Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JISDX (INTERNATIONAL SMALL COMPANY FUND CLASS C) | NA | 12.85% | 9.84% | 7.95% | 4.91% | NA | NA | … | … |
Data as of 07/24/2025, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISDX (INTERNATIONAL SMALL COMPANY FUND CLASS C) | 07/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.85 | 9.84 | 7.95 | 4.91 | NA | NA | … | … | 20.26 | -1.69 | 10.58 | -18.81 | 12.54 | 7.78 | 22.05 | -21.12 | 28.96 | 4.00 | 3.93 | -13.84 |
| Sharpe Ratio | NA | 0.63 | 0.43 | 0.37 | 0.21 | NA | NA | … | … | 2.29 | -0.41 | 0.53 | -0.93 | 0.96 | 0.25 | 2.02 | -1.75 | 3.92 | 0.23 | 0.30 | -2.48 |
| Standard Deviation(%) | NA | 15.30 | 15.46 | 15.78 | 16.34 | NA | NA | … | … | 15.88 | 13.00 | 13.22 | 21.93 | 13.02 | 29.44 | 10.20 | 12.88 | 7.26 | 16.17 | 13.06 | 10.41 |
| Draw Down(%) | NA | 17.00 | 18.32 | 34.15 | 45.18 | NA | NA | … | … | 12.17 | 12.38 | 13.43 | 31.59 | 8.77 | 39.79 | 8.14 | 28.75 | 2.96 | 12.26 | 13.62 | 16.62 |
| Yield(%) | 0.00 | 1.79 | 1.56 | 3.95 | 3.32 | 2.06 | 1.54 | … | … | 0.00 | 1.90 | 0.15 | 1.98 | 10.79 | 1.94 | 3.82 | 6.30 | 1.15 | 1.28 | 0.40 | 0.36 |
Data as of 07/24/2025, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISDX (INTERNATIONAL SMALL COMPANY FUND CLASS C) |
-7.20%
Mar 2017 – Mar 2020 |
-3.30%
Sep 2017 – Sep 2022 |
3.51%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISDX (INTERNATIONAL SMALL COMPANY FUND CLASS C) |
14.47%
Mar 2020 – Mar 2023 |
9.80%
Mar 2020 – Mar 2025 |
4.77%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart