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FMCRX: FEDERATED MID-CAP INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 16.69 0.33(1.94%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 01/13/2012 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 10.93% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 12.3 | 23.7 | 15.9 | 1.4 | 6.2 | 8.4 | 7.4 | 13.6 | 16.7 | -22.1 | 2.3 | -1.6 | 25.7 | -11.3 | 15.8 | 21.2 | -2.6 | 9.5 | 33.5 | 14.0 |
| Sharpe Ratio | NA | 1.69 | 1.35 | 0.71 | -0.05 | 0.2 | 0.35 | 0.22 | 0.63 | 0.76 | -0.85 | 0.09 | -0.04 | 1.69 | -0.79 | 1.57 | 0.97 | -0.17 | 0.73 | 2.53 | 0.95 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.1 | 39.4 | 42.0 | 42.0 | 21.9 | 8.3 | 14.4 | 24.1 | 24.5 | 42.0 | 8.5 | 23.3 | 5.5 | 11.4 | 12.5 | 10.6 | 7.2 | 11.1 |
| Standard Deviation(%) | NA | 16.9 | 15.6 | 17.8 | 21.8 | 23.0 | 20.8 | 20.9 | 15.8 | 17.4 | 27.9 | 25.5 | 43.2 | 14.3 | 16.2 | 9.6 | 21.6 | 15.0 | 13.0 | 13.2 | 15.4 |
| Treynor Ratio | NA | 0.26 | 0.18 | 0.11 | -0.01 | 0.04 | 0.07 | 0.04 | 0.08 | 0.12 | -0.24 | 0.02 | -0.02 | 0.23 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.15 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.07 | -0.07 | -0.02 | -0.01 | -0.02 | 0.04 | 0.0 | -0.01 | -0.01 | 0.01 |
| Beta | NA | 1.12 | 1.16 | 1.15 | 1.06 | 1.06 | 1.05 | 1.14 | 1.19 | 1.09 | 0.98 | 1.03 | 1.08 | 1.07 | 0.97 | 1.16 | 0.99 | 0.96 | 1.01 | 1.03 | 1.0 |
| RSquared | NA | 0.86 | 0.87 | 0.91 | 0.75 | 0.78 | 0.81 | 0.93 | 0.9 | 0.91 | 0.83 | 0.39 | 0.86 | 0.91 | 0.95 | 0.9 | 0.48 | 0.96 | 0.94 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | 10.6 | 15.8 | 12.2 | 1.1 | 1.0 | 1.0 | 12.3 | 18.8 | 17.2 | 12.3 | 12.8 | 10.9 | 10.0 | 4.3 |
| Dividend Growth(%) | N/A | -97.4 | N/A | N/A | N/A | N/A | N/A | -33.4 | 34.0 | 767.3 | 12.2 | -4.1 | -90.9 | -53.8 | 7.6 | 53.7 | -19.1 | 17.2 | 27.2 | 165.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2012
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See MID-CAP BLEND Asset Class Trend Rankings |
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