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Nasdaq - Delayed Quote USD
Federated Hermes MDT Small Cap Growth A (QASGX)
23.33
-0.52
(-2.18%)
At close: March 28 at 8:03:50 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.44% |
| 5y Average Return | 13.95% |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 28, 2025) | 41.95% |
| Worst 1Y Total Return (Mar 28, 2025) | -- |
| Best 3Y Total Return | 41.95% |
| Worst 3Y Total Return | -0.51% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QASGX
Category
- YTD
- -4.72%
- 12.40%
- 1-Month
- -7.08%
- 3.37%
- 3-Month
- -11.26%
- 4.88%
- 1-Year
- 5.08%
- 55.69%
- 3-Year
- 1.90%
- 19.34%
- 5-Year
- 9.61%
- 20.72%
- 10-Year
- 9.04%
- 13.98%
- Last Bull Market
- 25.20%
- 27.85%
- Last Bear Market
- -22.02%
- -24.06%
Annual Total Return (%) History
Year
QASGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.51% | -3.62% | 11.00% | 1.20% |
| 2023 | 7.24% | 5.71% | -6.90% | 13.06% |
| 2022 | -11.09% | -22.02% | -2.80% | 6.19% |
| 2021 | 4.48% | 6.74% | 0.99% | 4.18% |
| 2020 | -28.76% | 33.69% | 4.39% | 30.30% |
| 2019 | 13.44% | 2.67% | -5.16% | 9.42% |
| 2018 | 3.58% | 8.23% | 8.27% | -22.94% |
| 2017 | 7.37% | 4.14% | 7.06% | 4.21% |
| 2016 | -0.12% | 1.36% | 12.75% | 5.17% |
| 2015 | 7.53% | 1.45% | -10.10% | 5.35% |
| 2014 | -1.04% | 1.76% | -5.63% | 6.71% |
| 2013 | 11.69% | 3.67% | 12.43% | 9.04% |
| 2012 | 17.68% | -7.63% | 5.00% | 2.62% |
| 2011 | 15.35% | 0.88% | -25.12% | 16.35% |
| 2010 | 6.88% | -9.88% | 14.66% | 16.86% |
| 2009 | -16.67% | 13.75% | 13.60% | 1.93% |
| 2008 | -12.00% | -1.48% | -9.79% | -24.93% |
| 2007 | 5.37% | 11.12% | 2.03% | -3.04% |
| 2006 | 15.91% | -5.07% | -7.62% | 7.69% |
| 2005 | 3.60% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 75 |
| 1-Month | 57 |
| 3-Month | 65 |
| 1-Year | 53 |
| 3-Year | 61 |
| 5-Year | 43 |
Load Adjusted Returns
| 1-Year | -0.70% |
| 3-Year | -0.01% |
| 5-Year | 8.38% |
| 10-Year | 8.43% |
Performance & Risk
| YTD Return | -10.44% |
| 5y Average Return | 13.95% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Federated |
| Net Assets | 474.78M |
| YTD Return | -4.72% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 15, 2005 |
Fund Summary
The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund will invest its assets so that at least 80% of its net assets (plus any borrowing for investment purposes) are invested in investments in small companies. The fund's manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth Index.
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