Nasdaq - Delayed Quote USD

Federated Hermes MDT All Cap Core C (QCACX)

36.59 +0.29 (+0.80%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.30%
5y Average Return 13.61%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 39.05%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 39.05%
Worst 3Y Total Return 5.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QCACX
Category
YTD
14.00%
14.84%
1-Month
4.13%
1.65%
3-Month
14.00%
7.55%
1-Year
31.08%
40.47%
3-Year
13.39%
16.77%
5-Year
15.12%
16.15%
10-Year
11.90%
13.21%
Last Bull Market
45.13%
24.09%
Last Bear Market
-16.34%
-17.61%

Annual Total Return (%) History

Year
QCACX
Category
2024
--
--
2023
22.20%
--
2022
-14.95%
--
2021
29.88%
--
2020
20.65%
15.83%
2019
25.55%
28.78%
2018
-3.48%
-6.27%
2017
19.86%
20.44%

2016
11.22%
10.37%
2015
-5.23%
-1.07%
2014
12.07%
10.96%
2013
39.05%
31.50%
2012
15.36%
14.96%
2011
-1.45%
-1.27%
2010
8.95%
14.01%
2009
18.19%
28.17%
2008
-43.39%
-37.79%
2007
7.39%
6.16%
2006
11.76%
14.17%
2005
--
5.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.00% -- -- --
2023 6.28% 5.25% -3.20% 12.85%
2022 -4.93% -16.34% -2.87% 10.09%
2021 5.54% 9.98% 0.67% 11.15%
2020 -22.24% 26.92% 6.23% 15.07%
2019 15.30% 3.96% -1.26% 6.08%
2018 2.49% 3.22% 7.65% -15.25%
2017 4.78% 1.14% 6.20% 6.50%
2016 0.77% -0.96% 6.09% 5.05%
2015 1.06% -0.43% -8.73% 3.20%

2014 3.52% 4.13% -0.40% 4.39%
2013 12.34% 3.88% 6.71% 11.66%
2012 12.24% -4.87% 5.37% 2.55%
2011 10.09% -2.56% -18.90% 13.27%
2010 4.01% -13.89% 10.51% 10.08%
2009 -11.89% 13.63% 12.98% 4.49%
2008 -8.29% -1.22% -14.93% -26.54%
2007 0.75% 6.06% 2.04% -1.51%
2006 4.32% -2.26% 2.38% 7.07%
2005 1.44% -- -- --

Rank in Category (By Total Return)

YTD 5
1-Month 16
3-Month 5
1-Year 21
3-Year 3
5-Year 18

Load Adjusted Returns

1-Year 30.08%
3-Year 13.39%
5-Year 15.12%
10-Year 11.90%

Performance & Risk

YTD Return 9.30%
5y Average Return 13.61%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Federated
Net Assets 831.8M
YTD Return 14.00%
Yield 0.00%
Morningstar Rating
Inception Date Feb 12, 2003

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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