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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
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 | 40.49% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QIACX | Category Average | QIACX | Category Average | QIACX | Category Average | |
| Alpha | 3.05 | -0.01 | 2.3 | -0.01 | 0.25 | -0.01 |
| BETA | 1.03 | 0.01 | 1.06 | 0.01 | 1.05 | 0.01 |
| Mean Annual Return | 1.38 | 0.01 | 1.7 | 0.01 | 1.19 | 0.01 |
| R-squared | 93.75 | 0.94 | 95.22 | 0.95 | 94.34 | 0.95 |
| Standard Deviation | 17.93 | 0.17 | 19.27 | 0.19 | 16.55 | 0.15 |
| Sharpe Ratio | 0.68 | 0 | 0.92 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 11.3 | 0.03 | 16.53 | 0.1 | 11.19 | 0.1 |
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