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Federated Hermes Capital Income A (CAPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.22+0.04 (+0.49%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.93%
5-year average return4.66%
Number of years up27
Number of years down8
Best 1-yr total return (1 May 2024)28.10%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return28.10%
Worst 3-yr total return1.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAPAXCategory
YTD4.16%5.91%
1-month2.44%0.61%
3-month4.16%4.02%
1-year12.81%18.59%
3-year2.30%8.56%
5-year5.41%7.44%
10-year3.78%6.20%
Last bull market19.10%11.89%
Last bear market-9.67%-8.23%

Annual total return (%) history

Year
CAPAXCategory
2024
N/AN/A
2023
10.51%N/A
2022
-12.44%N/A
2021
9.72%N/A
2020
9.47%8.86%
2019
15.69%14.81%
2018
-7.14%-5.04%
2017
10.05%9.86%
2016
7.91%6.62%
2015
-6.18%-2.32%
2014
2.34%4.02%
2013
12.65%7.23%
2012
11.44%9.40%
2011
4.67%1.70%
2010
11.32%10.03%
2009
28.10%20.77%
2008
-21.70%-18.61%
2007
3.38%4.53%
2006
15.21%8.16%
2005
6.04%2.97%
2004
9.90%5.46%
2003
19.89%12.34%
2002
-23.89%-3.11%
2001
-14.31%-0.39%
2000
-9.19%4.28%
1999
1.16%5.85%
1998
13.68%9.66%
1997
26.62%14.12%
1996
11.90%10.91%
1995
25.46%20.60%
1994
-7.96%-4.80%
1993
15.11%13.64%
1992
9.11%8.74%
1991
25.83%18.59%
1990
1.99%-1.01%
1989
23.63%13.34%
1988
N/A8.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.16%N/AN/AN/A
20232.03%1.79%-2.38%9.00%
2022-3.60%-9.67%-4.85%5.70%
20213.29%3.90%-0.54%2.78%
2020-14.05%11.68%4.88%8.73%
20197.60%2.64%0.95%3.78%
2018-1.04%0.33%1.85%-8.17%
20172.72%0.94%3.11%2.93%
20162.12%2.70%1.83%1.05%
20150.71%-1.47%-6.01%0.59%
20142.31%4.66%-2.67%-1.81%
20134.29%-0.65%3.84%4.70%
20124.77%0.67%4.46%1.14%
20113.45%1.24%-6.38%6.75%
20103.83%-4.77%8.39%3.87%
2009-0.57%11.78%10.77%4.05%
2008-3.00%-2.13%-4.65%-13.51%
20071.44%2.05%0.48%-0.60%
20063.06%0.23%6.01%5.21%
2005-0.86%2.49%3.00%1.33%
20042.02%-1.53%2.79%6.44%
2003-3.07%12.45%1.41%8.46%
2002-2.69%-10.89%-18.60%7.82%
2001-3.79%-1.96%-6.82%-2.50%
20005.07%-6.25%0.45%-8.23%
1999-7.06%10.50%-4.58%3.24%
19986.25%-1.34%1.78%6.55%
1997-0.19%9.39%2.72%12.89%
19960.18%4.43%-2.73%9.96%
19954.81%5.49%6.98%6.07%
1994-7.17%-1.90%3.58%-2.43%
19938.10%2.07%4.83%-0.48%
1992-3.40%3.64%5.98%2.83%
19916.82%0.44%8.40%8.18%
1990-4.41%3.25%-4.50%8.21%
19891.94%9.46%4.77%5.75%
19882.02%3.32%N/AN/A

Rank in category (by total return)

YTD13
1-month14
3-month13
1-year10
3-year22
5-year21

Load adjusted returns

1-year6.61%
3-year0.39%
5-year4.23%
10-year3.20%