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Nasdaq - Delayed Quote USD

Federated Hermes Mid-Cap Index IS (FMCRX)

15.69
-0.15
(-0.95%)
At close: 8:02:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.92%
5y Average Return 10.43%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Feb 19, 2025) 33.55%
Worst 1Y Total Return (Feb 19, 2025) --
Best 3Y Total Return 33.55%
Worst 3Y Total Return 4.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMCRX
Category
YTD
3.77%
17.04%
1-Month
3.77%
-0.01%
3-Month
4.71%
5.47%
1-Year
19.95%
50.44%
3-Year
8.69%
13.15%
5-Year
11.62%
13.75%
10-Year
10.00%
11.35%
Last Bull Market
18.23%
25.95%
Last Bear Market
-15.53%
-22.55%

Annual Total Return (%) History

Year
FMCRX
Category
2024
13.67%
--
2023
16.75%
--
2022
-13.47%
--
2021
25.04%
--
2020
13.28%
12.39%
2019
25.66%
26.21%
2018
-11.20%
-11.15%
2017
15.90%
15.93%

2016
20.35%
14.14%
2015
-2.34%
-4.75%
2014
9.52%
7.80%
2013
33.55%
34.10%
2012
--
16.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.16% -3.67% 6.94% 0.16%
2023 3.84% 4.85% -4.18% 11.90%
2022 -5.00% -15.53% -2.64% 10.76%
2021 13.51% 3.62% -1.64% 8.09%
2020 -29.67% 23.97% 4.76% 24.03%
2019 14.36% 2.90% -0.16% 6.95%
2018 -0.79% 4.30% 3.84% -17.36%
2017 3.87% 1.90% 3.11% 6.20%
2016 3.62% 3.84% 4.21% 7.33%
2015 5.29% -1.11% -8.48% 2.48%

2014 3.05% 4.25% -4.00% 6.20%
2013 13.41% 1.02% 7.55% 8.38%
2012 -4.99% 5.50% 3.51% --

Rank in Category (By Total Return)

YTD 65
1-Month 65
3-Month 60
1-Year 50
3-Year 32
5-Year 32

Load Adjusted Returns

1-Year 19.95%
3-Year 8.69%
5-Year 11.62%
10-Year 10.00%

Performance & Risk

YTD Return 2.92%
5y Average Return 10.43%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Federated
Net Assets 301.92M
YTD Return 3.77%
Yield 1.12%
Morningstar Rating
Inception Date Jan 04, 2012

Fund Summary

The fund normally invests its assets primarily in common stocks included in the Standard & Poor's MidCap 400 Index. The index is a broad-based market capitalization-weighted index of common stocks representing all major industries in the mid-range of the U.S. stock market. It may invest in derivatives contracts (such as, for example, futures contracts) to implement its investment strategies.

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