Nasdaq - Delayed Quote USD

Federated Hermes Intl Small-Mid Co A (ISCAX)

39.20 +0.40 (+1.03%)
At close: 8:01 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 9.63%
5y Average Return 7.06%
Number of Years Up 18
Number of Years Down 9
Best 1Y Total Return (Nov 6, 2024) 47.07%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 47.07%
Worst 3Y Total Return -3.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ISCAX
Category
YTD
8.83%
7.70%
1-Month
-4.70%
0.28%
3-Month
-0.83%
7.17%
1-Year
24.30%
42.00%
3-Year
-3.58%
13.14%
5-Year
7.10%
14.91%
10-Year
6.48%
9.64%
Last Bull Market
22.79%
19.05%
Last Bear Market
-16.45%
-21.47%

Annual Total Return (%) History

Year
ISCAX
Category
2024
--
--
2023
12.61%
--
2022
-23.62%
--
2021
5.96%
--
2020
31.19%
28.40%
2019
31.75%
27.78%
2018
-18.85%
-18.34%
2017
34.70%
36.19%

2016
-8.31%
-2.98%
2015
9.65%
7.05%
2014
-9.34%
-5.40%
2013
28.08%
26.61%
2012
22.01%
22.20%
2011
-17.53%
-14.72%
2010
21.44%
23.04%
2009
47.07%
49.24%
2008
-52.42%
-49.02%
2007
18.19%
12.03%
2006
26.33%
26.79%
2005
27.11%
24.86%
2004
20.90%
24.38%
2003
53.88%
54.17%
2002
-15.74%
-15.43%
2001
-31.57%
-24.44%
2000
-30.73%
-15.12%
1999
126.20%
83.28%
1998
27.77%
16.95%
1997
16.09%
7.15%
1996
--
17.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.51% -1.20% 7.51% --
2023 6.60% 2.74% -5.27% 8.54%
2022 -12.73% -16.45% -9.26% 15.45%
2021 -0.96% 8.38% 1.30% -2.56%
2020 -22.04% 26.92% 11.52% 18.89%
2019 14.32% 5.27% -2.22% 11.97%
2018 0.40% -3.88% 0.83% -16.60%
2017 8.44% 8.57% 8.19% 5.76%
2016 -5.20% -5.78% 7.71% -4.70%
2015 8.14% 5.82% -10.79% 7.42%

2014 -0.85% -0.78% -6.42% -1.52%
2013 7.64% -1.39% 12.44% 7.31%
2012 20.06% -8.68% 7.45% 3.57%
2011 2.90% 3.07% -25.82% 4.82%
2010 3.02% -12.86% 20.44% 12.31%
2009 -11.23% 28.60% 20.47% 6.93%
2008 -8.63% 4.27% -31.43% -27.17%
2007 7.46% 9.18% 3.71% -2.87%
2006 11.86% -1.90% -0.34% 15.51%
2005 3.30% 0.14% 14.19% 7.61%
2004 7.93% -1.75% -1.40% 15.63%
2003 -2.16% 22.61% 12.98% 13.53%
2002 5.68% -4.57% -16.51% 0.07%
2001 -18.86% 1.20% -23.01% 8.24%
2000 8.70% -20.61% -5.21% -15.31%
1999 10.08% 23.12% 12.40% 48.48%
1998 21.76% 10.47% -14.89% 11.60%
1997 8.13% 10.49% 7.14% -9.30%
1996 14.04% 2.62% 5.79% --

Rank in Category (By Total Return)

YTD 13
1-Month 15
3-Month 16
1-Year 38
3-Year 12
5-Year 10

Load Adjusted Returns

1-Year 17.47%
3-Year -5.39%
5-Year 5.89%
10-Year 5.88%

Performance & Risk

YTD Return 9.63%
5y Average Return 7.06%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Foreign Small/Mid Growth
Fund Family Federated
Net Assets 265.32M
YTD Return 8.83%
Yield 0.77%
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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