ISCAX vs. FIEUX

In the year-to-date period, ISCAX achieves a 17.65% return, which is significantly lower than FIEUX's 20.24% return. Over the past 10 years, ISCAX has underperformed FIEUX with an annualized return of 1.19%, while FIEUX has yielded a comparatively higher 2.26% annualized return.

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ISCAX has a 1.24% expense ratio, which is higher than FIEUX's 1.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Small-Mid Company Fund (ISCAX) and Fidelity Europe Fund (FIEUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current ISCAX Sharpe Ratio is 0.95, which is comparable to the FIEUX Sharpe Ratio of 0.79. The chart below compares the historical Sharpe Ratios of ISCAX and FIEUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ISCAX's dividend yield for the trailing twelve months is around 1.50%, less than FIEUX's 2.73% yield.

The maximum ISCAX drawdown since its inception was -71.36%, which is greater than FIEUX's maximum drawdown of -59.38%. Use the drawdown chart below to compare losses from any high point for ISCAX and FIEUX. For additional features, visit the drawdowns tool.

The current volatility for Federated Hermes International Small-Mid Company Fund (ISCAX) is 2.29%, while Fidelity Europe Fund (FIEUX) has a volatility of 3.36%. This indicates that ISCAX experiences smaller price fluctuations and is considered to be less risky than FIEUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.