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Federated Hermes Mdt All Cap Core Fund R6 Shares: (MF: QKACX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$44.46 USD
+0.86 (1.97%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.79 | 29 |
| 3 months | -2.79 | 29 |
| 6 months | 0.98 | 9 |
| 1 Year | 11.47 | 2 |
| 3 Year | 12.38 | 1 |
| 5 Year | 22.68 | 1 |
| 10 Year | 13.06 | 11 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.92 |
| Bull Market (2/09 - 3/21) | 974.55 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 11.47 |
| 5 Year | 22.67 |
| 10 Year | 13.06 |
| Since Inception | 9.13 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -2.79 | NA | NA | NA |
| 2024 | 14.27 | 2.95 | 7.21 | 3.89 |
| 2023 | 6.58 | 5.52 | -2.92 | 13.16 |
| 2022 | -4.66 | -16.13 | -2.58 | 10.37 |
| 2021 | 5.79 | 10.26 | 0.94 | 11.46 |
| 2020 | -22.03 | 27.27 | 6.50 | 15.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.79 | 31.04 | 23.55 | -14.02 | 31.26 | 21.97 | 26.86 | -2.50 | 21.15 | 11.76 | -4.87 |
| % Total Return Rel to Index | 1.46 | 6.02 | -2.69 | 4.17 | 2.57 | 3.57 | -4.62 | 1.88 | -0.64 | -0.16 | -6.26 |
| % Total Return Rel to Peer | 2.22 | 11.65 | 0.55 | 5.67 | 9.20 | 2.05 | -1.56 | 4.35 | 0.47 | 3.94 | -3.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 2.00 | 1.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.22 | 0.25 | 0.21 | 0.14 | 0.21 | 0.18 | 0.15 | 0.20 | 0.00 | 0.10 |
| % Yield | 0.00 | 0.43 | 0.51 | 0.61 | 0.29 | 0.56 | 0.57 | 0.54 | 0.70 | 0.00 | 0.48 |
| Capital Gains ($) | 0.00 | 3.75 | 0.28 | 3.19 | 6.87 | 0.88 | 0.83 | 2.01 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.73 | 0.18 | 1.02 | 1.07 | 1.80 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%