Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXCCX (FEDERATED MAX-CAP INDEX FUND CLASS C SHARES) | 10.85% | 27.18% | 21.22% | 5.79% | 8.57% | 9.49% | 7.42% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCCX (FEDERATED MAX-CAP INDEX FUND CLASS C SHARES) | 12/15/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 27.18 | 21.22 | 5.79 | 8.57 | 9.49 | 7.42 | … | … | 10.85 | 16.38 | 23.26 | 24.99 | -30.64 | 8.38 | -5.44 | 29.24 | -5.62 | 20.25 | 13.93 | -0.17 | 12.02 | 31.22 | 14.47 | 0.80 | 13.77 | 24.96 | -36.68 | 3.67 | 14.15 | 3.76 | 9.56 | 26.76 | -23.18 | -13.10 | -10.51 | 19.26 | 26.54 | -1.78 |
| Sharpe Ratio | NA | 2.15 | 1.25 | 0.17 | 0.32 | NA | NA | … | … | 1.88 | 0.73 | 1.55 | 1.62 | -1.13 | 0.42 | -0.14 | 2.23 | -0.41 | 2.92 | 0.50 | -0.01 | 1.05 | 2.81 | 1.14 | 0.03 | 0.76 | 0.91 | -0.91 | 0.03 | 1.07 | 0.15 | 0.77 | 1.53 | -0.93 | -0.75 | -0.66 | 0.88 | 1.13 | -1.78 |
| Standard Deviation(%) | NA | 11.85 | 14.82 | 19.37 | 21.77 | NA | NA | … | … | 13.53 | 18.61 | 12.69 | 13.26 | 28.47 | 19.81 | 40.19 | 12.45 | 17.15 | 6.75 | 27.66 | 15.53 | 11.38 | 11.09 | 12.75 | 23.41 | 18.03 | 27.21 | 41.38 | 16.05 | 10.05 | 10.29 | 11.11 | 16.99 | 26.03 | 20.92 | 22.17 | 18.03 | 20.40 | 21.15 |
| Draw Down(%) | NA | 9.08 | 18.96 | 40.85 | 40.85 | NA | NA | … | … | 9.08 | 18.96 | 8.54 | 10.25 | 32.06 | 17.14 | 33.86 | 6.87 | 19.59 | 2.72 | 14.83 | 12.21 | 7.39 | 5.60 | 9.90 | 19.11 | 15.90 | 27.19 | 48.32 | 10.37 | 7.66 | 7.10 | 7.98 | 13.83 | 33.71 | 29.69 | 17.45 | 12.09 | 19.30 | 5.65 |
| Yield(%) | 0.00 | 8.54 | 14.29 | 6.41 | 9.64 | 10.49 | 6.43 | … | … | 0.00 | 8.67 | 14.32 | 24.23 | 0.06 | 0.19 | 0.45 | 17.29 | 31.10 | 24.01 | 16.84 | 12.26 | 11.60 | 10.75 | 9.67 | 2.55 | 5.85 | 6.63 | 19.66 | 13.00 | 8.59 | 2.73 | 0.67 | 0.50 | 0.20 | 0.05 | 0.05 | 1.22 | 1.64 | 0.25 |
Data as of 06/04/2026, Common starting date is 12/15/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCCX (FEDERATED MAX-CAP INDEX FUND CLASS C SHARES) |
-17.28%
Mar 2000 – Mar 2003 |
-7.55%
Feb 2004 – Feb 2009 |
-4.60%
Feb 1999 – Feb 2009 |
2.52%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCCX (FEDERATED MAX-CAP INDEX FUND CLASS C SHARES) |
23.96%
Feb 2009 – Feb 2012 |
21.56%
Feb 2009 – Feb 2014 |
15.55%
Feb 2009 – Feb 2019 |
10.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart