Nasdaq - Delayed Quote USD

Federated Hermes Intl Small-Mid Co IS (ISCIX)

42.13 +0.36 (+0.86%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.36%
5y Average Return 8.12%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Oct 17, 2024) 47.39%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 47.39%
Worst 3Y Total Return -2.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ISCIX
Category
YTD
14.42%
7.70%
1-Month
1.66%
0.28%
3-Month
7.60%
7.17%
1-Year
24.27%
42.00%
3-Year
-1.21%
13.14%
5-Year
9.12%
14.91%
10-Year
7.12%
9.64%
Last Bull Market
22.95%
19.05%
Last Bear Market
-16.36%
-21.47%

Annual Total Return (%) History

Year
ISCIX
Category
2024
--
--
2023
12.84%
--
2022
-23.42%
--
2021
6.23%
--
2020
31.48%
28.40%
2019
32.03%
27.78%
2018
-18.70%
-18.34%
2017
34.95%
36.19%

2016
-8.10%
-2.98%
2015
9.88%
7.05%
2014
-9.16%
-5.40%
2013
28.34%
26.61%
2012
22.24%
22.20%
2011
-17.39%
-14.72%
2010
21.66%
23.04%
2009
47.39%
49.24%
2008
--
-49.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.60% -1.16% 7.60% --
2023 6.64% 2.82% -5.24% 8.61%
2022 -12.70% -16.36% -9.24% 15.57%
2021 -0.89% 8.43% 1.37% -2.48%
2020 -22.02% 27.03% 11.59% 18.94%
2019 14.41% 5.32% -2.19% 12.03%
2018 0.44% -3.83% 0.89% -16.58%
2017 8.47% 8.61% 8.25% 5.82%
2016 -5.14% -5.72% 7.74% -4.62%
2015 8.22% 5.83% -10.74% 7.47%

2014 -0.79% -0.73% -6.37% -1.48%
2013 7.72% -1.35% 12.51% 7.35%
2012 20.12% -8.63% 7.51% 3.60%
2011 2.96% 3.10% -25.76% 4.84%
2010 3.04% -12.80% 20.52% 12.35%
2009 -11.16% 28.68% 20.49% 7.01%
2008 4.37% -31.40% -27.13% --

Rank in Category (By Total Return)

YTD 15
1-Month 46
3-Month 66
1-Year 35
3-Year 12
5-Year 12

Load Adjusted Returns

1-Year 24.27%
3-Year -1.21%
5-Year 9.12%
10-Year 7.12%

Performance & Risk

YTD Return 11.36%
5y Average Return 8.12%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family Federated
Net Assets 280.37M
YTD Return 14.42%
Yield 0.92%
Morningstar Rating
Inception Date Mar 31, 2008

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.

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