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JSCIX: INTERNATIONAL SMALL COMPANY FUND CLASS I (MUTUAL FUND)
Basic Info 12.24 0.03(0.25%) July 10
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 07/02/2013 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.81% |
| Expenses | 1.30% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 21.8 | 16.3 | 13.1 | 7.4 | 4.8 | 5.8 | -0.7 | 13.6 | -19.7 | 4.0 | 7.5 | 23.4 | -20.4 | 30.2 | 5.2 | 5.1 | -6.8 | 21.2 |
| Sharpe Ratio | NA | 2.58 | 0.78 | 0.54 | 0.34 | 0.2 | 0.29 | -0.56 | 0.71 | -0.96 | 0.24 | 0.24 | 2.12 | -1.69 | 4.07 | 0.31 | 0.39 | -0.63 | 4.86 |
| Draw Down(%) | NA | 12.1 | 16.6 | 18.1 | 39.1 | 43.9 | 43.9 | 12.2 | 13.2 | 31.1 | 16.3 | 39.6 | 7.9 | 28.0 | 3.0 | 12.1 | 13.3 | 16.3 | 3.6 |
| Standard Deviation(%) | NA | 16.8 | 15.6 | 15.8 | 16.5 | 16.7 | 15.9 | 13.0 | 13.2 | 22.0 | 16.5 | 29.4 | 10.3 | 12.9 | 7.3 | 16.1 | 13.0 | 10.7 | 9.7 |
| Treynor Ratio | NA | 0.48 | 0.13 | 0.09 | 0.06 | 0.04 | 0.05 | -0.08 | 0.1 | -0.21 | 0.04 | 0.11 | 0.24 | -0.23 | 0.34 | 0.06 | 0.06 | -0.08 | 0.56 |
| Alpha | NA | -0.03 | -0.03 | -0.03 | -0.03 | -0.01 | -0.01 | -0.03 | -0.01 | -0.05 | -0.04 | 0.03 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 0.9 | 0.9 | 0.95 | 0.95 | 0.84 | 0.84 | 0.91 | 0.96 | 1.01 | 0.94 | 0.63 | 0.9 | 0.93 | 0.88 | 0.83 | 0.91 | 0.85 | 0.84 |
| RSquared | NA | 0.97 | 0.93 | 0.95 | 0.9 | 0.73 | 0.74 | 0.9 | 0.96 | 0.96 | 0.67 | 0.39 | 0.95 | 0.96 | 0.93 | 0.88 | 0.97 | 0.97 | 0.96 |
| Yield(%) | N/A | 0.0 | 2.8 | 2.7 | 2.6 | 3.2 | N/A | 3.0 | 3.0 | 1.2 | 2.8 | 1.5 | 4.9 | 7.3 | 2.3 | 2.3 | 1.5 | 1.5 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 7.4 | -23.4 | -39.0 | N/A | N/A | 7.4 | 91.9 | -55.0 | 94.7 | -63.6 | -51.6 | 307.7 | 3.5 | 61.0 | -10.8 | 31.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2013
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