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Federated Hermes Max-Cap Index C (MXCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.33-0.03 (-0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.38%
5-year average return13.40%
Number of years up20
Number of years down6
Best 1-yr total return (27 June 2024)31.28%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return31.28%
Worst 3-yr total return6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMXCCXCategory
YTD10.64%5.31%
1-month4.88%-4.19%
3-month3.53%3.90%
1-year26.60%20.31%
3-year8.02%6.48%
5-year14.15%11.78%
10-year11.17%10.96%
Last bull market25.52%25.56%
Last bear market-16.46%-15.11%

Annual total return (%) history

Year
MXCCXCategory
2024
N/AN/A
2023
24.82%22.32%
2022
-19.47%-16.96%
2021
27.01%26.07%
2020
16.86%15.83%
2019
29.24%28.78%
2018
-5.56%-6.27%
2017
20.38%20.44%
2016
10.64%10.37%
2015
0.02%-1.07%
2014
12.03%10.96%
2013
31.28%31.50%
2012
14.44%14.96%
2011
0.79%-1.27%
2010
13.78%14.01%
2009
24.98%28.17%
2008
-37.73%-37.79%
2007
4.01%6.16%
2006
14.26%14.17%
2005
3.76%5.88%
2004
9.56%10.02%
2003
26.76%27.05%
2002
-23.16%-22.25%
2001
-13.10%-13.50%
2000
-10.51%-6.31%
1999
19.26%20.16%
1998
26.54%22.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.17%N/AN/AN/A
20237.05%8.42%-3.59%11.55%
2022-4.97%-16.46%-5.18%6.98%
20215.99%8.06%0.10%10.78%
2020-19.86%20.18%8.55%11.78%
201913.25%3.86%1.32%8.45%
2018-1.09%3.09%7.35%-13.72%
20175.73%2.76%4.22%6.32%
20161.09%2.12%3.53%3.52%
20150.59%0.00%-6.77%6.65%
20141.52%4.76%0.82%4.48%
201310.40%2.70%4.97%10.29%
201212.14%-3.21%6.09%-0.62%
20115.64%-0.09%-14.33%11.47%
20105.16%-11.68%10.87%10.50%
2009-11.19%15.46%15.26%5.74%
2008-9.88%-2.69%-8.70%-22.22%
20070.27%5.92%1.61%-3.62%
20063.97%-1.74%5.21%6.31%
2005-2.39%1.11%3.34%1.73%
20041.40%1.44%-2.20%8.92%
2003-3.52%14.89%2.31%11.79%
2002-0.06%-13.74%-17.55%8.09%
2001-12.21%5.51%-14.95%10.31%
20001.85%-3.03%-1.32%-8.17%
19994.58%6.60%-6.49%14.41%
199813.26%2.93%-10.20%20.87%

Rank in category (by total return)

YTD47
1-month33
3-month47
1-year57
3-year51
5-year61

Load adjusted returns

1-year25.60%
3-year8.02%
5-year14.15%
10-year11.17%