Nasdaq - Delayed Quote USD

Federated Hermes MDT Small Cap Growth IS (QISGX)

26.75
+0.08
+(0.30%)
At close: 8:09:27 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.84%
5y Average Return 11.46%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 42.33%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 42.33%
Worst 3Y Total Return -0.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QISGX
Category
YTD
-11.21%
12.40%
1-Month
-0.04%
3.37%
3-Month
-13.42%
4.88%
1-Year
3.70%
55.69%
3-Year
4.06%
19.34%
5-Year
9.78%
20.72%
10-Year
8.51%
13.98%
Last Bull Market
25.34%
27.85%
Last Bear Market
-21.96%
-24.06%

Annual Total Return (%) History

Year
QISGX
Category
2025
--
--
2024
15.63%
--
2023
19.63%
--
2022
-28.26%
--
2021
17.62%
--
2020
29.89%
38.62%
2019
21.14%
27.68%
2018
-6.22%
-5.76%

2017
25.04%
21.50%
2016
20.41%
11.20%
2015
3.50%
-2.41%
2014
1.71%
2.44%
2013
42.33%
40.91%
2012
17.40%
13.15%
2011
1.63%
-3.55%
2010
29.46%
26.98%
2009
9.94%
35.46%
2008
-41.11%
-41.55%
2007
16.03%
7.59%
2006
9.83%
10.81%
2005
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.17% -- -- --
2024 6.58% -3.55% 11.08% 1.26%
2023 7.33% 5.77% -6.85% 13.12%
2022 -11.05% -21.96% -2.71% 6.23%
2021 4.54% 6.80% 1.05% 4.25%
2020 -28.67% 33.71% 4.48% 30.36%
2019 13.50% 2.73% -5.06% 9.44%
2018 3.65% 8.28% 8.37% -22.90%
2017 7.43% 4.19% 7.14% 4.27%
2016 0.00% 1.38% 12.83% 5.27%

2015 7.56% 1.51% -10.10% 5.43%
2014 -0.96% 1.78% -5.56% 6.84%
2013 11.78% 3.74% 12.45% 9.15%
2012 17.75% -7.58% 5.08% 2.65%
2011 15.41% 0.94% -25.06% 16.41%
2010 7.04% -9.87% 14.84% 16.84%
2009 -16.77% 13.95% 13.61% 2.04%
2008 -11.93% -1.47% -9.72% -24.83%
2007 5.44% 11.15% 2.10% -3.03%
2006 15.99% -4.98% -7.60% 7.85%
2005 3.59% -- -- --

Rank in Category (By Total Return)

YTD 51
1-Month 32
3-Month 34
1-Year 25
3-Year 47
5-Year 36

Load Adjusted Returns

1-Year 3.70%
3-Year 4.06%
5-Year 9.78%
10-Year 8.51%

Performance & Risk

YTD Return -4.84%
5y Average Return 11.46%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Federated
Net Assets 437.88M
YTD Return -11.21%
Yield 0.00%
Morningstar Rating
Inception Date Jun 29, 2016

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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