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Federated Hermes Max-Cap Index Svc (FMXSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.89+0.04 (+0.51%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.02%
5-year average return14.24%
Number of years up24
Number of years down6
Best 1-yr total return (1 Jul 2024)32.28%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return32.28%
Worst 3-yr total return6.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMXSXCategory
YTD14.98%5.31%
1-month3.62%-4.19%
3-month4.04%3.90%
1-year23.90%20.31%
3-year9.27%6.48%
5-year14.27%11.78%
10-year12.17%10.96%
Last bull market25.94%25.56%
Last bear market-16.25%-15.11%

Annual total return (%) history

Year
FMXSXCategory
2024
N/AN/A
2023
25.51%22.32%
2022
-18.81%-16.96%
2021
28.10%26.07%
2020
17.62%15.83%
2019
30.24%28.78%
2018
-4.88%-6.27%
2017
21.32%20.44%
2016
11.48%10.37%
2015
0.78%-1.07%
2014
12.91%10.96%
2013
32.28%31.50%
2012
15.31%14.96%
2011
1.59%-1.27%
2010
14.68%14.01%
2009
25.89%28.17%
2008
-37.24%-37.79%
2007
4.84%6.16%
2006
15.10%14.17%
2005
4.44%5.88%
2004
10.32%10.02%
2003
27.77%27.05%
2002
-22.63%-22.25%
2001
-12.50%-13.50%
2000
-9.89%-6.31%
1999
20.06%20.16%
1998
27.85%22.39%
1997
32.32%28.37%
1996
22.25%20.76%
1995
36.30%32.35%
1994
0.94%-0.93%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.52%4.04%N/AN/A
20237.16%8.69%-3.38%11.53%
2022-4.81%-16.25%-5.11%7.34%
20216.18%8.35%0.28%11.03%
2020-19.68%20.39%8.75%11.85%
201913.43%4.06%1.58%8.63%
2018-0.93%3.23%7.60%-13.55%
20175.90%2.91%4.44%6.60%
20161.24%2.37%3.69%3.74%
20150.76%0.18%-6.59%6.88%
20141.70%4.99%1.00%4.70%
201310.60%2.89%5.14%10.56%
201212.28%-2.93%6.25%-0.43%
20115.82%0.11%-14.15%11.71%
20105.33%-11.52%11.12%10.74%
2009-11.07%15.73%15.40%5.99%
2008-9.76%-2.45%-8.53%-22.06%
20070.46%6.14%1.79%-3.41%
20064.14%-1.51%5.39%6.49%
2005-2.19%1.25%3.54%1.85%
20041.55%1.61%-2.02%9.12%
2003-3.29%15.10%2.42%12.07%
20020.11%-13.59%-17.40%8.27%
2001-12.05%5.68%-14.83%10.53%
20002.02%-2.87%-1.14%-8.01%
19994.71%6.82%-6.33%14.60%
199813.82%3.10%-10.05%21.13%
19972.52%17.21%7.32%2.60%
19965.26%4.46%2.85%8.11%
19959.49%9.20%7.68%5.86%
1994-3.84%0.28%4.71%-0.02%
19932.20%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month19
3-month30
1-year40
3-year34
5-year40

Load adjusted returns

1-year23.90%
3-year9.27%
5-year14.27%
10-year12.17%