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American Funds SMALLCAP World 529-F-3 (FSFWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.12+0.53 (+0.80%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.84%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (2 Jul 2024)19.23%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return19.23%
Worst 3-yr total return-2.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSFWXCategory
YTD0.59%12.99%
1-month-0.70%1.30%
3-month-2.80%6.38%
1-year7.03%53.27%
3-year-5.75%14.94%
5-year6.87%15.72%
10-year7.36%9.30%
Last bull market24.43%18.45%
Last bear market-19.29%-25.47%

Annual total return (%) history

Year
FSFWXCategory
2024
N/AN/A
2023
19.23%N/A
2022
-29.68%N/A
2021
10.62%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.49%-2.80%N/AN/A
20236.51%5.20%-6.07%13.28%
2022-15.49%-19.29%-4.53%7.99%
20213.30%7.87%-0.27%-0.46%

Rank in category (by total return)

YTD43
1-month28
3-month53
1-year45
3-year57
5-year40

Load adjusted returns

1-year7.03%
3-year-5.75%
5-year6.87%
10-year7.36%