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Federated Hermes MDT All Cap Core C (QCACX)

44.91 +0.35 (+0.79%)
At close: December 11 at 6:46:46 PM EST

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 39.05%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 34.18%
5y Average Return 17.45%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
QCACXCategory AverageQCACXCategory AverageQCACXCategory Average
Alpha 2.03 -0.01 1 -0.01 -0.75 -0.01
BETA 1.02 0.01 1.05 0.01 1.05 0.01
Mean Annual Return 1.21 0.01 1.51 0.01 1.13 0.01
R-squared 94.51 0.94 95.63 0.95 94.56 0.95
Standard Deviation 18.24 0.17 19.56 0.19 16.52 0.15
Sharpe Ratio 0.58 0 0.8 0.01 0.71 0.01
Treynor Ratio 9.41 0.03 14.14 0.1 10.6 0.1

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