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Federated Hermes US Smid Equity Fund (0P00012GEP.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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208.11+0.31 (+0.15%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.46%
5-year average return6.30%
Number of years up8
Number of years down2
Best 1-yr total return (4 Jul 2024)28.32%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.32%
Worst 3-yr total return1.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00012GEP.LCategory
YTD2.96%0.00%
1-month1.39%0.00%
3-month0.11%0.00%
1-year17.55%0.00%
3-year1.95%0.00%
5-year8.00%0.00%
10-year7.23%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00012GEP.LCategory
2024
N/AN/A
2023
19.66%N/A
2022
-17.84%N/A
2021
20.53%N/A
2020
5.21%N/A
2019
28.32%N/A
2018
-12.78%N/A
2017
10.01%N/A
2016
18.38%N/A
2015
1.06%N/A
2014
6.51%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.87%N/AN/AN/A
20234.08%8.36%-4.98%11.67%
2022-7.25%-16.75%-3.64%10.42%
20217.71%5.93%-0.73%6.41%
2020-30.67%16.83%5.24%23.41%
201912.19%5.55%1.09%7.20%
2018-2.43%4.44%4.89%-18.39%
20171.09%1.88%1.06%5.70%
20163.82%1.85%5.40%6.21%
20154.57%0.61%-9.71%6.39%
2014-0.55%4.66%-2.53%4.98%

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year11.38%
3-year0.14%
5-year6.85%
10-year6.65%