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FMDCX: FEDERATED MID-CAP INDEX FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 16.72 0.05(0.30%) May 08
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (80%) |
Start Date: | 12/17/1992 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 11.76% |
Expenses | 0.32% |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/21/1994 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.6 | 7.3 | 23.1 | 4.2 | 10.4 | 9.6 | 12.8 | 9.8 | 10.8 | 17.5 | -13.7 | 25.3 | 13.4 | 25.4 | -11.5 | 15.4 | 21.4 | -2.8 | 9.2 | 33.3 | 17.4 | -2.3 | 26.3 | 36.9 | -36.3 | 7.4 | 9.7 | 12.0 | 15.9 | 35.0 | -15.3 | -1.3 | 16.7 | 13.9 | 18.1 | 31.1 | 18.3 | 21.7 | -6.0 | 6.4 | 2.4 |
Sharpe Ratio | NA | 1.0 | 1.12 | 0.07 | 0.32 | 0.4 | NA | NA | 0.42 | 0.77 | -0.59 | 1.4 | 0.32 | 1.67 | -0.79 | 1.54 | 0.98 | -0.19 | 0.71 | 2.52 | 1.14 | -0.08 | 1.25 | 1.14 | -0.86 | 0.27 | 0.47 | 0.79 | 1.11 | 2.1 | -0.66 | -0.16 | 0.46 | 0.66 | 0.69 | 1.67 | 1.25 | 1.46 | -0.79 | 0.41 | 18.62 |
Draw Down(%) | NA | 7.2 | 14.4 | 23.6 | 42.0 | 42.0 | NA | NA | 55.4 | 14.4 | 22.9 | 8.4 | 42.0 | 8.5 | 23.3 | 5.5 | 11.4 | 12.6 | 10.6 | 7.2 | 11.2 | 26.3 | 17.4 | 27.4 | 53.1 | 11.4 | 12.8 | 8.0 | 10.6 | 13.6 | 32.1 | 26.0 | 13.8 | 13.4 | 27.3 | 9.6 | 11.4 | 10.9 | 11.7 | 6.4 | 0.2 |
Standard Deviation(%) | NA | 14.4 | 15.8 | 20.1 | 25.3 | 21.0 | NA | NA | 20.8 | 17.4 | 25.8 | 18.0 | 41.1 | 14.3 | 16.2 | 9.7 | 21.6 | 15.0 | 13.0 | 13.2 | 15.3 | 28.7 | 21.0 | 32.3 | 43.3 | 16.3 | 13.8 | 12.5 | 13.4 | 16.3 | 25.0 | 22.8 | 27.3 | 16.2 | 21.4 | 16.4 | 11.7 | 12.2 | 11.3 | 10.5 | 4.9 |
Treynor Ratio | NA | 0.13 | 0.15 | 0.01 | 0.08 | 0.08 | NA | NA | 0.09 | 0.12 | -0.16 | 0.23 | 0.12 | 0.22 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.05 | 0.06 | 0.1 | 0.14 | 0.34 | -0.16 | -0.04 | 0.14 | 0.12 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | -0.02 | -0.01 | -0.02 | 0.04 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.15 | 1.15 | 1.01 | 1.06 | 1.04 | NA | NA | 1.0 | 1.09 | 0.97 | 1.09 | 1.09 | 1.07 | 0.97 | 1.17 | 0.99 | 0.96 | 1.01 | 1.03 | 1.01 | 1.05 | 0.96 | 0.99 | 0.96 | 0.97 | 1.09 | 1.01 | 1.04 | 0.99 | 0.99 | 1.0 | 0.9 | 0.9 | 1.01 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.91 | 0.9 | 0.93 | 0.88 | NA | NA | 0.88 | 0.91 | 0.93 | 0.81 | 0.95 | 0.92 | 0.95 | 0.9 | 0.48 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.95 | 0.97 | 1.0 | 0.99 | 0.91 | 0.9 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.3 | 11.8 | 11.6 | 12.9 | 11.2 | 16.9 | 11.8 | N/A | 11.9 | 9.6 | 22.9 | 15.1 | 12.0 | 18.5 | 16.9 | 12.5 | 12.5 | 10.6 | 9.8 | 4.1 | 5.0 | 3.5 | 1.3 | 4.9 | 12.1 | 6.1 | 6.7 | 4.8 | 1.6 | 0.5 | 2.2 | 14.6 | 13.7 | 12.2 | 11.4 | 6.0 | 2.2 | 1.5 | 2.2 | 0.5 |
Dividend Growth(%) | N/A | -97.8 | -5.4 | -17.1 | -27.1 | 148.2 | 102.4 | N/A | N/A | -5.3 | -56.8 | 44.5 | 43.3 | -54.2 | 7.7 | 49.0 | -16.4 | 17.9 | 27.2 | 174.7 | -23.9 | 73.0 | 270.6 | -84.0 | -62.0 | 103.6 | -1.4 | 52.7 | 279.2 | 200.0 | -78.4 | -85.1 | 4.6 | 18.4 | 28.8 | 108.0 | 226.1 | 35.3 | -29.2 | 380.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/21/1994
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See MID-CAP BLEND Asset Class Trend Rankings |
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