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Nasdaq - Delayed Quote USD

Federated Hermes MDT All Cap Core A (QAACX)

43.85
+0.20
+(0.46%)
At close: 8:03:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.87%
5y Average Return 22.29%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 40.07%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 40.07%
Worst 3Y Total Return 6.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QAACX
Category
YTD
2.80%
5.31%
1-Month
-2.30%
-4.19%
3-Month
-0.99%
3.90%
1-Year
22.58%
20.31%
3-Year
15.74%
6.48%
5-Year
19.90%
11.78%
10-Year
13.38%
10.96%
Last Bull Market
24.50%
25.56%
Last Bear Market
-16.21%
-15.11%

Annual Total Return (%) History

Year
QAACX
Category
2024
30.67%
--
2023
23.16%
22.32%
2022
-14.29%
-16.96%
2021
30.85%
26.07%
2020
21.52%
15.83%
2019
26.50%
28.78%
2018
-2.76%
-6.27%
2017
20.73%
20.44%

2016
12.12%
10.37%
2015
-4.49%
-1.07%
2014
12.99%
10.96%
2013
40.07%
31.50%
2012
16.30%
14.96%
2011
-0.58%
-1.27%
2010
9.84%
14.01%
2009
19.04%
28.17%
2008
-42.95%
-37.79%
2007
8.18%
6.16%
2006
12.69%
14.17%
2005
11.94%
5.88%
2004
13.65%
10.02%
2003
--
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.21% 2.85% 7.13% 3.84%
2023 6.47% 5.47% -3.00% 13.07%
2022 -4.71% -16.21% -2.66% 10.28%
2021 5.74% 10.19% 0.86% 11.35%
2020 -22.12% 27.16% 6.44% 15.27%
2019 15.52% 4.14% -1.04% 6.27%
2018 2.69% 3.40% 7.85% -15.09%
2017 4.99% 1.29% 6.38% 6.71%
2016 0.97% -0.77% 6.32% 5.26%
2015 1.24% -0.23% -8.53% 3.36%

2014 3.80% 4.31% -0.19% 4.56%
2013 12.54% 4.12% 6.93% 11.79%
2012 12.43% -4.63% 5.48% 2.84%
2011 10.35% -2.34% -18.75% 13.54%
2010 4.29% -13.66% 10.65% 10.24%
2009 -11.65% 13.80% 13.09% 4.70%
2008 -8.08% -1.07% -14.74% -26.42%
2007 0.86% 6.30% 2.25% -1.32%
2006 4.58% -2.12% 2.57% 7.34%
2005 0.78% 2.69% 6.54% 1.53%
2004 4.20% 0.43% -0.43% 9.06%
2003 11.11% 3.68% 12.25% --

Rank in Category (By Total Return)

YTD 21
1-Month 77
3-Month 31
1-Year 2
3-Year 2
5-Year 1

Load Adjusted Returns

1-Year 15.83%
3-Year 13.57%
5-Year 18.55%
10-Year 12.74%

Performance & Risk

YTD Return -2.87%
5y Average Return 22.29%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 1.56B
YTD Return 2.80%
Yield 0.18%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Summary

The fund invests primarily in the common stock of U.S. companies. Its investment adviser's investment strategy utilizes a whole market, all-cap/all-style approach by selecting most of its investments from companies listed in the Russell 3000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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