Federated Hermes US SMID Equity Fund Class Z GBP AccumulatingRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 2.18 | -5.36 | 27.03 | 6.30 | 24.01 | -5.37 | 14.83 | 11.54 |
+/- Category | -4.75 | -0.07 | 2.34 | -12.16 | 3.44 | 4.83 | 2.55 | 4.29 |
+/- Category Index | - | -2.23 | 1.64 | -7.89 | -0.30 | 0.60 | 5.73 | 3.27 |
% Rank in Category | 79 | 40 | 16 | 75 | 41 | 31 | 28 | 7 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.76 | 0.82 | 0.72 |
1 Week | -0.47 | -0.81 | -2.71 |
1 Month | 0.45 | 0.11 | 0.31 |
3 Months | -1.00 | 1.78 | 1.09 |
6 Months | 5.72 | 3.99 | 2.68 |
YTD | 6.10 | 2.79 | 0.22 |
1 Year | 12.27 | 3.34 | 0.40 |
3 Years Annualised | 6.86 | 2.54 | 1.86 |
5 Years Annualised | 8.94 | 1.22 | -0.49 |
10 Years Annualised | 12.46 | 1.55 | 0.10 |
Category: US Mid-Cap Equity | |||
Category Index: Morningstar US Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.31 | -4.10 | - | - |
2023 | 1.70 | 6.52 | -1.71 | 7.85 |
2022 | -4.37 | -9.14 | 6.37 | 2.39 |
2021 | 7.32 | 5.58 | 2.88 | 6.39 |
2020 | -23.92 | 18.49 | 1.12 | 16.62 |
2019 | 10.01 | 9.77 | 4.75 | 0.42 |
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