ISCAX vs. QISCX
Compare and contrast key facts about Federated Hermes International Small-Mid Company Fund (ISCAX) and Federated Hermes MDT Small Cap Core Fund (QISCX).
ISCAX is managed by Federated. It was launched on Feb 27, 1996. QISCX is managed by Federated. It was launched on Sep 15, 2005.
Performance
ISCAX vs. QISCX - Performance Comparison
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ISCAX vs. QISCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISCAX Federated Hermes International Small-Mid Company Fund | -0.29% | 34.01% | 5.67% | 12.61% | -23.62% | 5.98% | 31.26% | 31.76% | -18.88% | 34.73% |
QISCX Federated Hermes MDT Small Cap Core Fund | -1.89% | 14.95% | 14.82% | 20.58% | -23.14% | 30.60% | 17.00% | 18.06% | -11.63% | 15.67% |
Returns By Period
In the year-to-date period, ISCAX achieves a -0.29% return, which is significantly higher than QISCX's -1.89% return. Over the past 10 years, ISCAX has underperformed QISCX with an annualized return of 9.00%, while QISCX has yielded a comparatively higher 11.14% annualized return.
ISCAX
- 1D
- 2.84%
- 1M
- -8.34%
- YTD
- -0.29%
- 6M
- 0.17%
- 1Y
- 23.05%
- 3Y*
- 14.25%
- 5Y*
- 4.95%
- 10Y*
- 9.00%
QISCX
- 1D
- 3.51%
- 1M
- -5.53%
- YTD
- -1.89%
- 6M
- 0.68%
- 1Y
- 24.78%
- 3Y*
- 15.13%
- 5Y*
- 6.64%
- 10Y*
- 11.14%
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ISCAX vs. QISCX - Expense Ratio Comparison
ISCAX has a 1.24% expense ratio, which is higher than QISCX's 0.89% expense ratio.
Return for Risk
ISCAX vs. QISCX — Risk / Return Rank
ISCAX
QISCX
ISCAX vs. QISCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes International Small-Mid Company Fund (ISCAX) and Federated Hermes MDT Small Cap Core Fund (QISCX). 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.
| ISCAX | QISCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.08 | +0.63 |
Sortino ratioReturn per unit of downside risk | 2.37 | 1.65 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.25 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.18 | 1.55 | +0.63 |
Martin ratioReturn relative to average drawdown | 9.41 | 4.58 | +4.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISCAX | QISCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.08 | +0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.29 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.31 | +0.18 |
Correlation
The correlation between ISCAX and QISCX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ISCAX vs. QISCX - Dividend Comparison
ISCAX's dividend yield for the trailing twelve months is around 7.47%, less than QISCX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCAX Federated Hermes International Small-Mid Company Fund | 7.47% | 7.45% | 0.00% | 0.84% | 0.79% | 7.79% | 5.80% | 4.89% | 15.53% | 6.51% | 0.92% | 12.23% |
QISCX Federated Hermes MDT Small Cap Core Fund | 8.12% | 7.97% | 0.35% | 0.31% | 3.77% | 15.41% | 0.44% | 0.36% | 3.81% | 4.49% | 0.85% | 12.05% |
Drawdowns
ISCAX vs. QISCX - Drawdown Comparison
The maximum ISCAX drawdown since its inception was -71.55%, which is greater than QISCX's maximum drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for ISCAX and QISCX.
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Drawdown Indicators
| ISCAX | QISCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.55% | -68.05% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.91% | -13.48% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -40.33% | -32.89% | -7.44% |
Max Drawdown (10Y)Largest decline over 10 years | -40.33% | -49.02% | +8.69% |
Current DrawdownCurrent decline from peak | -9.40% | -10.44% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -22.33% | -15.78% | -6.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 4.57% | -1.51% |
Volatility
ISCAX vs. QISCX - Volatility Comparison
The current volatility for Federated Hermes International Small-Mid Company Fund (ISCAX) is 5.83%, while Federated Hermes MDT Small Cap Core Fund (QISCX) has a volatility of 6.84%. This indicates that ISCAX experiences smaller price fluctuations and is considered to be less risky than QISCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCAX | QISCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.83% | 6.84% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.76% | 17.62% | -6.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.44% | 23.30% | -5.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 23.30% | -5.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.31% | 24.18% | -6.87% |