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Federated Hermes MDT Mid Cap Growth IS (FGSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.77+0.09 (+0.17%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.53%
5-Year Average Return13.27%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 24, 2024)40.44%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return40.44%
Worst 3-Yr Total Return5.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFGSIXCategory
YTD9.38%10.80%
1-Month1.93%4.43%
3-Month-1.09%7.00%
1-Year29.84%48.17%
3-Year7.03%21.26%
5-Year14.16%20.18%
10-Year12.13%14.07%
Last Bull Market36.02%27.14%
Last Bear Market-20.64%-21.26%

Annual Total Return (%) History

Year
FGSIXCategory
2024
N/AN/A
2023
27.44%N/A
2022
-24.36%N/A
2021
22.90%N/A
2020
35.77%39.26%
2019
28.34%32.52%
2018
-3.03%-6.65%
2017
24.74%23.91%
2016
10.21%6.03%
2015
-4.70%-0.95%
2014
13.93%7.00%
2013
40.44%34.93%
2012
6.98%14.07%
2011
-3.36%-3.96%
2010
N/A24.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.34%N/AN/AN/A
20239.73%5.49%-3.56%14.16%
2022-10.38%-20.64%-1.68%8.17%
20210.23%11.73%3.72%5.82%
2020-21.20%32.97%8.56%19.35%
201919.10%5.53%-2.16%4.37%
20185.76%1.87%10.05%-18.21%
20177.97%1.21%4.89%8.83%
20160.98%-5.33%9.43%5.35%
20153.36%-1.29%-7.91%1.44%
20142.57%3.52%0.29%6.98%
201311.32%3.39%10.00%10.94%
201212.14%-10.53%5.02%1.54%
20118.51%0.94%-19.80%10.01%
2010-11.11%12.57%13.40%N/A

Rank In Category (By Total Return)

YTD20
1-Month56
3-Month40
1-Year13
3-Year3
5-Year7

Load Adjusted Returns

1-Year29.84%
3-Year7.03%
5-Year14.16%
10-Year12.13%