Federated Hermes Max Cap Index Fund (FISPX)
The fund invests its assets primarily in common stocks included in the Standard & Poor's 500 Index. It may invest in derivative contracts (such as, for example, futures contracts), to implement its investment strategies.
Fund Info
US31420E1064
31420E106
Jul 11, 1990
$1,000,000
Large-Cap
Blend
Expense Ratio
FISPX has an expense ratio of 0.37%, placing it in the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Federated Hermes Max Cap Index Fund (FISPX) returned -3.46% year-to-date (YTD) and -1.44% over the past 12 months. Over the past 10 years, FISPX returned -6.16% annually, underperforming the S&P 500 benchmark at 10.46%.
FISPX
-3.46%
7.55%
-14.67%
-1.44%
-1.50%
-6.16%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of FISPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.81% | -1.37% | -5.67% | -0.80% | 1.75% | -3.46% | |||||||
| 2024 | 1.70% | 5.28% | 3.16% | -4.24% | 4.96% | 3.55% | 1.11% | 2.45% | 2.14% | -0.82% | 5.79% | -12.21% | 12.04% |
| 2023 | 6.20% | -2.44% | 3.57% | 1.62% | 0.40% | 6.61% | 3.23% | -1.69% | -4.76% | -2.06% | 9.09% | -14.23% | 3.37% |
| 2022 | -5.15% | -2.98% | 3.55% | -8.71% | 0.23% | -8.39% | 9.15% | -4.07% | -9.16% | 8.04% | 5.46% | -18.10% | -29.10% |
| 2021 | -0.88% | 2.68% | 4.36% | 5.32% | 0.69% | 2.16% | 2.32% | 3.02% | -4.70% | 6.94% | -0.63% | -9.95% | 10.59% |
| 2020 | -0.11% | -8.20% | -12.33% | 12.88% | 4.66% | 1.99% | 5.58% | 7.15% | -3.85% | -2.72% | 11.00% | -15.14% | -3.45% |
| 2019 | 8.14% | 3.16% | 1.74% | 4.17% | -6.50% | 6.96% | 1.40% | -1.68% | 1.93% | 2.08% | 3.49% | -10.33% | 13.82% |
| 2018 | 5.60% | -3.68% | -2.59% | 0.39% | 2.43% | 0.49% | 3.75% | 3.24% | 0.52% | -6.70% | 1.99% | -35.97% | -32.83% |
| 2017 | 1.87% | 3.90% | 0.14% | 0.99% | 1.34% | 0.68% | 2.07% | 0.34% | 2.01% | 2.39% | 2.98% | -18.62% | -2.09% |
| 2016 | -5.01% | -0.15% | 6.79% | 0.42% | 1.81% | 0.18% | 3.70% | 0.13% | -0.03% | -1.86% | 3.78% | -12.63% | -4.17% |
| 2015 | -3.10% | 5.76% | -1.62% | 0.99% | 1.22% | -1.93% | 2.04% | -6.06% | -2.50% | 8.44% | 0.31% | -12.85% | -10.44% |
| 2014 | -3.44% | 4.53% | 0.88% | 0.68% | 2.27% | 2.02% | -1.41% | 4.00% | -1.42% | 2.40% | 2.63% | -9.81% | 2.46% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FISPX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Federated Hermes Max Cap Index Fund (FISPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Federated Hermes Max Cap Index Fund provided a 1.10% dividend yield over the last twelve months, with an annual payout of $0.08 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.08 | $0.08 | $0.10 | $0.10 | $0.10 | $0.14 | $0.13 | $0.20 | $0.23 | $0.26 | $0.28 | $0.27 |
Dividend yield | 1.10% | 1.06% | 1.39% | 1.43% | 0.99% | 1.53% | 1.41% | 2.32% | 1.77% | 1.98% | 1.96% | 1.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Federated Hermes Max Cap Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | |||||||
| 2024 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.08 |
| 2023 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.10 |
| 2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.13 |
| 2018 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.20 |
| 2017 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.23 |
| 2016 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.28 |
| 2014 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.27 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Federated Hermes Max Cap Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Federated Hermes Max Cap Index Fund was 72.44%, occurring on Mar 9, 2009. The portfolio has not yet recovered.
The current Federated Hermes Max Cap Index Fund drawdown is 65.16%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.44% | Oct 10, 2007 | 354 | Mar 9, 2009 | — | — | — |
| -48.1% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1166 | Jun 1, 2007 | 1800 |
| -19.21% | Jul 20, 1998 | 31 | Aug 31, 1998 | 64 | Nov 27, 1998 | 95 |
| -15.99% | Dec 7, 1995 | 25 | Jan 10, 1996 | 192 | Oct 4, 1996 | 217 |
| -11.89% | Jul 19, 1999 | 65 | Oct 15, 1999 | 22 | Nov 16, 1999 | 87 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...