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ISCIX: FEDERATED INTERNATIONAL SMALL-MID COMPANY FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 53.56 1.75(3.16%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 7.61% |
| Expenses | 0.99% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 8.0 | 17.1 | 17.9 | 4.4 | 8.8 | 6.7 | 5.5 | 34.3 | 7.8 | 12.9 | -23.4 | -0.9 | 24.5 | 32.0 | -18.7 | 35.0 | -8.1 | 10.0 | -9.2 | 26.7 | 22.2 | -17.4 | 21.7 | 47.4 | -48.1 |
| Sharpe Ratio | NA | 0.92 | 1.0 | 1.01 | 0.11 | 0.41 | NA | 0.22 | 2.15 | 0.32 | 0.69 | -1.02 | -0.06 | 0.8 | 2.6 | -1.44 | 4.65 | -0.49 | 0.69 | -0.76 | 2.21 | 1.25 | -0.57 | 0.89 | 1.71 | -1.31 |
| Draw Down(%) | NA | 12.1 | 12.1 | 13.9 | 44.2 | 44.2 | NA | 62.0 | 13.2 | 8.7 | 13.9 | 34.3 | 15.3 | 33.6 | 6.3 | 26.7 | 2.3 | 15.6 | 16.2 | 16.6 | 8.6 | 15.8 | 32.0 | 19.4 | 19.7 | 62.0 |
| Standard Deviation(%) | NA | 18.7 | 14.5 | 14.5 | 17.1 | 17.5 | NA | 20.7 | 14.7 | 13.0 | 13.5 | 24.4 | 16.2 | 30.1 | 11.8 | 14.0 | 7.4 | 17.0 | 14.4 | 12.1 | 12.1 | 17.9 | 30.7 | 24.1 | 27.7 | 45.1 |
| Treynor Ratio | NA | 0.23 | 0.21 | 0.22 | 0.03 | 0.1 | NA | 0.05 | 0.52 | 0.06 | 0.14 | -0.36 | -0.01 | 0.28 | 0.41 | -0.29 | 0.51 | -0.09 | 0.13 | -0.11 | 0.32 | 0.22 | -0.16 | 0.2 | 0.53 | -0.67 |
| Alpha | NA | 0.06 | 0.04 | 0.03 | 0.01 | 0.0 | NA | 0.0 | 0.07 | 0.0 | 0.01 | -0.01 | 0.0 | -0.07 | 0.03 | -0.05 | 0.02 | -0.04 | 0.04 | -0.02 | 0.03 | 0.01 | -0.01 | 0.02 | 0.03 | -0.1 |
| Beta | NA | 0.74 | 0.68 | 0.67 | 0.68 | 0.73 | NA | 0.84 | 0.6 | 0.7 | 0.69 | 0.69 | 0.66 | 0.87 | 0.74 | 0.69 | 0.68 | 0.9 | 0.8 | 0.84 | 0.84 | 1.0 | 1.06 | 1.08 | 0.9 | 0.88 |
| RSquared | NA | 0.81 | 0.76 | 0.76 | 0.78 | 0.79 | NA | 0.85 | 0.71 | 0.76 | 0.79 | 0.87 | 0.64 | 0.8 | 0.83 | 0.84 | 0.69 | 0.88 | 0.79 | 0.76 | 0.86 | 0.92 | 0.97 | 0.94 | 0.89 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.3 | 2.1 | 1.2 | 0.8 | 0.6 | 0.0 | 6.2 | 10.8 | 8.0 | 0.8 | 12.0 | 9.2 | 13.5 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 375.8 | 96.2 | 13.8 | 21.7 | N/A | -100.0 | -59.6 | 70.4 | 795.2 | -93.3 | 7.3 | -24.9 | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2008
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