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FMDCX: FEDERATED MID-CAP INDEX FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 16.73 0.33(1.93%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 12/17/1992 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 10.65% |
| Expenses | 0.32% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/17/1992 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 12.2 | 23.4 | 15.2 | 1.1 | 6.0 | 7.4 | 7.0 | 9.0 | 7.1 | 13.3 | 16.4 | -22.3 | 2.1 | -1.9 | 25.4 | -11.5 | 15.4 | 21.4 | -2.8 | 9.2 | 33.3 | 17.4 | -2.3 | 26.3 | 36.9 | -36.3 | 7.4 | 9.7 | 12.0 | 15.9 | 35.0 | -15.3 | -1.3 | 16.7 | 13.9 | 18.1 | 31.1 | 18.3 | 21.7 | -6.0 | 6.4 | 2.4 |
| Sharpe Ratio | NA | 1.91 | 1.42 | 0.73 | -0.06 | 0.19 | NA | NA | 0.34 | 0.2 | 0.61 | 0.74 | -0.85 | 0.08 | -0.05 | 1.67 | -0.8 | 1.53 | 0.98 | -0.19 | 0.71 | 2.52 | 1.14 | -0.08 | 1.25 | 1.14 | -0.86 | 0.26 | 0.46 | 0.78 | 1.11 | 2.1 | -0.66 | -0.17 | 0.46 | 0.65 | 0.68 | 1.66 | 1.24 | 1.45 | -0.8 | 0.4 | 18.57 |
| Draw Down(%) | NA | 8.8 | 8.8 | 24.2 | 39.7 | 42.0 | NA | NA | 55.4 | 22.0 | 8.4 | 14.4 | 24.3 | 24.5 | 42.0 | 8.5 | 23.3 | 5.5 | 11.4 | 12.6 | 10.6 | 7.2 | 11.2 | 26.3 | 17.4 | 27.4 | 53.1 | 11.4 | 12.8 | 8.0 | 10.6 | 13.6 | 32.1 | 26.0 | 13.8 | 13.4 | 27.3 | 9.6 | 11.4 | 10.9 | 11.7 | 6.4 | 0.2 |
| Standard Deviation(%) | NA | 16.9 | 15.4 | 17.9 | 21.8 | 23.0 | NA | NA | 21.1 | 20.9 | 15.8 | 17.4 | 27.9 | 25.5 | 43.1 | 14.3 | 16.2 | 9.7 | 21.6 | 15.0 | 13.0 | 13.2 | 15.3 | 28.7 | 21.0 | 32.3 | 43.3 | 16.3 | 13.8 | 12.5 | 13.4 | 16.3 | 25.0 | 22.8 | 27.3 | 16.2 | 21.4 | 16.4 | 11.7 | 12.2 | 11.3 | 10.5 | 4.9 |
| Treynor Ratio | NA | 0.28 | 0.19 | 0.11 | -0.01 | 0.04 | NA | NA | 0.07 | 0.04 | 0.08 | 0.12 | -0.24 | 0.02 | -0.02 | 0.22 | -0.13 | 0.13 | 0.21 | -0.03 | 0.09 | 0.32 | 0.17 | -0.02 | 0.27 | 0.37 | -0.39 | 0.04 | 0.06 | 0.1 | 0.14 | 0.34 | -0.16 | -0.04 | 0.14 | 0.12 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | -0.01 | -0.02 | -0.02 | NA | NA | 0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.07 | -0.07 | -0.02 | -0.01 | -0.02 | 0.04 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.03 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.13 | 1.17 | 1.16 | 1.06 | 1.06 | NA | NA | 1.0 | 1.14 | 1.19 | 1.09 | 0.98 | 1.03 | 1.08 | 1.07 | 0.97 | 1.17 | 0.99 | 0.96 | 1.01 | 1.03 | 1.01 | 1.05 | 0.96 | 0.99 | 0.96 | 0.97 | 1.09 | 1.01 | 1.04 | 0.99 | 0.99 | 1.0 | 0.9 | 0.9 | 1.01 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.86 | 0.87 | 0.91 | 0.75 | 0.78 | NA | NA | 0.85 | 0.93 | 0.9 | 0.91 | 0.83 | 0.4 | 0.87 | 0.92 | 0.95 | 0.9 | 0.48 | 0.96 | 0.94 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.95 | 0.97 | 1.0 | 0.99 | 0.91 | 0.9 | 0.82 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.2 | 10.6 | 12.5 | 5.3 | 8.0 | 9.0 | 8.0 | N/A | 10.4 | 15.5 | 12.0 | 0.9 | 0.7 | 0.8 | 12.0 | 18.5 | 16.9 | 12.4 | 12.5 | 10.6 | 9.8 | 4.1 | 5.0 | 3.5 | 1.3 | 4.9 | 12.1 | 6.1 | 6.8 | 4.8 | 1.7 | 0.5 | 2.2 | 14.7 | 13.7 | 12.2 | 11.5 | 6.1 | 2.2 | 1.6 | 2.2 | 0.5 |
| Dividend Growth(%) | N/A | -97.9 | -33.8 | 1203.2 | -56.2 | 21.3 | 67.6 | N/A | N/A | -33.8 | 34.6 | 953.5 | 27.8 | -11.9 | -92.8 | -54.2 | 8.0 | 49.2 | -16.4 | 17.7 | 27.5 | 176.1 | -24.1 | 73.2 | 262.4 | -83.7 | -61.9 | 102.5 | -1.4 | 54.0 | 275.2 | 198.8 | -78.5 | -84.9 | 4.7 | 18.7 | 27.6 | 108.8 | 234.7 | 25.0 | -25.0 | 380.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/17/1992
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See MID-CAP BLEND Asset Class Trend Rankings |
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