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Federated Hermes Equity Income Fund (LEICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.68-0.03 (-0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.97%
5-year average return7.46%
Number of years up22
Number of years down8
Best 1-yr total return (4 Jul 2024)30.61%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return30.61%
Worst 3-yr total return2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLEICXCategory
YTD8.01%4.44%
1-month-0.53%-4.04%
3-month-2.04%4.09%
1-year13.42%14.37%
3-year3.59%6.04%
5-year7.70%9.20%
10-year5.39%8.57%
Last bull market25.05%22.97%
Last bear market-11.75%-11.27%

Annual total return (%) history

Year
LEICXCategory
2024
N/AN/A
2023
8.24%11.63%
2022
-8.71%-5.90%
2021
20.06%26.22%
2020
5.53%2.91%
2019
20.35%25.04%
2018
-12.33%-8.53%
2017
15.16%15.94%
2016
8.68%14.81%
2015
-6.13%-4.05%
2014
7.07%10.21%
2013
30.61%31.21%
2012
10.34%14.57%
2011
6.64%-0.75%
2010
10.78%13.66%
2009
14.83%24.13%
2008
-30.25%-37.09%
2007
1.34%1.42%
2006
22.08%18.15%
2005
2.56%5.95%
2004
12.35%12.97%
2003
23.34%28.44%
2002
-19.80%-18.69%
2001
-11.86%-4.99%
2000
-11.62%7.87%
1999
16.63%6.72%
1998
14.99%12.00%
1997
24.23%26.61%
1996
21.22%20.08%
1995
32.87%32.39%
1994
-4.55%-0.70%
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.26%-2.04%N/AN/A
2023-1.05%4.17%-4.32%9.74%
20220.04%-11.75%-6.43%10.52%
20219.96%4.82%-1.26%5.50%
2020-25.32%14.74%6.60%15.52%
201910.07%2.01%0.54%6.61%
2018-1.06%0.54%3.54%-14.88%
20173.27%0.44%4.07%6.68%
2016-2.54%1.31%2.60%7.27%
20150.17%-0.85%-8.40%3.18%
20141.63%4.49%-2.12%3.01%
201310.04%2.31%4.50%11.02%
20129.19%-2.79%4.39%-0.41%
20116.25%-0.12%-10.29%12.01%
20104.02%-11.03%9.52%9.30%
2009-10.88%9.00%12.90%4.70%
2008-7.05%-5.53%-5.02%-16.38%
2007-0.16%5.59%-0.68%-3.22%
20064.47%1.80%7.47%6.81%
2005-1.74%0.36%1.49%2.47%
20042.43%0.18%0.12%9.37%
2003-6.91%16.77%0.06%13.40%
20020.80%-13.27%-14.86%7.75%
2001-10.41%2.57%-11.57%8.48%
20007.20%-5.17%0.81%-13.76%
19992.34%6.98%-6.39%13.80%
19987.60%1.44%-9.31%16.16%
19972.12%15.16%5.88%-0.23%
19965.04%3.03%4.27%7.43%
19957.86%7.74%7.46%6.42%
1994-4.25%0.21%3.43%-3.82%
19935.67%0.80%N/AN/A

Rank in category (by total return)

YTD39
1-month50
3-month60
1-year62
3-year90
5-year85

Load adjusted returns

1-year12.42%
3-year3.59%
5-year7.70%
10-year5.39%