PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

The Best Foreign Small & Mid Cap Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 99 Foreign Small & Mid Cap Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Year-to-Date Return

< 0.0%
> 10.0%

10-Year Annualized Return

< 0.0%
> 10.0%

Sharpe Ratio

< 0.0
> 0.1

Omega ratio

< 0.0
> 0.1

Sortino ratio

< 0.0
> 0.1

Calmar ratio

< 0.0
> 0.1

Ulcer Index

< 0.0%
> 10.0%

10Y Volatility

< 0.0%
> 10.0%

Maximum Drawdown

< 0.0%
> 10.0%

Dividend Yield

< 0.0%
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
ACINXColumbia Acorn International FundForeign Small & Mid Cap EquitiesSep 22, 19920.97%11.2%2.8%0.0%-66.3%0.6
ADVLXVaughan Nelson International Small Cap FundForeign Small & Mid Cap EquitiesDec 30, 20130.99%-3.8%N/A1.4%-38.9%-0.2
AIOIXAmerican Century International Opportunities FundForeign Small & Mid Cap EquitiesMay 31, 20011.48%2.3%4.3%0.2%-66.2%0.1
ALOIXVirtus International Small-Cap FundForeign Small & Mid Cap EquitiesDec 30, 19971.04%14.4%3.0%1.1%-79.2%1.2
ANTSXAmerican Century International Small-Mid Cap FundForeign Small & Mid Cap EquitiesMar 18, 20151.44%-1.9%N/A0.0%-43.2%-0.1
ARHBXArtisan International Explorer FundForeign Small & Mid Cap EquitiesMay 15, 20221.35%13.3%N/A2.1%-18.1%1.2
ARTJXArtisan International Small-Mid FundForeign Small & Mid Cap EquitiesDec 20, 20011.28%4.4%3.8%0.0%-64.4%0.3
AVDVXAvantis International Small Cap Value FundForeign Small & Mid Cap EquitiesDec 3, 20190.36%10.5%N/A3.7%-43.1%0.8
BCSVXBrown Capital Management International Small Company FundForeign Small & Mid Cap EquitiesSep 29, 20151.31%9.9%N/A0.0%-43.9%0.6
BICIXBaillie Gifford International Smaller Companies FundForeign Small & Mid Cap EquitiesDec 18, 20180.99%4.4%N/A0.1%-52.8%0.2
BISAXBrandes International Small Cap Equity FundForeign Small & Mid Cap EquitiesJan 30, 20121.36%32.9%5.2%1.4%-48.3%3.1
CAMFXCambiar International Small Cap FundForeign Small & Mid Cap EquitiesNov 17, 20141.03%-80.0%N/A10.9%-86.7%-1.0
COIIXCalvert International Opportunities FundForeign Small & Mid Cap EquitiesMay 30, 20071.06%6.3%4.5%0.6%-57.3%0.4
CSGIXCalamos International Small Cap Growth FundForeign Small & Mid Cap EquitiesMar 30, 20222.67%7.9%N/A0.7%-26.5%0.6
CVISXCauseway International Small Cap FundForeign Small & Mid Cap EquitiesOct 19, 20141.35%21.7%N/A2.3%-48.5%1.9
DFISXDFA International Small Company PortfolioForeign Small & Mid Cap Equities, Small Cap Blend EquitiesSep 30, 19960.39%8.0%4.7%4.0%-60.7%0.7
DFVQXDFA International Vector Equity PortfolioForeign Small & Mid Cap EquitiesAug 13, 20080.36%11.4%4.4%2.6%-44.6%0.9
DGGIXDelaware International Small Cap FundForeign Small & Mid Cap EquitiesDec 28, 20081.10%N/AN/AN/AN/AN/A
DISMXDFA International Small Cap Growth PortfolioForeign Small & Mid Cap EquitiesDec 19, 20120.53%4.5%4.7%2.0%-40.4%0.3
DISVXDFA International Small Cap Value PortfolioForeign Small & Mid Cap EquitiesDec 28, 19940.46%11.6%4.5%2.9%-60.0%1.1

1–20 of 99

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...

0 comments