Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISCAX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND CLASS A SHARES) | 28.94% | 26.17% | 16.90% | 9.29% | 7.60% | 8.61% | 7.45% | 9.08% |
Data as of 07/22/2025, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCAX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND CLASS A SHARES) | 06/21/1996 | 07/22/2025 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 26.17 | 16.90 | 9.29 | 7.60 | 8.61 | 7.45 | 9.08 | 28.94 | 7.51 | 12.61 | -23.62 | 5.97 | 31.25 | 31.76 | -18.88 | 34.70 | -8.31 | 9.84 | -9.40 | 26.42 | 22.01 | -17.53 | 21.46 | 47.07 | -52.42 | 18.19 | 26.33 | 27.11 | 21.15 | 53.88 | -14.83 | -31.57 | -30.73 | 126.20 | 27.77 | 16.09 | 10.20 |
| Sharpe Ratio | NA | 1.37 | 0.91 | 0.44 | 0.35 | NA | NA | 0.38 | 3.14 | 0.30 | 0.67 | -1.03 | 0.40 | 1.05 | 2.57 | -1.45 | 4.60 | -0.50 | 0.68 | -0.78 | 2.18 | 1.24 | -0.57 | 0.89 | 1.70 | -1.29 | 0.70 | 1.24 | 2.30 | 1.35 | 4.48 | -1.36 | -2.13 | -1.33 | 6.98 | 1.27 | 0.94 | 2.24 |
| Standard Deviation(%) | NA | 16.08 | 16.00 | 16.95 | 17.27 | NA | NA | 19.47 | 17.45 | 13.00 | 13.47 | 24.44 | 14.77 | 29.38 | 11.77 | 14.00 | 7.43 | 16.96 | 14.46 | 12.06 | 12.09 | 17.87 | 30.72 | 24.11 | 27.69 | 41.30 | 21.46 | 18.62 | 10.82 | 14.90 | 11.86 | 11.73 | 16.22 | 26.29 | 17.60 | 19.16 | 13.10 | 7.39 |
| Draw Down(%) | NA | 13.18 | 17.42 | 40.33 | 40.33 | NA | NA | 71.36 | 13.18 | 8.75 | 13.90 | 34.46 | 13.27 | 33.65 | 6.29 | 26.85 | 2.27 | 15.64 | 16.25 | 16.73 | 8.62 | 15.77 | 32.08 | 19.41 | 19.77 | 62.05 | 17.05 | 22.47 | 8.65 | 14.81 | 8.08 | 25.10 | 40.67 | 50.18 | 7.97 | 29.33 | 13.25 | 4.56 |
| Yield(%) | 0.00 | 1.69 | 1.29 | 3.80 | 4.95 | 6.41 | 6.23 | 12.41 | 0.00 | 1.89 | 0.94 | 0.60 | 7.66 | 7.14 | 6.13 | 10.79 | 8.18 | 0.85 | 11.97 | 9.30 | 13.62 | 0.00 | 0.72 | 0.02 | 0.00 | 0.00 | 14.12 | 0.00 | 0.61 | 0.21 | 0.00 | 0.99 | 0.00 | 0.00 | 19.33 | 1.96 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCAX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND CLASS A SHARES) |
-31.12%
Feb 2000 - Feb 2003 |
-8.10%
Feb 2000 - Feb 2005 |
-2.43%
Feb 2000 - Feb 2010 |
1.52%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCAX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND CLASS A SHARES) |
54.89%
Feb 1997 - Feb 2000 |
31.49%
Oct 2002 - Oct 2007 |
16.27%
Oct 1997 - Oct 2007 |
11.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart