Nasdaq - Delayed Quote USD

Federated Hermes MDT All Cap Core R6 (QKACX)

50.53 +0.39 (+0.78%)
At close: 8:01:48 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 35.51%
5y Average Return 18.71%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Dec 10, 2024) 39.49%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 39.49%
Worst 3Y Total Return 6.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QKACX
Category
YTD
36.08%
5.31%
1-Month
6.97%
-4.19%
3-Month
10.32%
3.90%
1-Year
44.24%
20.31%
3-Year
14.96%
6.48%
5-Year
18.74%
11.78%
10-Year
13.99%
10.96%
Last Bull Market
32.66%
25.56%
Last Bear Market
-16.14%
-15.11%

Annual Total Return (%) History

Year
QKACX
Category
2024
--
--
2023
23.54%
22.32%
2022
-14.04%
-16.96%
2021
31.25%
26.07%
2020
21.96%
15.83%
2019
26.89%
28.78%
2018
-2.50%
-6.27%
2017
21.15%
20.44%

2016
11.77%
10.37%
2015
-4.87%
-1.07%
2014
12.47%
10.96%
2013
39.49%
31.50%
2012
15.71%
14.96%
2011
-1.09%
-1.27%
2010
9.29%
14.01%
2009
18.47%
28.17%
2008
-43.19%
-37.79%
2007
8.07%
6.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.27% 2.96% 7.21% --
2023 6.58% 5.53% -2.93% 13.15%
2022 -4.66% -16.14% -2.58% 10.36%
2021 5.80% 10.27% 0.94% 11.46%
2020 -22.03% 27.27% 6.51% 15.40%
2019 15.63% 4.23% -0.98% 6.32%
2018 2.75% 3.49% 7.96% -15.07%
2017 5.07% 1.43% 6.45% 6.80%
2016 0.79% -0.83% 6.16% 5.34%
2015 1.12% -0.32% -8.65% 3.31%

2014 3.62% 4.25% -0.29% 4.43%
2013 12.48% 3.96% 6.80% 11.69%
2012 12.33% -4.81% 5.45% 2.62%
2011 10.19% -2.43% -18.88% 13.41%
2010 4.20% -13.84% 10.57% 10.09%
2009 -11.83% 13.78% 12.97% 4.53%
2008 -8.21% -1.13% -14.88% -26.47%
2007 0.98% 6.31% 2.06% -1.37%

Rank in Category (By Total Return)

YTD 3
1-Month 14
3-Month 5
1-Year 2
3-Year 4
5-Year 1

Load Adjusted Returns

1-Year 44.24%
3-Year 14.96%
5-Year 18.74%
10-Year 13.99%

Performance & Risk

YTD Return 35.51%
5y Average Return 18.71%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 1.34B
YTD Return 36.08%
Yield 0.51%
Morningstar Rating
Inception Date Dec 12, 2006

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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