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FMXKX: FEDERATED MAX-CAP INDEX FUND CLASS R SHARES (MUTUAL FUND)
Basic Info 7.89 0.01(0.13%) July 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (32%) |
| Start Date: | 04/10/2003 |
| Last Dividend Date: | 03/17/2025 |
| 12-Mo. Yield | 0.28% |
| Expenses | 0.37% |
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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 | 15 Yr | 20 Yr | Since 04/10/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 5.8 | 0.3 | 1.3 | -2.1 | 3.9 | 7.6 | 5.4 | 6.4 | 10.8 | 1.7 | -30.0 | 9.3 | -4.7 | 29.7 | -5.3 | 20.7 | 14.2 | 0.1 | 12.4 | 31.7 | 14.8 | 1.1 | 14.2 | 25.2 | -36.4 | 4.0 | 14.5 | 4.0 | 9.8 | 27.9 |
| Sharpe Ratio | NA | 0.45 | -0.06 | -0.07 | -0.17 | 0.11 | NA | NA | 0.25 | 0.24 | -0.1 | -1.12 | 0.48 | -0.12 | 2.27 | -0.39 | 3.02 | 0.51 | 0.01 | 1.09 | 2.86 | 1.17 | 0.05 | 0.78 | 0.92 | -0.9 | 0.06 | 1.12 | 0.18 | 0.8 | 2.85 |
| Draw Down(%) | NA | 18.9 | 26.8 | 26.8 | 41.9 | 41.9 | NA | NA | 55.1 | 13.7 | 18.3 | 31.3 | 16.6 | 33.8 | 6.7 | 19.5 | 2.6 | 14.7 | 12.2 | 7.4 | 5.6 | 9.8 | 19.1 | 15.8 | 27.2 | 48.2 | 10.3 | 7.6 | 7.1 | 7.9 | 4.8 |
| Standard Deviation(%) | NA | 24.4 | 23.1 | 23.5 | 24.0 | 23.1 | NA | NA | 21.1 | 17.2 | 24.3 | 28.2 | 19.4 | 39.9 | 12.5 | 17.1 | 6.7 | 27.4 | 15.6 | 11.4 | 11.1 | 12.7 | 23.4 | 18.1 | 27.2 | 41.4 | 16.1 | 10.1 | 10.3 | 11.2 | 13.9 |
| Treynor Ratio | NA | 0.11 | -0.01 | -0.02 | -0.04 | 0.03 | NA | NA | 0.05 | 0.04 | -0.03 | -0.32 | 0.1 | -0.05 | 0.28 | -0.07 | 0.2 | 0.14 | 0.0 | 0.13 | 0.32 | 0.15 | 0.01 | 0.14 | 0.25 | -0.37 | 0.01 | 0.11 | 0.02 | 0.09 | 0.0 |
| Alpha | NA | 0.0 | -0.05 | -0.06 | -0.06 | -0.03 | NA | NA | -0.01 | -0.05 | -0.08 | -0.05 | -0.05 | -0.09 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | NA |
| Beta | NA | 1.0 | 1.02 | 1.0 | 0.97 | 0.98 | NA | NA | 0.99 | 1.03 | 0.95 | 0.98 | 0.9 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 1.01 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.01 | 1.01 | 0.99 | 1.0 | 1.0 | NA |
| RSquared | NA | 1.0 | 0.79 | 0.59 | 0.55 | 0.65 | NA | NA | 0.79 | 0.62 | 0.31 | 0.77 | 0.41 | 0.77 | 1.0 | 1.0 | 0.99 | 0.21 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.92 | 0.0 |
| Yield(%) | N/A | 0.1 | 0.3 | 0.5 | 0.4 | 8.2 | 10.9 | 6.2 | N/A | 0.4 | 0.7 | 0.4 | 0.3 | 0.7 | 17.3 | 31.0 | 24.1 | 17.0 | 12.5 | 11.8 | 11.1 | 10.0 | 2.9 | 6.2 | 6.9 | 19.8 | 13.3 | 8.9 | 2.9 | 1.0 | 0.5 |
| Dividend Growth(%) | N/A | -82.8 | -47.6 | -92.7 | -98.6 | -25.1 | N/A | N/A | N/A | -39.6 | 33.3 | 19.6 | -56.4 | -95.2 | -63.6 | 23.5 | 36.1 | 18.1 | 6.9 | 24.0 | 17.3 | 242.7 | -50.1 | 3.4 | -84.2 | 33.4 | 53.7 | 213.7 | 220.6 | 132.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2003
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