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Nasdaq - Delayed Quote USD
Federated Hermes Max-Cap Index Svc (FMXSX)
7.18
+0.03
+(0.42%)
At close: 8:03:49 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.28% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FMXSX | Category Average | FMXSX | Category Average | FMXSX | Category Average | |
| Alpha | -0.69 | -0.01 | -0.64 | -0.01 | -0.6 | -0.01 |
| BETA | 1 | 0.01 | 1 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 1.05 | 0.01 | 1.38 | 0.01 | 1.07 | 0.01 |
| R-squared | 99.97 | 0.94 | 99.98 | 0.95 | 99.98 | 0.95 |
| Standard Deviation | 16.93 | 0.17 | 17.72 | 0.19 | 15.25 | 0.15 |
| Sharpe Ratio | 0.49 | 0 | 0.78 | 0.01 | 0.72 | 0.01 |
| Treynor Ratio | 7.29 | 0.03 | 13.4 | 0.1 | 10.37 | 0.1 |
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