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Federated Hermes US Smid Eq F2 GBP DisH (0P00016OJU.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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205.48-0.63 (-0.31%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.88%
5-year average return6.64%
Number of years up7
Number of years down2
Best 1-yr total return (21 Jun 2024)28.22%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return28.22%
Worst 3-yr total return1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016OJU.LCategory
YTD2.96%0.00%
1-month1.39%0.00%
3-month0.11%0.00%
1-year17.52%0.00%
3-year1.91%0.00%
5-year7.97%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016OJU.LCategory
2024
N/AN/A
2023
19.63%N/A
2022
-17.92%N/A
2021
20.57%N/A
2020
5.21%N/A
2019
28.22%N/A
2018
-12.71%N/A
2017
10.11%N/A
2016
18.37%N/A
2015
1.43%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.87%N/AN/AN/A
20234.08%8.36%-4.99%11.64%
2022-7.32%-16.75%-3.63%10.39%
20217.75%5.92%-0.73%6.41%
2020-30.68%16.84%5.27%23.41%
201912.18%5.55%1.06%7.14%
2018-2.34%4.43%4.88%-18.39%
20171.09%1.93%1.07%5.72%
20163.83%1.58%5.48%6.40%
20154.67%0.77%-9.67%6.45%

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-year11.35%
3-year0.10%
5-year6.81%
10-yearN/A