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Federated Hermes MDT All Cap Core IS (QIACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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44.84+0.13 (+0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.09%
5-year average return16.42%
Number of years up16
Number of years down5
Best 1-yr total return (17 Jun 2024)40.49%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return40.49%
Worst 3-yr total return6.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQIACXCategory
YTD15.01%5.31%
1-month5.43%-4.19%
3-month4.88%3.90%
1-year35.66%20.31%
3-year12.11%6.48%
5-year17.16%11.78%
10-year12.89%10.96%
Last bull market32.67%25.56%
Last bear market-16.11%-15.11%

Annual total return (%) history

Year
QIACXCategory
2024
N/AN/A
2023
23.51%22.32%
2022
-14.03%-16.96%
2021
31.22%26.07%
2020
21.91%15.83%
2019
26.91%28.78%
2018
-2.49%-6.27%
2017
21.07%20.44%
2016
12.41%10.37%
2015
-4.21%-1.07%
2014
13.32%10.96%
2013
40.49%31.50%
2012
16.54%14.96%
2011
-0.33%-1.27%
2010
10.09%14.01%
2009
19.44%28.17%
2008
-42.78%-37.79%
2007
8.56%6.16%
2006
12.90%14.17%
2005
12.29%5.88%
2004
13.85%10.02%
2003
29.72%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.30%N/AN/AN/A
20236.57%5.54%-2.94%13.14%
2022-4.66%-16.11%-2.61%10.37%
20215.80%10.28%0.95%11.41%
2020-22.04%27.22%6.55%15.36%
201915.62%4.23%-1.00%6.37%
20182.78%3.47%7.93%-15.05%
20175.03%1.40%6.47%6.77%
20161.01%-0.72%6.39%5.36%
20151.28%-0.14%-8.48%3.48%
20143.81%4.41%-0.09%4.65%
201312.63%4.14%7.04%11.89%
201212.47%-4.58%5.58%2.86%
201110.42%-2.25%-18.77%13.68%
20104.34%-13.69%10.84%10.29%
2009-11.65%14.03%13.15%4.77%
2008-8.05%-0.99%-14.69%-26.33%
20070.98%6.38%2.28%-1.19%
20064.56%-1.99%2.55%7.43%
20050.92%2.68%6.31%1.93%
20044.19%0.50%-0.29%9.03%
20030.10%11.21%3.67%12.41%

Rank in category (by total return)

YTD5
1-month11
3-month13
1-year4
3-year2
5-year5

Load adjusted returns

1-year35.66%
3-year12.11%
5-year17.16%
10-year12.89%