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Nasdaq - Delayed Quote USD

Federated Hermes Max-Cap Index Svc (FMXSX)

7.18
+0.03
+(0.42%)
At close: 8:08:47 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.62%
5y Average Return 17.81%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Mar 31, 2025) 32.28%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 32.28%
Worst 3Y Total Return 6.95%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FMXSX
Category
YTD
1.20%
5.31%
1-Month
-1.43%
-4.19%
3-Month
-1.17%
3.90%
1-Year
17.48%
20.31%
3-Year
11.78%
6.48%
5-Year
16.11%
11.78%
10-Year
12.29%
10.96%
Last Bull Market
20.47%
25.56%
Last Bear Market
-16.25%
-15.11%

Annual Total Return (%) History

Year
FMXSX
Category
2024
24.47%
--
2023
25.51%
22.32%
2022
-18.81%
-16.96%
2021
28.10%
26.07%
2020
17.62%
15.83%
2019
30.24%
28.78%
2018
-4.88%
-6.27%
2017
21.32%
20.44%

2016
11.48%
10.37%
2015
0.78%
-1.07%
2014
12.91%
10.96%
2013
32.28%
31.50%
2012
15.31%
14.96%
2011
1.59%
-1.27%
2010
14.68%
14.01%
2009
25.89%
28.17%
2008
-37.24%
-37.79%
2007
4.84%
6.16%
2006
15.10%
14.17%
2005
4.44%
5.88%
2004
10.32%
10.02%
2003
27.77%
27.05%
2002
-22.63%
-22.25%
2001
-12.50%
-13.50%
2000
-9.89%
-6.31%
1999
20.06%
20.16%
1998
27.85%
22.39%
1997
32.32%
28.37%
1996
22.25%
20.76%
1995
36.30%
32.35%
1994
0.94%
-0.93%
1993
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.52% 4.04% 5.70% 2.41%
2023 7.16% 8.69% -3.38% 11.53%
2022 -4.81% -16.25% -5.11% 7.34%
2021 6.18% 8.35% 0.28% 11.03%
2020 -19.68% 20.39% 8.75% 11.85%
2019 13.43% 4.06% 1.58% 8.63%
2018 -0.93% 3.23% 7.60% -13.55%
2017 5.90% 2.91% 4.44% 6.60%
2016 1.24% 2.37% 3.69% 3.74%
2015 0.76% 0.18% -6.59% 6.88%

2014 1.70% 4.99% 1.00% 4.70%
2013 10.60% 2.89% 5.14% 10.56%
2012 12.28% -2.93% 6.25% -0.43%
2011 5.82% 0.11% -14.15% 11.71%
2010 5.33% -11.52% 11.12% 10.74%
2009 -11.07% 15.73% 15.40% 5.99%
2008 -9.76% -2.45% -8.53% -22.06%
2007 0.46% 6.14% 1.79% -3.41%
2006 4.14% -1.51% 5.39% 6.49%
2005 -2.19% 1.25% 3.54% 1.85%
2004 1.55% 1.61% -2.02% 9.12%
2003 -3.29% 15.10% 2.42% 12.07%
2002 0.11% -13.59% -17.40% 8.27%
2001 -12.05% 5.68% -14.83% 10.53%
2000 2.02% -2.87% -1.14% -8.01%
1999 4.71% 6.82% -6.33% 14.60%
1998 13.82% 3.10% -10.05% 21.13%
1997 2.52% 17.21% 7.32% 2.60%
1996 5.26% 4.46% 2.85% 8.11%
1995 9.49% 9.20% 7.68% 5.86%
1994 -3.84% 0.28% 4.71% -0.02%
1993 2.20% -- -- --

Rank in Category (By Total Return)

YTD 65
1-Month 43
3-Month 40
1-Year 35
3-Year 40
5-Year 43

Load Adjusted Returns

1-Year 17.48%
3-Year 11.78%
5-Year 16.11%
10-Year 12.29%

Performance & Risk

YTD Return -4.62%
5y Average Return 17.81%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 231.93M
YTD Return 1.20%
Yield 0.71%
Morningstar Rating
Inception Date Apr 08, 2003

Fund Summary

The fund invests its assets primarily in common stocks included in the Standard & Poor's 500 Index. The index is a broad-based market index that measures the performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. It may invest in derivative contracts (such as, for example, futures contracts), to implement its investment strategies.

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