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JSCIX: INTERNATIONAL SMALL COMPANY FUND CLASS I (MUTUAL FUND)
Basic Info 10.43 0.04(0.38%) April 25
Asset Class: | Foreign Small/Mid Blend |
MyPlanIQ Rating: | (73%) |
Start Date: | 07/02/2013 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 3.27% |
Expenses | 1.30% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.1 | 6.7 | -1.5 | 4.8 | 3.9 | 5.8 | 13.6 | -17.7 | 13.2 | 8.8 | 23.4 | -20.4 | 30.2 | 5.2 | 5.1 | -6.8 | 21.2 |
Sharpe Ratio | NA | -0.66 | 0.03 | -0.21 | 0.14 | 0.16 | 0.29 | 0.71 | -0.86 | 0.6 | 0.29 | 2.12 | -1.69 | 4.07 | 0.31 | 0.39 | -0.63 | 4.86 |
Draw Down(%) | NA | 4.4 | 13.2 | 36.3 | 39.6 | 43.9 | 43.9 | 13.2 | 31.1 | 12.4 | 39.6 | 7.9 | 28.0 | 3.0 | 12.1 | 13.3 | 16.3 | 3.6 |
Standard Deviation(%) | NA | 11.2 | 12.5 | 19.4 | 20.6 | 16.9 | 16.6 | 13.2 | 22.3 | 21.8 | 29.4 | 10.3 | 12.9 | 7.3 | 16.1 | 13.0 | 10.7 | 9.7 |
Treynor Ratio | NA | -0.08 | 0.0 | -0.04 | 0.03 | 0.03 | 0.05 | 0.1 | -0.19 | 0.15 | 0.1 | 0.24 | -0.23 | 0.34 | 0.06 | 0.06 | -0.08 | 0.56 |
Alpha | NA | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.04 | 0.0 | 0.03 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.01 |
Beta | NA | 0.98 | 0.97 | 0.97 | 0.91 | 0.9 | 0.9 | 0.96 | 1.01 | 0.88 | 0.85 | 0.9 | 0.93 | 0.88 | 0.83 | 0.91 | 0.85 | 0.84 |
RSquared | NA | 0.96 | 0.96 | 0.68 | 0.75 | 0.8 | 0.8 | 0.96 | 0.93 | 0.32 | 0.82 | 0.95 | 0.96 | 0.93 | 0.88 | 0.97 | 0.97 | 0.96 |
Yield(%) | N/A | 0.0 | 2.8 | 5.1 | 5.3 | 4.2 | N/A | 3.0 | 2.9 | 11.9 | 2.9 | 4.9 | 7.3 | 2.3 | 2.4 | 1.5 | 1.6 | 1.4 |
Dividend Growth(%) | N/A | -100.0 | -17.6 | 16.1 | 61.8 | N/A | N/A | -17.6 | -75.7 | 337.5 | -30.4 | -52.1 | 300.0 | 4.3 | 64.3 | -12.5 | 33.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2013
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