Federated Hermes Mdt Mid Cap Growth Fund - C Shares: (MF: FGSCX)
(NASDAQ Mutual Funds) As of Sep 12, 2024 08:00 PM ET
$23.60 USD
+0.22 (0.94%)
Latest Performance as of Jul 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 10.04 | 70 |
3 months | 2.95 | 91 |
6 months | 7.87 | 84 |
1 Year | 15.98 | 58 |
3 Year | 2.72 | 76 |
5 Year | 11.09 | 55 |
10 Year | 11.04 | 44 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 139.92 |
Bear Market (10/07 - 2/09) | -51.89 |
Bull Market (2/09 - 3/21) | 628.74 |
Load Adjusted Returns as of Jul 31, 2024
1 Year | 19.74 |
5 Year | 11.55 |
10 Year | 10.90 |
Since Inception | 8.96 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 13.00 | -2.28 | NA | NA |
2023 | 9.40 | 5.23 | -3.82 | 13.88 |
2022 | -10.62 | -20.84 | -1.94 | 7.86 |
2021 | -0.03 | 11.40 | 3.43 | 5.55 |
2020 | -21.40 | 32.63 | 8.22 | 19.00 |
2019 | 18.75 | 5.26 | -2.41 | 4.06 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 10.04 | 26.11 | -25.18 | 21.59 | 34.26 | 26.95 | -3.96 | 23.52 | 9.09 | -5.64 | 12.80 |
% Total Return Rel to Index | -6.66 | -0.13 | -6.97 | -7.08 | 15.86 | -4.53 | 0.42 | 1.72 | -2.83 | -7.03 | -0.84 |
% Total Return Rel to Peer | -2.63 | 3.11 | -5.48 | -0.46 | 14.34 | -1.46 | 2.89 | 2.84 | 1.28 | -4.05 | 4.59 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 2.00 | 2.00 | 3.00 | 5.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.82 | 12.42 | 3.53 | 3.22 | 4.86 | 5.50 | 0.30 | 8.41 | 6.64 |
Expense Ratio | 1.91 | 0.10 | 1.93 | 1.92 | 1.93 | 1.88 | 1.97 | 1.97 | 1.97 | 1.97 | 1.97 |
* 1 = Top 20%, 5 = Bottom 20%