May 2024)53.54%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return53.54%
Worst 3-yr total return-2.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSPAXCategory
YTD-2.29%12.99%
1-month-5.49%1.30%
3-month0.86%6.38%
1-year8.47%53.27%
3-year-6.48%14.94%
5-year6.24%15.72%
10-year7.53%9.30%
Last bull market24.26%18.45%
Last bear market-19.37%-25.47%

Annual total return (%) history

Year
CSPAXCategory
2024
N/AN/A
2023
18.81%N/A
2022
-29.92%N/A
2021
10.25%N/A
2020
37.38%24.89%
2019
30.70%26.49%
2018
-9.75%-14.25%
2017
26.76%25.44%
2016
5.67%9.32%
2015
2.52%-1.23%
2014
1.73%-0.42%
2013
29.23%30.99%
2012
21.88%18.46%
2011
-14.40%-11.76%
2010
24.88%20.56%
2009
53.54%47.20%
2008
-49.41%-44.69%
2007
17.06%9.94%
2006
22.90%19.63%
2005
16.53%14.86%
2004
17.67%20.29%
2003
50.52%44.66%
2002
N/A-18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.39%N/AN/AN/A
20236.40%5.13%-6.14%13.17%
2022-15.56%-19.37%-4.61%7.90%
20213.21%7.77%-0.34%-0.54%
2020-22.57%31.81%10.27%22.06%
201915.44%4.19%-2.12%11.01%
20181.31%3.08%3.23%-16.28%
20178.42%5.74%5.44%4.87%
2016-2.89%2.53%8.70%-2.35%
20155.37%6.04%-11.06%3.16%
20141.21%3.02%-5.09%2.80%
20139.08%1.09%11.11%5.48%
201216.92%-5.60%7.23%2.99%
20112.69%-0.28%-21.00%5.80%
20106.85%-8.26%15.87%9.94%
2009-6.03%28.04%21.74%4.82%
2008-11.26%-3.08%-19.02%-27.37%
20075.73%10.20%4.12%-3.51%
200612.14%-3.88%2.22%11.55%
2005-0.13%2.35%8.99%4.60%
20047.25%-2.41%-0.75%13.27%
2003-4.99%23.69%10.98%15.41%
2002-8.87%-17.93%1.65%N/A

Rank in category (by total return)

YTD51
1-month61
3-month59
1-year35
3-year63
5-year40

Load adjusted returns

1-year4.67%
3-year-7.58%
5-year5.48%
10-year7.15%