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Federated Hermes MDT Small Cap Growth IS (QISGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.82+0.26 (+1.06%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.10%
5-Year Average Return6.52%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)42.33%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return42.33%
Worst 3-Yr Total Return0.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQISGXCategory
YTD-0.99%12.40%
1-Month-7.10%3.37%
3-Month0.71%4.88%
1-Year12.47%55.69%
3-Year-2.57%19.34%
5-Year6.20%20.72%
10-Year9.31%13.98%
Last Bull Market31.58%27.85%
Last Bear Market-21.96%-24.06%

Annual Total Return (%) History

Year
QISGXCategory
2024
N/AN/A
2023
19.63%N/A
2022
-28.26%N/A
2021
17.62%N/A
2020
29.89%38.62%
2019
21.14%27.68%
2018
-6.22%-5.76%
2017
25.04%21.50%
2016
20.41%11.20%
2015
3.50%-2.41%
2014
1.71%2.44%
2013
42.33%40.91%
2012
17.40%13.15%
2011
1.63%-3.55%
2010
29.46%26.98%
2009
9.94%35.46%
2008
-41.11%-41.55%
2007
16.03%7.59%
2006
9.83%10.81%
2005
N/A6.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.58%N/AN/AN/A
20237.33%5.77%-6.85%13.12%
2022-11.05%-21.96%-2.71%6.23%
20214.54%6.80%1.05%4.25%
2020-28.67%33.71%4.48%30.36%
201913.50%2.73%-5.06%9.44%
20183.65%8.28%8.37%-22.90%
20177.43%4.19%7.14%4.27%
20160.00%1.38%12.83%5.27%
20157.56%1.51%-10.10%5.43%
2014-0.96%1.78%-5.56%6.84%
201311.78%3.74%12.45%9.15%
201217.75%-7.58%5.08%2.65%
201115.41%0.94%-25.06%16.41%
20107.04%-9.87%14.84%16.84%
2009-16.77%13.95%13.61%2.04%
2008-11.93%-1.47%-9.72%-24.83%
20075.44%11.15%2.10%-3.03%
200615.99%-4.98%-7.60%7.85%
20053.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD67
1-Month68
3-Month77
1-Year45
3-Year29
5-Year53

Load Adjusted Returns

1-Year12.47%
3-Year-2.57%
5-Year6.20%
10-Year9.31%