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Nasdaq - Delayed Quote USD
Federated Hermes MDT Small Cap Growth IS (QISGX)
25.19
-0.55
(-2.14%)
At close: March 28 at 8:03:50 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.39% |
| 5y Average Return | 14.23% |
| Number of Years Up | 16 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Mar 28, 2025) | 42.33% |
| Worst 1Y Total Return (Mar 28, 2025) | -- |
| Best 3Y Total Return | 42.33% |
| Worst 3Y Total Return | -0.25% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QISGX
Category
- YTD
- -4.70%
- 12.40%
- 1-Month
- -7.08%
- 3.37%
- 3-Month
- -11.20%
- 4.88%
- 1-Year
- 5.31%
- 55.69%
- 3-Year
- 2.15%
- 19.34%
- 5-Year
- 9.88%
- 20.72%
- 10-Year
- 9.32%
- 13.98%
- Last Bull Market
- 25.34%
- 27.85%
- Last Bear Market
- -21.96%
- -24.06%
Annual Total Return (%) History
Year
QISGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 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 | 74 |
| 1-Month | 56 |
| 3-Month | 64 |
| 1-Year | 51 |
| 3-Year | 59 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 5.31% |
| 3-Year | 2.15% |
| 5-Year | 9.88% |
| 10-Year | 9.32% |
Performance & Risk
| YTD Return | -10.39% |
| 5y Average Return | 14.23% |
| Rank in Category (ytd) | 74 |
| % 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 | -4.70% |
| 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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