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Federated Hermes Intl Small-Mid Co A (ISCAX)

39.57 0.00 (0.00%)
At close: 8:01 PM EDT

Fund Summary

The fund pursues its investment objective of long-term growth of capital by investing at least 80% of its net assets in equity securities issued by non-U.S. small- or mid-capitalization companies. For purposes of this limitation, small- or mid-capitalization companies will normally be defined as companies with market capitalizations similar to the constituents of the fund's benchmark, the MSCI ACWI ex USA SMID Cap Index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 47.07%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 9

Performance & Risk

YTD Return 8.83%
5y Average Return 7.10%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
ISCAXCategory AverageISCAXCategory AverageISCAXCategory Average
Alpha -5.19 0.03 1.06 0.03 1.62 0.04
BETA 1.11 0.01 1.1 0.01 1.07 0.01
Mean Annual Return 0.03 0.01 0.88 0.01 0.68 0.01
R-squared 89.91 0.83 88.75 0.8 87.34 0.81
Standard Deviation 19.2 0.21 20.1 0.17 17.09 0.16
Sharpe Ratio -0.18 0.01 0.4 0.01 0.38 0.01
Treynor Ratio -4.78 0.11 5.79 0.13 4.81 0.1

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