Nasdaq - Delayed Quote USD

Federated Hermes Mid-Cap Index Svc (FMDCX)

16.66 +0.07 (+0.42%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.00%
5y Average Return 10.25%
Number of Years Up 23
Number of Years Down 8
Best 1Y Total Return (Sep 9, 2024) 36.93%
Worst 1Y Total Return (Sep 9, 2024) --
Best 3Y Total Return 36.93%
Worst 3Y Total Return 6.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMDCX
Category
YTD
12.01%
17.04%
1-Month
-0.11%
-0.01%
3-Month
3.88%
5.47%
1-Year
18.56%
50.44%
3-Year
5.28%
13.15%
5-Year
11.80%
13.75%
10-Year
9.20%
11.35%
Last Bull Market
30.01%
25.95%
Last Bear Market
-15.56%
-22.55%

Annual Total Return (%) History

Year
FMDCX
Category
2024
--
--
2023
16.42%
--
2022
-13.72%
--
2021
24.75%
--
2020
13.01%
12.39%
2019
25.34%
26.21%
2018
-11.41%
-11.15%
2017
15.57%
15.93%

2016
20.11%
14.14%
2015
-2.58%
-4.75%
2014
9.25%
7.80%
2013
33.21%
34.10%
2012
17.37%
16.15%
2011
-2.25%
-3.81%
2010
26.03%
22.52%
2009
36.93%
37.39%
2008
-36.35%
-39.18%
2007
7.58%
4.85%
2006
9.85%
14.03%
2005
12.01%
9.25%
2004
15.85%
16.30%
2003
34.97%
36.28%
2002
-15.16%
-16.55%
2001
-1.30%
-3.12%
2000
16.70%
6.36%
1999
13.88%
20.92%
1998
18.10%
10.36%
1997
31.05%
25.92%
1996
18.27%
19.23%
1995
29.02%
30.17%
1994
-4.29%
-1.60%
1993
11.21%
14.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.08% -3.67% -- --
2023 3.83% 4.78% -4.23% 11.74%
2022 -5.09% -15.56% -2.71% 10.66%
2021 13.42% 3.55% -1.70% 8.06%
2020 -29.71% 23.86% 4.69% 23.99%
2019 14.30% 2.83% -0.27% 6.94%
2018 -0.84% 4.27% 3.77% -17.43%
2017 3.80% 1.83% 3.04% 6.11%
2016 3.61% 3.77% 4.14% 7.26%
2015 5.27% -1.17% -8.53% 2.37%

2014 2.99% 4.22% -4.06% 6.09%
2013 13.39% 0.91% 7.49% 8.31%
2012 13.39% -5.05% 5.38% 3.45%
2011 9.27% -0.87% -20.00% 12.80%
2010 8.97% -9.65% 12.92% 13.36%
2009 -8.65% 18.65% 19.83% 5.43%
2008 -8.89% 5.36% -10.85% -25.62%
2007 5.73% 5.72% -0.96% -2.83%
2006 7.64% -3.35% -1.21% 6.88%
2005 -0.55% 4.24% 4.67% 3.23%
2004 4.94% 0.81% -2.22% 11.99%
2003 -4.50% 17.48% 6.43% 13.04%
2002 6.48% -9.54% -16.53% 5.52%
2001 -10.97% 12.98% -16.68% 17.77%
2000 12.40% -3.30% 11.94% -4.08%
1999 -6.54% 13.99% -8.43% 16.74%
1998 10.78% -2.22% -14.63% 27.73%
1997 -1.65% 14.42% 15.86% 0.51%
1996 5.89% 2.52% 2.77% 6.01%
1995 7.80% 8.57% 9.34% 0.82%
1994 -3.89% -3.95% 6.52% -2.67%
1993 2.15% 2.02% 4.59% 2.02%

Rank in Category (By Total Return)

YTD 53
1-Month 81
3-Month 82
1-Year 60
3-Year 45
5-Year 38

Load Adjusted Returns

1-Year 18.56%
3-Year 5.28%
5-Year 11.80%
10-Year 9.20%

Performance & Risk

YTD Return 7.00%
5y Average Return 10.25%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Federated
Net Assets 305.34M
YTD Return 12.01%
Yield 0.93%
Morningstar Rating
Inception Date Nov 05, 1992

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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