Nasdaq - Delayed Quote USD

Federated Hermes MDT Small Cap Core A (QASCX)

23.92
-0.05
(-0.21%)
At close: May 30 at 8:04:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.49%
5y Average Return 12.90%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 30, 2025) 45.68%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 45.68%
Worst 3Y Total Return 1.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QASCX
Category
YTD
-11.53%
20.19%
1-Month
-2.03%
0.02%
3-Month
-14.02%
4.36%
1-Year
3.18%
60.18%
3-Year
3.59%
11.32%
5-Year
12.82%
13.88%
10-Year
8.10%
11.19%
Last Bull Market
25.18%
27.98%
Last Bear Market
-18.91%
-24.08%

Annual Total Return (%) History

Year
QASCX
Category
2025
--
--
2024
14.54%
--
2023
20.26%
--
2022
-23.27%
--
2021
29.88%
--
2020
16.74%
10.99%
2019
17.74%
23.75%
2018
-11.77%
-12.72%

2017
15.30%
12.28%
2016
34.91%
20.78%
2015
-3.48%
-5.38%
2014
2.89%
3.79%
2013
45.68%
37.39%
2012
20.20%
15.46%
2011
-2.18%
-4.07%
2010
24.80%
25.61%
2009
13.10%
31.80%
2008
-44.20%
-36.56%
2007
0.45%
-1.10%
2006
17.06%
15.03%
2005
--
6.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.70% -- -- --
2024 5.46% -4.20% 12.62% 0.67%
2023 2.26% 4.94% -3.46% 16.08%
2022 -7.44% -18.91% -4.72% 7.29%
2021 11.71% 6.99% 1.45% 7.12%
2020 -33.18% 28.77% 2.28% 32.64%
2019 11.66% 1.31% -3.38% 7.73%
2018 -0.05% 7.76% 5.33% -22.22%
2017 1.88% 3.02% 6.79% 2.87%
2016 4.50% 2.70% 13.22% 11.03%

2015 3.68% 0.13% -9.75% 3.02%
2014 -0.76% 1.93% -5.86% 8.06%
2013 12.91% 3.70% 11.50% 11.59%
2012 12.83% -5.93% 6.10% 6.74%
2011 13.76% 0.00% -26.87% 17.59%
2010 6.40% -11.65% 13.91% 16.54%
2009 -18.95% 15.78% 15.11% 4.71%
2008 -9.80% -0.19% -10.60% -30.66%
2007 4.32% 9.06% -2.65% -9.30%
2006 16.30% -4.51% -3.18% 8.87%
2005 3.66% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 23
3-Month 61
1-Year 17
3-Year 52
5-Year 33

Load Adjusted Returns

1-Year -2.50%
3-Year 1.65%
5-Year 11.55%
10-Year 7.49%

Performance & Risk

YTD Return -6.49%
5y Average Return 12.90%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Federated
Net Assets 1.24B
YTD Return -11.53%
Yield 0.14%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Summary

The fund invests primarily in the common stock of small U.S. companies. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small companies. The fund adviser's investment strategy utilizes a small-cap approach by selecting most of its investments from companies listed in the Russell 2000® Index. The fund's investments may include, but are not limited to, equity securities of domestic issuers.

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