Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMXKX (FEDERATED MAX-CAP INDEX FUND CLASS R SHARES) | 6.91% | 1.82% | 1.59% | -2.77% | 3.68% | 7.66% | 5.37% | 6.56% |
Data as of 07/18/2025, AR inception is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMXKX (FEDERATED MAX-CAP INDEX FUND CLASS R SHARES) | 04/10/2003 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 1.82 | 1.59 | -2.77 | 3.68 | 7.66 | 5.37 | 6.56 | 6.91 | 10.78 | 1.74 | -29.96 | 9.31 | -4.66 | 29.75 | -5.35 | 20.70 | 14.16 | 0.14 | 12.41 | 31.70 | 14.84 | 1.15 | 14.17 | 25.20 | -36.45 | 4.00 | 14.45 | 3.98 | 9.84 | 27.91 |
| Sharpe Ratio | NA | -0.06 | -0.08 | -0.20 | 0.10 | NA | NA | 0.25 | 0.43 | 0.24 | -0.10 | -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 | -0.90 | 0.06 | 1.12 | 0.18 | 0.80 | 2.85 |
| Standard Deviation(%) | NA | 23.06 | 23.44 | 23.95 | 23.13 | NA | NA | 21.09 | 23.50 | 17.22 | 24.26 | 28.21 | 19.39 | 39.86 | 12.51 | 17.11 | 6.68 | 27.44 | 15.59 | 11.37 | 11.06 | 12.72 | 23.42 | 18.07 | 27.21 | 41.35 | 16.07 | 10.07 | 10.32 | 11.15 | 13.94 |
| Draw Down(%) | NA | 26.79 | 26.79 | 41.87 | 41.87 | NA | NA | 55.14 | 18.94 | 13.74 | 18.32 | 31.34 | 16.62 | 33.84 | 6.73 | 19.53 | 2.63 | 14.69 | 12.17 | 7.38 | 5.61 | 9.85 | 19.06 | 15.82 | 27.23 | 48.22 | 10.31 | 7.64 | 7.11 | 7.87 | 4.77 |
| Yield(%) | 0.00 | 0.28 | 0.48 | 0.39 | 7.92 | 10.92 | 6.20 | 7.98 | 0.07 | 0.43 | 0.72 | 0.37 | 0.35 | 0.73 | 17.27 | 30.96 | 24.07 | 17.00 | 12.47 | 11.85 | 11.07 | 9.97 | 2.87 | 6.16 | 6.92 | 19.82 | 13.27 | 8.92 | 2.94 | 0.99 | 0.54 |
Data as of 07/18/2025, AR inception is 04/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXKX (FEDERATED MAX-CAP INDEX FUND CLASS R SHARES) |
-15.59%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
2.65%
Apr 2015 - Apr 2025 |
4.49%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXKX (FEDERATED MAX-CAP INDEX FUND CLASS R SHARES) |
24.36%
Feb 2009 - Feb 2012 |
21.93%
Feb 2009 - Feb 2014 |
15.90%
Feb 2009 - Feb 2019 |
9.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart