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Federated Hermes MDT All Cap Core C (QCACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.67+0.42 (+1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.47%
5-year average return16.94%
Number of years up13
Number of years down5
Best 1-yr total return (3 Oct 2024)39.05%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return39.05%
Worst 3-yr total return5.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQCACXCategory
YTD25.14%5.31%
1-month2.16%-4.19%
3-month6.95%3.90%
1-year41.23%20.31%
3-year13.07%6.48%
5-year16.67%11.78%
10-year12.53%10.96%
Last bull market32.08%25.56%
Last bear market-16.34%-15.11%

Annual total return (%) history

Year
QCACXCategory
2024
N/AN/A
2023
22.20%22.32%
2022
-14.95%-16.96%
2021
29.88%26.07%
2020
20.65%15.83%
2019
25.55%28.78%
2018
-3.48%-6.27%
2017
19.86%20.44%
2016
11.22%10.37%
2015
-5.23%-1.07%
2014
12.07%10.96%
2013
39.05%31.50%
2012
15.36%14.96%
2011
-1.45%-1.27%
2010
8.95%14.01%
2009
18.19%28.17%
2008
-43.39%-37.79%
2007
7.39%6.16%
2006
11.76%14.17%
2005
N/A5.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.00%2.64%6.95%N/A
20236.28%5.25%-3.20%12.85%
2022-4.93%-16.34%-2.87%10.09%
20215.54%9.98%0.67%11.15%
2020-22.24%26.92%6.23%15.07%
201915.30%3.96%-1.26%6.08%
20182.49%3.22%7.65%-15.25%
20174.78%1.14%6.20%6.50%
20160.77%-0.96%6.09%5.05%
20151.06%-0.43%-8.73%3.20%
20143.52%4.13%-0.40%4.39%
201312.34%3.88%6.71%11.66%
201212.24%-4.87%5.37%2.55%
201110.09%-2.56%-18.90%13.27%
20104.01%-13.89%10.51%10.08%
2009-11.89%13.63%12.98%4.49%
2008-8.29%-1.22%-14.93%-26.54%
20070.75%6.06%2.04%-1.51%
20064.32%-2.26%2.38%7.07%
20051.44%N/AN/AN/A

Rank in category (by total return)

YTD5
1-month21
3-month23
1-year3
3-year8
5-year10

Load adjusted returns

1-year40.23%
3-year13.07%
5-year16.67%
10-year12.53%