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FMCRX: FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 15.81 0.07(0.44%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 01/13/2012 |
| Last Dividend Date: | 03/17/2025 |
| 12-Mo. Yield | 1.01% |
| Expenses | 0.32% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 3.1 | -1.6 | 1.5 | -0.7 | 2.2 | 5.9 | -0.1 | 5.3 | -22.1 | 2.3 | -1.6 | 25.7 | -11.3 | 15.8 | 21.2 | -2.6 | 9.5 | 33.5 | 14.0 |
| Sharpe Ratio | NA | 0.11 | -0.23 | -0.09 | -0.11 | 0.03 | 0.22 | -0.32 | 0.05 | -0.85 | 0.09 | -0.04 | 1.69 | -0.78 | 1.57 | 0.97 | -0.17 | 0.73 | 2.53 | 0.95 |
| Draw Down(%) | NA | 21.9 | 33.2 | 33.2 | 46.0 | 46.0 | 46.0 | 19.4 | 14.4 | 24.1 | 24.5 | 42.0 | 8.5 | 23.3 | 5.5 | 11.4 | 12.5 | 10.6 | 7.2 | 11.1 |
| Standard Deviation(%) | NA | 25.6 | 25.8 | 23.0 | 24.2 | 23.8 | 21.6 | 20.8 | 20.4 | 27.9 | 25.5 | 43.2 | 14.3 | 16.2 | 9.6 | 21.6 | 15.0 | 13.0 | 13.2 | 15.4 |
| Treynor Ratio | NA | 0.02 | -0.05 | -0.02 | -0.02 | 0.01 | 0.05 | -0.05 | 0.01 | -0.24 | 0.02 | -0.02 | 0.23 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.15 |
| Alpha | NA | -0.04 | -0.08 | -0.05 | -0.05 | -0.03 | -0.02 | -0.06 | -0.04 | -0.02 | -0.07 | -0.07 | -0.02 | -0.01 | -0.02 | 0.04 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 1.12 | 1.16 | 1.09 | 1.04 | 1.05 | 1.04 | 1.22 | 1.08 | 0.98 | 1.03 | 1.08 | 1.07 | 0.97 | 1.16 | 0.99 | 0.96 | 1.01 | 1.03 | 1.0 |
| RSquared | NA | 0.95 | 0.72 | 0.71 | 0.64 | 0.75 | 0.77 | 0.58 | 0.67 | 0.83 | 0.39 | 0.86 | 0.91 | 0.95 | 0.9 | 0.48 | 0.96 | 0.94 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.3 | 1.0 | 1.3 | 1.1 | 6.5 | N/A | 1.3 | 1.4 | 1.1 | 1.0 | 1.0 | 12.3 | 18.8 | 17.2 | 12.3 | 12.8 | 10.9 | 10.0 | 4.3 |
| Dividend Growth(%) | N/A | -76.8 | -23.5 | -76.1 | -94.5 | N/A | N/A | -3.8 | 0.0 | 12.2 | -4.1 | -90.9 | -53.8 | 7.6 | 53.7 | -19.1 | 17.2 | 27.2 | 165.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
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- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.20% (92%)
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- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.70% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.70% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.45% (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.47% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.66% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.54% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.64% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.44% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.53% (95%)
- IWR (iShares Russell Midcap ETF) 0.48% (94%)
- VXF (Vanguard Extended Market ETF) 0.21% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.55% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.73% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.06% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) 1.16% (98%)
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