Sortino ratio is not yet available for IVSX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares Applied Finance IVS International SMID ETF's Sortino Ratio with other ETFs in the Foreign Small & Mid Cap Equities category across multiple time periods, showing how IVSX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| AVDV | Avantis International Small Cap Value ETF | 3.80 | |||
| HSCZ | iShares Currency Hedged MSCI EAFE Small Cap ETF | 3.74 | |||
| FDTS | First Trust Developed Markets ex-US Small Cap AlphaDEX Fund | 3.51 | |||
| DISV | Dimensional International Small Cap Value ETF | 3.35 | |||
| AVDS | Avantis International Small Cap Equity ETF | 3.03 | |||
| DXIV | Dimensional International Vector Equity ETF | 3.02 | |||
| GWX | SPDR S&P International Small Cap ETF | 2.79 | |||
| DFIS | Dimensional International Small Cap ETF | 2.73 | |||
| FNDC | Schwab Fundamental International Small Co. Index ETF | 2.68 | |||
| PDN | Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF | 2.64 | |||
| IVSX | Applied Finance IVS International SMID ETF | — |
Historical Sortino Ratio
The chart shows IVSX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when IVSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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