SFCWX
American Funds SmallCap World-F3
$68.39
-0.29 (-0.42%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Small & Mid |
|---|---|
| Market Cap | 72621.973M |
| 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 | 68.39 |
| Price Yesterday | 68.68 |
| Market Cap | 72,621.97 |
| YTD Return | 1.02% |
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 | 72,621.97M |
| Shares Outstanding | 1,061.88M |
| Income Dividend Yield | 0.97% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.97% |
Returns Annualized
| One Day | -65.61% |
|---|---|
| Five Days | 57.15% |
| One Months | 3.76% |
| Three Months | -7.32% |
| Six Months | 7.50% |
| Nine Months | 22.42% |
| One Year | 9.12% |
| Three Years | -5.51% |
| Five Years | 7.03% |
| Ten Years | -999 |
| YTD | 1.99% |
| Since Inception | 8.87% |
Returns Total
| One Day | -0.42% |
|---|---|
| Five Days | 0.90% |
| One Month | 0.29% |
| Three Months | -1.85% |
| Six Months | 3.62% |
| Nine Months | 16.18% |
| One Year | 9.11% |
| Three Years | -15.56% |
| Five Years | 40.32% |
| Ten Years | -999 |
| YTD | 1.02% |
| Since Inception | 87.95% |
Yearly Returns
| 2024 | 1.02% |
|---|---|
| 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 | -18.64% |
|---|---|
| Beta | 0.96 |
| Correlation | 78.22% |
| Downside Deviation | 3.74% |
| Coefficient of determination | 61.18% |
| Standard Deviation | 3.94% |
| Sharpe Ratio | -1.43 |
| Sortino | -5.24 |
| Treynor | 3.9 |
| Ulcer Index | 5.62 |
| Ulcer Performance Index | -3.49 |