Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JISAX (INTERNATIONAL SMALL COMPANY FUND CLASS A) | NA | 13.59% | 9.63% | 5.94% | 4.58% | 4.34% | NA | … | … |
Data as of 07/24/2025, Common starting date is 04/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISAX (INTERNATIONAL SMALL COMPANY FUND CLASS A) | 04/01/2010 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.59 | 9.63 | 5.94 | 4.58 | 4.34 | NA | … | … | 20.66 | -0.99 | 10.69 | -19.88 | 3.68 | 7.27 | 23.07 | -20.54 | 29.98 | 4.82 | 7.07 | -6.95 | 11.64 |
| Sharpe Ratio | NA | 0.68 | 0.42 | 0.23 | 0.19 | NA | NA | … | … | 2.34 | -0.35 | 0.53 | -0.97 | 0.22 | 0.24 | 2.11 | -1.71 | 4.03 | 0.29 | 0.53 | -0.65 | 0.20 |
| Standard Deviation(%) | NA | 15.32 | 15.54 | 16.44 | 16.67 | NA | NA | … | … | 15.89 | 12.99 | 13.29 | 22.01 | 16.43 | 29.42 | 10.23 | 12.87 | 7.31 | 16.09 | 13.31 | 10.67 | 14.97 |
| Draw Down(%) | NA | 16.65 | 18.14 | 39.26 | 44.19 | NA | NA | … | … | 12.04 | 12.27 | 13.26 | 31.22 | 16.39 | 39.64 | 7.97 | 28.19 | 3.03 | 12.21 | 12.62 | 16.36 | 7.66 |
| Yield(%) | 0.00 | 2.48 | 1.42 | 1.73 | 2.89 | 2.43 | 1.68 | … | … | 0.00 | 2.64 | 0.21 | 0.98 | 2.46 | 1.33 | 4.70 | 7.09 | 2.04 | 2.10 | 3.46 | 1.12 | 0.94 |
Data as of 07/24/2025, Common starting date is 04/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISAX (INTERNATIONAL SMALL COMPANY FUND CLASS A) |
-6.49%
Mar 2017 – Mar 2020 |
-4.54%
Sep 2017 – Sep 2022 |
1.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISAX (INTERNATIONAL SMALL COMPANY FUND CLASS A) |
15.52%
Jan 2015 – Jan 2018 |
10.08%
Jun 2016 – Jun 2021 |
4.44%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart