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FISPX: FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.23 0.25(2.64%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (77%) |
| Start Date: | 09/21/1990 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.67% |
| Expenses | 1.12% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/21/1990 |
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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.4 | 25.8 | 21.4 | 6.8 | 9.8 | 10.6 | 8.6 | 9.0 | 17.7 | 24.5 | 26.2 | -29.1 | 10.6 | -3.5 | 30.7 | -4.7 | 21.6 | 15.0 | 0.9 | 13.3 | 32.6 | 15.6 | 2.0 | 14.9 | 26.2 | -35.9 | 4.8 | 15.3 | 4.7 | 10.7 | 28.1 | -22.5 | -12.2 | -9.6 | 20.4 | 28.3 | 32.7 | 22.8 | 18.8 | 1.1 | 6.5 | 1.2 | 28.6 | 7.7 |
| Sharpe Ratio | NA | 1.31 | 1.89 | 1.22 | 0.22 | 0.38 | NA | NA | 0.37 | 0.79 | 1.65 | 1.74 | -1.09 | 0.55 | -0.09 | 2.34 | -0.36 | 3.14 | 0.54 | 0.05 | 1.17 | 2.93 | 1.23 | 0.08 | 0.82 | 0.96 | -0.89 | 0.1 | 1.19 | 0.24 | 0.87 | 1.6 | -0.91 | -0.71 | -0.62 | 0.94 | 1.21 | 1.58 | 1.58 | 0.92 | -0.21 | 0.48 | -0.12 | 1.73 | 1.41 |
| Draw Down(%) | NA | 8.8 | 8.8 | 18.8 | 38.9 | 38.9 | NA | NA | 54.6 | 18.8 | 8.6 | 10.1 | 30.6 | 16.2 | 33.8 | 6.8 | 19.4 | 2.6 | 14.5 | 12.1 | 7.4 | 5.5 | 9.7 | 18.7 | 15.7 | 27.1 | 47.8 | 10.2 | 7.5 | 7.0 | 7.6 | 13.7 | 33.3 | 29.2 | 16.8 | 11.9 | 19.2 | 10.8 | 7.4 | 15.0 | 8.5 | 4.9 | 5.8 | 5.5 | 6.1 |
| Standard Deviation(%) | NA | 14.0 | 12.3 | 14.9 | 19.1 | 21.5 | NA | NA | 19.3 | 18.7 | 12.7 | 13.1 | 28.0 | 19.1 | 39.6 | 12.5 | 17.1 | 6.7 | 27.1 | 15.6 | 11.4 | 11.1 | 12.7 | 23.5 | 18.1 | 27.2 | 41.4 | 16.1 | 10.0 | 10.3 | 11.2 | 17.1 | 26.0 | 20.9 | 22.1 | 18.0 | 20.5 | 18.3 | 12.0 | 16.1 | 9.8 | 9.1 | 10.6 | 14.2 | 18.4 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.04 | 0.08 | NA | NA | 0.07 | 0.15 | 0.21 | 0.23 | -0.31 | 0.12 | -0.04 | 0.29 | -0.06 | 0.21 | 0.15 | 0.01 | 0.13 | 0.33 | 0.16 | 0.02 | 0.15 | 0.26 | -0.36 | 0.02 | 0.12 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.05 | -0.04 | -0.08 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.0 | 1.0 | 0.99 | 0.98 | 0.98 | NA | NA | 0.99 | 1.0 | 0.99 | 0.98 | 0.98 | 0.9 | 0.99 | 1.0 | 1.0 | 1.0 | 0.98 | 1.01 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.01 | 1.01 | 0.98 | 1.0 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 0.79 | 0.71 | NA | NA | 0.6 | 1.0 | 0.99 | 0.99 | 0.78 | 0.42 | 0.77 | 1.0 | 1.0 | 0.99 | 0.21 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | 8.6 | 14.1 | 6.8 | 10.1 | 11.3 | 6.9 | N/A | 8.8 | 14.0 | 23.4 | 1.0 | 1.1 | 1.4 | 17.7 | 31.3 | 24.6 | 17.6 | 13.1 | 12.6 | 11.8 | 10.7 | 3.6 | 6.9 | 7.6 | 20.4 | 14.0 | 9.6 | 3.7 | 1.7 | 1.6 | 0.9 | 1.0 | 1.0 | 2.2 | 2.6 | 5.9 | 4.0 | 3.4 | 2.6 | 2.6 | 2.8 | 3.8 | 2.1 |
| Dividend Growth(%) | N/A | -97.5 | -30.6 | 918.3 | -69.6 | -25.5 | 30.0 | N/A | N/A | -30.4 | -39.0 | 1532.3 | 1.0 | -29.0 | -90.8 | -63.0 | 22.4 | 34.6 | 16.5 | 6.1 | 23.4 | 16.0 | 194.7 | -44.0 | 4.6 | -83.0 | 30.2 | 50.7 | 170.1 | 129.2 | 36.2 | 42.8 | -21.2 | -12.4 | -46.9 | 5.2 | -44.1 | 71.0 | 38.0 | 27.4 | 3.3 | -9.1 | -5.7 | 84.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/1990
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