Federated Hermes Mdt Small Cap Growth Fund Class C: (MF: QCSGX)
(NASDAQ Mutual Funds) As of Jul 16, 2024 08:00 PM ET
$19.74 USD
+0.67 (3.51%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.24 | 54 |
3 months | -3.79 | 60 |
6 months | 2.24 | 54 |
1 Year | 7.17 | 78 |
3 Year | -3.46 | 76 |
5 Year | 5.84 | 80 |
10 Year | 8.06 | 29 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -55.95 |
Bull Market (2/09 - 3/21) | 524.77 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 6.10 |
5 Year | 5.84 |
10 Year | 8.06 |
Since Inception | 7.28 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.28 | -3.79 | NA | NA |
2023 | 7.03 | 5.45 | -7.05 | 12.77 |
2022 | -11.25 | -22.21 | -3.01 | 5.99 |
2021 | 4.28 | 6.52 | 0.81 | 3.96 |
2020 | -28.89 | 33.46 | 4.20 | 29.99 |
2019 | 13.20 | 2.49 | -5.31 | 9.18 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.24 | 18.31 | -29.03 | 16.43 | 28.55 | 19.95 | -7.17 | 23.83 | 19.15 | 2.51 | 0.69 |
% Total Return Rel to Index | -13.06 | -7.93 | -10.82 | -12.24 | 10.15 | -11.53 | -2.78 | 2.03 | 7.21 | 1.12 | -12.94 |
% Total Return Rel to Peer | -0.98 | 2.23 | -9.51 | -2.88 | 9.55 | -5.48 | 3.59 | 8.23 | 3.20 | 7.24 | -1.97 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 4.00 | 2.00 | 5.00 | 2.00 | 1.00 | 3.00 | 1.00 | 4.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.00 | 0.63 | 8.58 | 0.14 | 0.00 | 1.45 | 1.20 | 0.32 | 3.09 | 0.00 |
Expense Ratio | 0.14 | 1.96 | 1.96 | 1.88 | 1.88 | 0.29 | 1.89 | 1.90 | 1.88 | 0.59 | 0.43 |
* 1 = Top 20%, 5 = Bottom 20%