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Nasdaq - Delayed Quote USD

Federated Hermes MDT All Cap Core IS (QIACX)

44.86
+0.20
+(0.45%)
At close: 8:03:59 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.79%
5y Average Return 22.66%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 40.49%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 40.49%
Worst 3Y Total Return 6.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QIACX
Category
YTD
2.85%
5.31%
1-Month
-2.30%
-4.19%
3-Month
-0.93%
3.90%
1-Year
22.93%
20.31%
3-Year
16.09%
6.48%
5-Year
20.26%
11.78%
10-Year
13.72%
10.96%
Last Bull Market
24.75%
25.56%
Last Bear Market
-16.11%
-15.11%

Annual Total Return (%) History

Year
QIACX
Category
2024
31.07%
--
2023
23.51%
22.32%
2022
-14.03%
-16.96%
2021
31.22%
26.07%
2020
21.91%
15.83%
2019
26.91%
28.78%
2018
-2.49%
-6.27%
2017
21.07%
20.44%

2016
12.41%
10.37%
2015
-4.21%
-1.07%
2014
13.32%
10.96%
2013
40.49%
31.50%
2012
16.54%
14.96%
2011
-0.33%
-1.27%
2010
10.09%
14.01%
2009
19.44%
28.17%
2008
-42.78%
-37.79%
2007
8.56%
6.16%
2006
12.90%
14.17%
2005
12.29%
5.88%
2004
13.85%
10.02%
2003
29.72%
27.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.30% 2.93% 7.23% 3.90%
2023 6.57% 5.54% -2.94% 13.14%
2022 -4.66% -16.11% -2.61% 10.37%
2021 5.80% 10.28% 0.95% 11.41%
2020 -22.04% 27.22% 6.55% 15.36%
2019 15.62% 4.23% -1.00% 6.37%
2018 2.78% 3.47% 7.93% -15.05%
2017 5.03% 1.40% 6.47% 6.77%
2016 1.01% -0.72% 6.39% 5.36%
2015 1.28% -0.14% -8.48% 3.48%

2014 3.81% 4.41% -0.09% 4.65%
2013 12.63% 4.14% 7.04% 11.89%
2012 12.47% -4.58% 5.58% 2.86%
2011 10.42% -2.25% -18.77% 13.68%
2010 4.34% -13.69% 10.84% 10.29%
2009 -11.65% 14.03% 13.15% 4.77%
2008 -8.05% -0.99% -14.69% -26.33%
2007 0.98% 6.38% 2.28% -1.19%
2006 4.56% -1.99% 2.55% 7.43%
2005 0.92% 2.68% 6.31% 1.93%
2004 4.19% 0.50% -0.29% 9.03%
2003 0.10% 11.21% 3.67% 12.41%

Rank in Category (By Total Return)

YTD 20
1-Month 77
3-Month 28
1-Year 2
3-Year 2
5-Year 1

Load Adjusted Returns

1-Year 22.93%
3-Year 16.09%
5-Year 20.26%
10-Year 13.72%

Performance & Risk

YTD Return -2.79%
5y Average Return 22.66%
Rank in Category (ytd) 20
% 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 2.85%
Yield 0.43%
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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