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Federated Hermes Max-Cap Index Svc (FMXSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
7.40-0.11 (-1.46%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.89%
5-Year Average Return8.76%
Number of Years Up23
Number of Years Down6
Best 1 Yr Total Return (Oct 2, 2023)32.28%
Worst 1 Yr Total Return (Oct 2, 2023)N/A
Best 3-Yr Total Return32.28%
Worst 3-Yr Total Return-3.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMXSXCategory
YTD10.89%14.84%
1-Month-6.36%1.65%
3-Month-4.92%7.55%
1-Year15.99%40.47%
3-Year9.05%16.77%
5-Year8.76%16.15%
10-Year11.09%13.21%
Last Bull Market39.28%24.09%
Last Bear Market-16.25%-17.61%

Annual Total Return (%) History

Year
FMXSXCategory
2023
N/AN/A
2022
-18.81%N/A
2021
28.10%N/A
2020
17.62%15.83%
2019
30.24%28.78%
2018
-4.88%-6.27%
2017
21.32%20.44%
2016
11.48%10.37%
2015
0.78%-1.07%
2014
12.91%10.96%
2013
32.28%31.50%
2012
15.31%14.96%
2011
1.59%-1.27%
2010
14.68%14.01%
2009
25.89%28.17%
2008
-37.24%-37.79%
2007
4.84%6.16%
2006
15.10%14.17%
2005
4.44%5.88%
2004
10.32%10.02%
2003
27.77%27.05%
2002
-22.63%-22.25%
2001
-12.50%-13.50%
2000
-9.89%-6.31%
1999
20.06%20.16%
1998
27.85%22.39%
1997
32.32%28.37%
1996
22.25%20.76%
1995
36.30%32.35%
1994
0.94%-0.93%
1993
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.16%8.69%N/AN/A
2022-4.81%-16.25%-5.11%7.34%
20216.18%8.35%0.28%11.03%
2020-19.68%20.39%8.75%11.85%
201913.43%4.06%1.58%8.63%
2018-0.93%3.23%7.60%-13.55%
20175.90%2.91%4.44%6.60%
20161.24%2.37%3.69%3.74%
20150.76%0.18%-6.59%6.88%
20141.70%4.99%1.00%4.70%
201310.60%2.89%5.14%10.56%
201212.28%-2.93%6.25%-0.43%
20115.82%0.11%-14.15%11.71%
20105.33%-11.52%11.12%10.74%
2009-11.07%15.73%15.40%5.99%
2008-9.76%-2.45%-8.53%-22.06%
20070.46%6.14%1.79%-3.41%
20064.14%-1.51%5.39%6.49%
2005-2.19%1.25%3.54%1.85%
20041.55%1.61%-2.02%9.12%
2003-3.29%15.10%2.42%12.07%
20020.11%-13.59%-17.40%8.27%
2001-12.05%5.68%-14.83%10.53%
20002.02%-2.87%-1.14%-8.01%
19994.71%6.82%-6.33%14.60%
199813.82%3.10%-10.05%21.13%
19972.52%17.21%7.32%2.60%
19965.26%4.46%2.85%8.11%
19959.49%9.20%7.68%5.86%
1994-3.84%0.28%4.71%-0.02%
19932.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD34
1-Month53
3-Month53
1-Year45
3-Year56
5-Year41

Load Adjusted Returns

1-Year15.05%
3-Year9.75%
5-Year10.34%
10-Year12.12%
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