Singapore markets close in 1 hour 32 minutes

Federated Hermes Municipal and Stock Advantage Fund (FMUCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.14+0.08 (+0.57%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.43%
5-year average return3.99%
Number of years up16
Number of years down4
Best 1-yr total return (2 May 2024)13.73%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return13.73%
Worst 3-yr total return1.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMUCXCategory
YTD1.56%5.91%
1-month-2.25%0.61%
3-month1.23%4.02%
1-year7.61%18.59%
3-year0.45%8.56%
5-year3.84%7.44%
10-year3.52%6.20%
Last bull market15.17%11.89%
Last bear market-7.90%-8.23%

Annual total return (%) history

Year
FMUCXCategory
2024
N/AN/A
2023
9.00%N/A
2022
-11.36%N/A
2021
9.56%N/A
2020
7.59%8.86%
2019
12.45%14.81%
2018
-6.03%-5.04%
2017
10.27%9.86%
2016
5.44%6.62%
2015
-1.71%-2.32%
2014
6.14%4.02%
2013
8.08%7.23%
2012
8.17%9.40%
2011
10.94%1.70%
2010
3.83%10.03%
2009
13.73%20.77%
2008
-17.21%-18.61%
2007
0.25%4.53%
2006
11.42%8.16%
2005
4.42%2.97%
2004
8.17%5.46%
2003
N/A12.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.90%N/AN/AN/A
20232.22%2.01%-4.07%8.97%
2022-4.37%-7.90%-4.67%5.57%
20213.56%3.54%-0.90%3.11%
2020-11.20%8.40%4.24%7.23%
20195.87%1.99%0.90%3.22%
2018-0.97%0.24%1.21%-6.48%
20172.39%0.90%2.91%3.71%
20162.13%2.77%0.12%0.34%
2015-0.10%-2.10%-1.92%2.47%
20142.71%4.89%-0.68%-0.81%
20134.30%-1.54%1.61%3.58%
20122.42%2.64%3.08%-0.19%
20112.44%3.16%-1.51%6.59%
20102.70%-4.11%6.26%-0.78%
2009-1.86%4.95%9.84%0.53%
2008-4.01%-0.66%-4.72%-8.87%
20070.26%1.43%0.17%-1.59%
20062.18%0.42%5.07%3.35%
2005-0.28%2.56%1.20%0.89%
20041.63%-1.59%2.52%5.50%
20035.88%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month19
3-month15
1-year19
3-year29
5-year49

Load adjusted returns

1-year6.61%
3-year0.45%
5-year3.84%
10-year3.52%