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Federated Hermes Max-Cap Index IS (FISPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.09-0.03 (-0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.40%
5-year average return14.83%
Number of years up27
Number of years down6
Best 1-yr total return (26 June 2024)32.68%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return32.68%
Worst 3-yr total return7.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFISPXCategory
YTD11.03%5.31%
1-month4.96%-4.19%
3-month3.70%3.90%
1-year27.93%20.31%
3-year9.12%6.48%
5-year15.35%11.78%
10-year12.34%10.96%
Last bull market26.10%25.56%
Last bear market-16.18%-15.11%

Annual total return (%) history

Year
FISPXCategory
2024
N/AN/A
2023
26.15%22.32%
2022
-18.57%-16.96%
2021
28.34%26.07%
2020
17.98%15.83%
2019
30.70%28.78%
2018
-4.62%-6.27%
2017
21.73%20.44%
2016
11.79%10.37%
2015
1.08%-1.07%
2014
13.30%10.96%
2013
32.68%31.50%
2012
15.58%14.96%
2011
1.98%-1.27%
2010
14.94%14.01%
2009
26.26%28.17%
2008
-37.02%-37.79%
2007
5.14%6.16%
2006
15.41%14.17%
2005
4.75%5.88%
2004
10.68%10.02%
2003
28.07%27.05%
2002
-22.38%-22.25%
2001
-12.22%-13.50%
2000
-9.60%-6.31%
1999
20.42%20.16%
1998
28.27%22.39%
1997
32.69%28.37%
1996
22.75%20.76%
1995
36.62%32.35%
1994
1.22%-0.93%
1993
9.52%N/A
1992
7.22%N/A
1991
30.01%N/A
1990
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.46%N/AN/AN/A
20237.31%8.77%-3.33%11.80%
2022-4.72%-16.18%-4.89%7.20%
20216.21%8.34%0.45%11.04%
2020-19.65%20.49%8.78%12.02%
201913.50%4.18%1.63%8.77%
2018-0.94%3.35%7.67%-13.48%
20175.99%3.04%4.48%6.68%
20161.29%2.44%3.81%3.79%
20150.82%0.26%-6.53%6.99%
20141.82%5.04%1.07%4.81%
201310.71%2.95%5.26%10.59%
201212.38%-2.91%6.30%-0.35%
20115.95%0.19%-14.02%11.73%
20105.39%-11.48%11.25%10.76%
2009-10.95%15.75%15.52%6.04%
2008-9.67%-2.41%-8.44%-21.96%
20070.57%6.17%1.90%-3.37%
20064.21%-1.47%5.50%6.55%
2005-2.15%1.36%3.58%1.96%
20041.63%1.74%-1.94%9.17%
2003-3.28%15.16%2.54%12.13%
20020.19%-13.53%-17.34%8.40%
2001-11.98%5.74%-14.72%10.59%
20002.12%-2.80%-1.09%-7.93%
19994.77%6.88%-6.24%14.69%
199813.92%3.17%-9.97%21.22%
19972.59%17.39%7.33%2.66%
19965.49%4.45%2.99%8.17%
19959.56%9.34%7.83%5.77%
1994-3.86%0.36%4.88%0.03%
19934.26%0.30%2.42%2.25%
1992-2.59%1.88%3.04%4.86%
199114.50%-0.38%5.35%8.19%
19909.53%N/AN/AN/A

Rank in category (by total return)

YTD38
1-month25
3-month40
1-year41
3-year30
5-year34

Load adjusted returns

1-year27.93%
3-year9.12%
5-year15.35%
10-year12.34%