Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUSCX (Fisher Investments Institutional Group U.S. Small Cap Equity Fund) | NA | -21.13% | 2.41% | NA | NA | NA | NA | … | … |
Data as of 07/16/2025, Common starting date is 07/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUSCX (Fisher Investments Institutional Group U.S. Small Cap Equity Fund) | 07/20/2020 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.13 | 2.41 | NA | NA | NA | NA | … | … | -17.51 | 4.08 | 20.82 | -26.67 | 15.99 | 34.17 |
| Sharpe Ratio | NA | -0.86 | -0.05 | NA | NA | NA | NA | … | … | -1.04 | 0.02 | 0.80 | -0.85 | 0.74 | 4.56 |
| Standard Deviation(%) | NA | 28.41 | 25.33 | NA | NA | NA | NA | … | … | 32.28 | 20.71 | 21.74 | 33.26 | 21.62 | 19.80 |
| Draw Down(%) | NA | 31.94 | 31.94 | NA | NA | NA | NA | … | … | 29.55 | 12.06 | 19.58 | 33.83 | 11.07 | 9.64 |
| Yield(%) | 0.00 | 0.34 | 2.84 | 3.57 | 1.79 | 1.19 | 0.89 | … | … | 0.21 | 0.15 | 0.13 | 5.60 | 6.71 | 0.17 |
Data as of 07/16/2025, Common starting date is 07/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSCX (Fisher Investments Institutional Group U.S. Small Cap Equity Fund) |
-4.83%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUSCX (Fisher Investments Institutional Group U.S. Small Cap Equity Fund) |
7.48%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart