Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSLEX (SMALLCAP WORLD FUND INC CLASS R-4) | -5.39% | -2.92% | 1.08% | 4.59% | 4.97% | 7.07% | 7.41% | 8.21% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSLEX (SMALLCAP WORLD FUND INC CLASS R-4) | 06/10/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.40 | -2.92 | 1.08 | 4.59 | 4.97 | 7.07 | 7.41 | 8.21 | -5.39 | 1.72 | 18.91 | -29.89 | 0.53 | 35.25 | 30.80 | -9.78 | 26.86 | 5.77 | 2.65 | 1.88 | 29.35 | 22.04 | -14.33 | 24.97 | 53.61 | -49.40 | 17.19 | 22.90 | 16.55 | 17.70 | 50.45 | -19.55 |
| Sharpe Ratio | NA | -0.45 | -0.22 | 0.12 | 0.18 | NA | NA | 0.37 | -0.81 | -0.34 | 1.02 | -1.22 | 0.03 | 1.16 | 2.43 | -0.74 | 3.61 | 0.39 | 0.19 | 0.17 | 2.82 | 1.67 | -0.62 | 1.40 | 2.25 | -1.59 | 0.89 | 1.61 | 1.41 | 1.28 | 3.86 | -1.78 |
| Standard Deviation(%) | NA | 18.41 | 18.70 | 19.31 | 18.21 | NA | NA | 17.81 | 24.86 | 14.24 | 14.50 | 25.70 | 19.24 | 30.05 | 12.08 | 14.99 | 7.29 | 14.32 | 13.53 | 11.27 | 10.40 | 13.28 | 23.04 | 17.72 | 23.82 | 31.65 | 15.99 | 12.24 | 10.18 | 13.11 | 12.88 | 18.61 |
| Draw Down(%) | NA | 21.88 | 21.88 | 45.04 | 45.04 | NA | NA | 62.45 | 18.81 | 9.50 | 15.83 | 35.56 | 18.94 | 34.24 | 6.20 | 21.86 | 3.00 | 15.77 | 14.92 | 11.03 | 7.53 | 11.43 | 27.29 | 13.90 | 21.54 | 58.14 | 13.21 | 16.01 | 8.22 | 13.88 | 12.58 | 27.13 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 0.17 | 2.39 | 3.92 | 5.19 | 6.40 | 0.00 | 0.00 | 0.80 | 0.00 | 0.00 | 0.00 | 5.37 | 5.92 | 5.46 | 0.39 | 6.31 | 9.79 | 6.03 | 1.71 | 0.33 | 1.68 | 1.21 | 0.00 | 12.73 | 12.08 | 3.61 | 1.29 | 0.32 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLEX (SMALLCAP WORLD FUND INC CLASS R-4) |
-16.22%
Feb 2006 - Feb 2009 |
-3.78%
Feb 2004 - Feb 2009 |
4.96%
Oct 2013 - Oct 2023 |
4.21%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSLEX (SMALLCAP WORLD FUND INC CLASS R-4) |
34.58%
Mar 2003 - Mar 2006 |
26.72%
Oct 2002 - Oct 2007 |
15.71%
Feb 2009 - Feb 2019 |
12.50%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart