Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FMCLX (FEDERATED MID-CAP INDEX FUND CLASS R6 SHARES) 14.51% 26.14% 16.62% 8.30% NA NA NA
Data as of 06/05/2026, Common starting date is 10/19/2016
More Performance Analytics Comparison
Name Start Date End Date
FMCLX (FEDERATED MID-CAP INDEX FUND CLASS R6 SHARES) 10/19/2016 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 1.13 26.14 16.62 8.30 NA NA NA 14.51 7.44 13.56 16.67 -13.45 25.55 13.70 25.71 -11.28 15.74 -2.07
Sharpe Ratio NA 1.44 0.75 0.28 NA NA NA 1.92 0.22 0.63 0.75 -0.58 1.41 0.32 1.69 -0.79 1.57 -0.44
Standard Deviation(%) NA 15.43 17.94 19.68 NA NA NA 16.93 20.91 15.86 17.46 25.85 18.04 41.44 14.34 16.19 9.63 23.62
Draw Down(%) NA 8.80 24.11 24.11 NA NA NA 8.80 21.97 8.35 14.38 22.81 8.39 42.01 8.49 23.25 5.47 9.24
Yield(%) 0.00 10.88 12.78 10.69 10.37 6.91 5.18 0.28 10.62 15.75 12.21 9.79 23.18 15.37 12.29 18.77 17.20 0.00
Data as of 06/05/2026, Common starting date is 10/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMCLX (FEDERATED MID-CAP INDEX FUND CLASS R6 SHARES) -4.37%
Mar 2017 – Mar 2020
5.70%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FMCLX (FEDERATED MID-CAP INDEX FUND CLASS R6 SHARES) 22.16%
Mar 2020 – Mar 2023
16.91%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return