Nasdaq - Delayed Quote
USD
American Funds SMALLCAP World R-6 (RLLGX)
82.16
+0.14
(+0.17%)
At close: 8:03:47 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.51% |
|---|---|
| 5y Average Return | 0.38% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 37.94% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 37.94% |
| Worst 3Y Total Return | -4.82% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RLLGX
Category
- YTD
- 11.27%
- 12.99%
- 1-Month
- -2.10%
- 1.30%
- 3-Month
- -5.36%
- 6.38%
- 1-Year
- 13.97%
- 53.27%
- 3-Year
- 14.01%
- 14.94%
- 5-Year
- 1.80%
- 15.72%
- 10-Year
- 9.51%
- 9.30%
- Last Bull Market
- 29.47%
- 18.45%
- Last Bear Market
- -19.28%
- -25.47%
Annual Total Return (%) History
Year
RLLGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-0.96% | 18.71% | -5.36% | -- |
|
2025
|
-6.47% | 15.16% | 3.74% | 2.43% |
|
2024
|
3.50% | -2.79% | 6.56% | -4.19% |
|
2023
|
6.51% | 5.22% | -6.04% | 13.29% |
|
2022
|
-15.48% | -19.28% | -4.52% | 8.03% |
|
2021
|
3.32% | 7.88% | -0.26% | -0.45% |
|
2020
|
-22.50% | 31.96% | 10.38% | 22.19% |
|
2019
|
15.58% | 4.28% | -2.01% | 11.15% |
|
2018
|
1.43% | 3.18% | 3.34% | -16.20% |
|
2017
|
8.53% | 5.82% | 5.56% | 4.98% |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 13 |
|---|---|
| 3-Month | 63 |
| 1-Year | 28 |
| 3-Year | 37 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 13.97% |
| 3-Year | 14.01% |
|---|---|
| 5-Year | 1.80% |
| 10-Year | 9.51% |
Performance & Risk
| YTD Return | 7.51% |
| 5y Average Return | 0.38% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Small/Mid Stock |
| Fund Family | Capital Group |
| Net Assets | 89.77B |
| YTD Return | 11.27% |
| Yield | 0.90% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
Normally the fund invests at least 80% of its net assets in common stocks and other equity-type securities (such as preferred stocks, convertible preferred stocks and convertible bonds) of companies with small market capitalizations, including growth-oriented stocks. Under normal circumstances, the fund will invest a significant portion of its assets outside the United States, including in emerging markets.
