Federated Hermes Mdt Mid Cap Growth Fund R6 Shares: (MF: FGSKX)
(NASDAQ Mutual Funds) As of May 20, 2024 08:00 PM ET
$46.92 USD
+0.16 (0.34%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.30 | 21 |
3 months | 5.07 | 24 |
6 months | 28.77 | 5 |
1 Year | 25.75 | 26 |
3 Year | 6.18 | 33 |
5 Year | 12.33 | 30 |
10 Year | 11.93 | 26 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -51.68 |
Bull Market (2/09 - 3/21) | 727.02 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 31.65 |
5 Year | 14.46 |
10 Year | 12.48 |
Since Inception | 9.64 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.32 | NA | NA | NA |
2023 | 9.70 | 5.51 | -3.55 | 14.16 |
2022 | -10.38 | -20.63 | -1.65 | 8.15 |
2021 | 0.21 | 11.71 | 3.72 | 5.83 |
2020 | -21.18 | 32.95 | 8.57 | 19.33 |
2019 | 19.10 | 5.54 | -2.18 | 4.37 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.30 | 27.44 | -24.34 | 22.90 | 35.77 | 28.34 | -3.01 | 24.72 | 9.65 | -5.38 | 13.05 |
% Total Return Rel to Index | 1.25 | 1.20 | -6.14 | -5.78 | 17.37 | -3.14 | 1.38 | 2.92 | -2.27 | -6.77 | -0.59 |
% Total Return Rel to Peer | 2.46 | 4.45 | -4.64 | 0.84 | 15.85 | -0.08 | 3.84 | 4.04 | 1.84 | -3.78 | 4.84 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.82 | 12.42 | 3.53 | 3.22 | 4.86 | 5.50 | 0.30 | 8.41 | 6.64 |
Expense Ratio | 0.00 | 0.10 | 0.83 | 0.83 | 0.83 | 0.83 | 0.95 | 0.96 | 1.61 | 1.69 | 1.72 |
* 1 = Top 20%, 5 = Bottom 20%