Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ISCIX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND INSTITUTIONAL SHARES) | 17.93% | 17.49% | 12.62% | 9.33% | 5.34% | 7.23% | NA | 4.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISCIX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND INSTITUTIONAL SHARES) | 04/03/2008 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 04/03/2008.
AR inception is since 04/03/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 17.49 | 12.62 | 9.33 | 5.34 | 7.23 | NA | 4.59 | 17.93 | 7.79 | 12.85 | -23.42 | -0.89 | 24.50 | 32.03 | -18.74 | 35.03 | -8.10 | 10.04 | -9.21 | 26.70 | 22.24 | -17.39 | 21.66 | 47.39 | -48.14 |
| Sharpe Ratio | NA | 0.58 | 0.53 | 0.33 | 0.20 | NA | NA | 0.16 | 2.44 | 0.09 | 0.64 | -1.02 | -0.06 | 0.80 | 2.60 | -1.44 | 4.65 | -0.49 | 0.69 | -0.76 | 2.21 | 1.25 | -0.57 | 0.89 | 1.71 | -1.31 |
| Standard Deviation(%) | NA | 16.30 | 16.97 | 17.78 | 17.59 | NA | NA | 21.08 | 20.40 | 13.01 | 13.51 | 24.44 | 16.22 | 30.05 | 11.77 | 14.01 | 7.43 | 16.95 | 14.44 | 12.07 | 12.09 | 17.92 | 30.70 | 24.13 | 27.69 | 45.06 |
| Draw Down(%) | NA | 13.18 | 20.01 | 44.19 | 44.19 | NA | NA | 62.00 | 13.18 | 8.73 | 13.85 | 34.34 | 15.29 | 33.61 | 6.28 | 26.72 | 2.27 | 15.63 | 16.18 | 16.61 | 8.59 | 15.76 | 32.02 | 19.42 | 19.72 | 62.00 |
| Yield(%) | 0.00 | 1.91 | 1.49 | 1.15 | 3.58 | 5.27 | 2.98 | 3.50 | 0.00 | 2.10 | 1.18 | 0.78 | 0.64 | 0.00 | 6.24 | 10.76 | 8.04 | 0.84 | 12.03 | 9.20 | 13.52 | 0.00 | 0.93 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCIX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND INSTITUTIONAL SHARES) |
-5.96%
Nov 2020 - Nov 2023 |
-1.46%
Sep 2017 - Sep 2022 |
2.50%
Oct 2013 - Oct 2023 |
2.48%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISCIX (FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND INSTITUTIONAL SHARES) |
26.96%
Feb 2009 - Feb 2012 |
21.97%
Feb 2009 - Feb 2014 |
11.71%
Feb 2009 - Feb 2019 |
9.57%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart