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JISAX: INTERNATIONAL SMALL COMPANY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 04/01/2010 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 2.48% |
| Expenses | 1.30% |
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Performance Analytics (As of 07/24/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/01/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 13.6 | 9.8 | 5.9 | 4.6 | 3.7 | 20.7 | -1.0 | 10.7 | -19.9 | 3.7 | 7.3 | 23.1 | -20.5 | 30.0 | 4.8 | 7.1 | -7.0 | 11.6 |
| Sharpe Ratio | NA | 0.68 | 0.42 | 0.23 | 0.19 | 0.17 | 2.34 | -0.35 | 0.53 | -0.97 | 0.22 | 0.24 | 2.11 | -1.71 | 4.03 | 0.29 | 0.53 | -0.65 | 0.2 |
| Draw Down(%) | NA | 16.7 | 18.1 | 39.3 | 44.2 | 44.2 | 12.0 | 12.3 | 13.3 | 31.2 | 16.4 | 39.6 | 8.0 | 28.2 | 3.0 | 12.2 | 12.6 | 16.4 | 7.7 |
| Standard Deviation(%) | NA | 15.3 | 15.5 | 16.4 | 16.7 | 16.0 | 15.9 | 13.0 | 13.3 | 22.0 | 16.4 | 29.4 | 10.2 | 12.9 | 7.3 | 16.1 | 13.3 | 10.7 | 15.0 |
| Treynor Ratio | NA | 0.12 | 0.07 | 0.04 | 0.04 | 0.04 | 0.43 | -0.05 | 0.07 | -0.21 | 0.04 | 0.11 | 0.24 | -0.24 | 0.34 | 0.06 | 0.08 | -0.08 | -0.13 |
| Alpha | NA | -0.04 | -0.04 | -0.03 | -0.01 | -0.01 | -0.04 | -0.03 | -0.02 | -0.05 | -0.04 | 0.03 | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.16 |
| Beta | NA | 0.87 | 0.94 | 0.95 | 0.84 | 0.72 | 0.87 | 0.92 | 0.95 | 1.01 | 0.95 | 0.62 | 0.89 | 0.93 | 0.88 | 0.83 | 0.93 | 0.85 | -0.22 |
| RSquared | NA | 0.91 | 0.93 | 0.89 | 0.72 | 0.59 | 0.94 | 0.9 | 0.93 | 0.97 | 0.67 | 0.38 | 0.96 | 0.96 | 0.93 | 0.87 | 0.96 | 0.97 | 0.18 |
| Yield(%) | N/A | 2.5 | 1.4 | 1.7 | 2.9 | N/A | 0.0 | 2.6 | 0.2 | 1.0 | 2.5 | 1.3 | 4.7 | 7.1 | 2.0 | 2.1 | 3.5 | 1.1 | 0.9 |
| Dividend Growth(%) | N/A | 1249.5 | -53.5 | -59.9 | N/A | N/A | -100.0 | 1249.5 | -82.7 | -59.7 | 94.6 | -66.3 | -52.6 | 345.8 | 2.0 | -37.9 | 184.5 | 41.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2010
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