Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMXKX (FEDERATED MAX-CAP INDEX FUND CLASS R SHARES) | 10.92% | 27.56% | 21.63% | 6.36% | 9.08% | 9.95% | 7.85% | … | … |
Data as of 06/04/2026, Common starting date 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 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 27.56 | 21.63 | 6.36 | 9.08 | 9.95 | 7.85 | … | … | 10.92 | 16.78 | 23.70 | 25.27 | -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 | 2.18 | 1.27 | 0.20 | 0.35 | NA | NA | … | … | 1.88 | 0.74 | 1.58 | 1.66 | -1.12 | 0.48 | -0.12 | 2.26 | -0.40 | 3.01 | 0.51 | 0.01 | 1.09 | 2.86 | 1.17 | 0.05 | 0.78 | 0.92 | -0.90 | 0.05 | 1.10 | 0.17 | 0.79 | 2.85 |
| Standard Deviation(%) | NA | 11.85 | 14.89 | 19.24 | 21.62 | NA | NA | … | … | 13.42 | 18.85 | 12.72 | 13.13 | 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 | 8.85 | 18.94 | 39.88 | 39.88 | NA | NA | … | … | 8.85 | 18.94 | 8.59 | 10.14 | 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 | 8.26 | 13.94 | 6.41 | 9.73 | 10.68 | 6.56 | … | … | 0.02 | 8.44 | 13.85 | 23.51 | 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 06/04/2026, Common starting date 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 |
4.87%
Oct 2013 – Oct 2023 |
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 |
11.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart