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QAMNX: Federated Hermes MDT Market Neutral Fund A Shares (MUTUAL FUND)
Basic Info 18.64 0.13(0.69%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/22/2021 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.86% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | Since 09/22/2021 |
2023 | 2022 | 2021 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 9.3 | 12.9 | 14.0 | 4.7 | 9.2 | 12.3 |
Sharpe Ratio | NA | 4.51 | 1.38 | 0.48 | 0.09 | 1.03 | 0.74 |
Draw Down(%) | NA | 2.4 | 5.3 | 18.0 | 7.6 | 7.5 | 17.5 |
Standard Deviation(%) | NA | 6.6 | 5.7 | 23.8 | 5.3 | 7.6 | 70.3 |
Treynor Ratio | NA | 4.04 | 1.35 | 7.64 | 0.09 | -10.81 | 7.06 |
Alpha | NA | 0.1 | 0.03 | 0.05 | 0.0 | 0.03 | 0.26 |
Beta | NA | 0.07 | 0.06 | 0.01 | 0.05 | -0.01 | 0.07 |
RSquared | NA | 0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 5.8 | N/A | 5.8 | 11.7 | 19.3 |
Dividend Growth(%) | N/A | -100.0 | -50.2 | N/A | -50.2 | -45.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2021
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