FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES started on 01/13/2012
FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES is classified as asset class MID-CAP BLEND
FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES expense ratio is 0.32%
FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES rating is
(5%)

Dividends


FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Dividend Info

FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) dividend growth in the last 12 months is -28.57%

The trailing 12-month yield of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES is 0.92%. its dividend history:

Pay Date Cash Amount
Dec 16, 2024 $0.067
Sep 16, 2024 $0.052
Jun 17, 2024 $0.031
Mar 15, 2024 $0.053
Dec 15, 2023 $0.081
Sep 15, 2023 $0.052
Jun 15, 2023 $0.024
Mar 15, 2023 $0.054
Dec 19, 2022 $0.098
Sep 26, 2022 $0.037
Jun 24, 2022 $0.033
Mar 24, 2022 $0.043
Dec 20, 2021 $0.086
Sep 24, 2021 $0.029
Jun 24, 2021 $0.03
Mar 24, 2021 $0.043
Dec 18, 2020 $0.075
Sep 24, 2020 $0.017
Jun 24, 2020 $0.038
Mar 24, 2020 $0.066
Dec 18, 2019 $0.095
Dec 05, 2019 $1.88
Sep 24, 2019 $0.057
Jun 24, 2019 $0.06
Mar 25, 2019 $0.062
Dec 18, 2018 $0.0919
Dec 06, 2018 $4.3629
Sep 24, 2018 $0.0718
Jun 25, 2018 $0.066
Mar 26, 2018 $0.065
Dec 18, 2017 $0.106
Dec 05, 2017 $4.065
Sep 25, 2017 $0.049
Jun 26, 2017 $0.0418
Mar 24, 2017 $0.067
Dec 19, 2016 $0.119
Dec 06, 2016 $2.576
Jun 24, 2016 $0.051
Mar 24, 2016 $0.071
Dec 18, 2015 $0.103
Dec 03, 2015 $3.168
Sep 24, 2015 $0.073
Jun 24, 2015 $0.063
Mar 24, 2015 $0.075
Dec 18, 2014 $0.122
Dec 04, 2014 $2.631
Sep 24, 2014 $0.079
Jun 24, 2014 $0.067
Mar 24, 2014 $0.073
Dec 19, 2013 $0.086
Dec 05, 2013 $0.782
Sep 24, 2013 $0.075
Jun 26, 2013 $1.262
Jun 24, 2013 $0.071
Mar 25, 2013 $0.061
Dec 20, 2012 $0.111
Dec 06, 2012 $0.591
Sep 24, 2012 $0.062
Jun 25, 2012 $0.056
Mar 26, 2012 $0.059

Dividend Growth History for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.203 1.31% -3.79% -
2023 $0.211 1.41% 0.00% -3.79%
2022 $0.211 1.08% 12.23% -1.91%
2021 $0.188 0.99% -4.08% 2.59%
2020 $0.196 0.99% -90.90% 0.88%
2019 $2.154 12.29% -53.75% -37.65%
2018 $4.6576 18.78% 7.60% -40.68%
2017 $4.3288 17.21% 53.67% -35.41%
2016 $2.817 12.29% -19.10% -28.02%
2015 $3.482 12.77% 17.16% -27.08%
2014 $2.972 10.86% 27.17% -23.54%
2013 $2.337 10.05% 165.87% -19.92%
2012 $0.879 4.25% - -11.50%

Dividend Growth Chart for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Historical Returns And Risk Info

From 01/13/2012 to 05/07/2025, the compound annualized total return (dividend reinvested) of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 5.204%. Its cumulative total return (dividend reinvested) is 96.124%.

From 01/13/2012 to 05/07/2025, the Maximum Drawdown of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 46.1%.

From 01/13/2012 to 05/07/2025, the Sharpe Ratio of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 0.18.

From 01/13/2012 to 05/07/2025, the Annualized Standard Deviation of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 21.7%.

From 01/13/2012 to 05/07/2025, the Beta of FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 1.04.

The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 01/13/2012.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FMCRX (FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES) -6.37% -13.08% -3.23% -0.48% 1.23% NA NA 5.32%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -3.90% 9.87% 13.73% 16.05% 12.31% 13.43% 10.14% 14.05%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.60% 8.07% 8.19% 7.93% 5.93% 6.97% 5.97% 7.00%

Return Calculator for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

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FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

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Retirement Spending Calculator for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX)

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Rolling Returns


FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/13/2012 to 05/07/2025, the worst annualized return of 3-year rolling returns for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is -9.91%.
From 01/13/2012 to 05/07/2025, the worst annualized return of 5-year rolling returns for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is -3.79%.
From 01/13/2012 to 05/07/2025, the worst annualized return of 10-year rolling returns for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is 1.04%.
From 01/13/2012 to 05/07/2025, the worst annualized return of 20-year rolling returns for FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) is NA.

Drawdowns


FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (FMCRX) Maximum Drawdown




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