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Federated Hermes MDT Small Cap Core IS (QISCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.14+0.11 (+0.48%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.71%
5-Year Average Return7.40%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2024)46.16%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return46.16%
Worst 3-Yr Total Return5.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQISCXCategory
YTD5.51%20.19%
1-Month2.40%0.02%
3-Month5.51%4.36%
1-Year24.35%60.18%
3-Year4.46%11.32%
5-Year9.52%13.88%
10-Year9.36%11.19%
Last Bull Market61.66%27.98%
Last Bear Market-18.85%-24.08%

Annual Total Return (%) History

Year
QISCXCategory
2024
N/AN/A
2023
20.58%N/A
2022
-23.11%N/A
2021
30.27%N/A
2020
16.99%10.99%
2019
18.06%23.75%
2018
-11.58%-12.72%
2017
15.58%12.28%
2016
35.23%20.78%
2015
-3.20%-5.38%
2014
3.15%3.79%
2013
46.16%37.39%
2012
20.35%15.46%
2011
-1.84%-4.07%
2010
24.97%25.61%
2009
13.48%31.80%
2008
-44.14%-36.56%
2007
0.61%-1.10%
2006
17.33%15.03%
2005
N/A6.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.51%N/AN/AN/A
20232.31%5.02%-3.34%16.11%
2022-7.38%-18.85%-4.71%7.36%
202111.80%7.07%1.50%7.22%
2020-33.12%28.82%2.31%32.72%
201911.72%1.36%-3.31%7.83%
20180.00%7.85%5.38%-22.19%
20171.93%3.09%6.84%2.94%
20164.52%2.77%13.32%11.10%
20153.73%0.25%-9.76%3.16%
2014-0.75%2.02%-5.74%8.08%
201313.07%3.72%11.61%11.66%
201212.87%-5.95%6.22%6.73%
201113.93%0.00%-26.82%17.75%
20106.34%-11.55%14.06%16.48%
2009-18.84%15.85%15.15%4.81%
2008-9.75%-0.09%-10.53%-30.75%
20074.30%9.18%-2.64%-9.26%
200616.48%-4.50%-3.17%8.93%
20053.75%N/AN/AN/A

Rank In Category (By Total Return)

YTD49
1-Month95
3-Month49
1-Year16
3-Year38
5-Year49

Load Adjusted Returns

1-Year24.35%
3-Year4.46%
5-Year9.52%
10-Year9.36%