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American Funds SMALLCAP World R5E (RSLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.48+0.53 (+0.79%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.79%
5-year average return6.66%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)37.73%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return37.73%
Worst 3-yr total return-2.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSLDXCategory
YTD0.54%12.99%
1-month-0.71%1.30%
3-month-2.82%6.38%
1-year6.95%53.27%
3-year-5.83%14.94%
5-year6.87%15.72%
10-year7.43%9.30%
Last bull market24.37%18.45%
Last bear market-19.32%-25.47%

Annual total return (%) history

Year
RSLDXCategory
2024
N/AN/A
2023
19.14%N/A
2022
-29.75%N/A
2021
10.51%N/A
2020
37.73%24.89%
2019
31.08%26.49%
2018
-9.50%-14.25%
2017
27.09%25.44%
2016
5.90%9.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.45%-2.82%N/AN/A
20236.47%5.19%-6.08%13.27%
2022-15.52%-19.32%-4.54%7.97%
20213.28%7.83%-0.29%-0.48%
2020-22.52%31.91%10.33%22.14%
201915.54%4.25%-2.05%11.10%
20181.38%3.15%3.31%-16.23%
20178.46%5.83%5.51%4.95%
2016-2.84%2.59%8.74%-2.29%

Rank in category (by total return)

YTD44
1-month28
3-month54
1-year45
3-year58
5-year40

Load adjusted returns

1-year6.95%
3-year-5.83%
5-year6.87%
10-year7.43%