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QISGX vs. QAMNX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

QISGX vs. QAMNX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes MDT Small Cap Growth Fund (QISGX) and Federated Hermes MDT Market Neutral A (QAMNX). The values are adjusted to include any dividend payments, if applicable.

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QISGX vs. QAMNX - Yearly Performance Comparison


2026 (YTD)20252024202320222021
QISGX
Federated Hermes MDT Small Cap Growth Fund
-3.30%17.72%15.63%19.63%-27.94%2.63%
QAMNX
Federated Hermes MDT Market Neutral A
1.36%10.00%17.33%4.71%9.19%12.29%

Returns By Period

In the year-to-date period, QISGX achieves a -3.30% return, which is significantly lower than QAMNX's 1.36% return.


QISGX

1D
4.16%
1M
-5.52%
YTD
-3.30%
6M
-0.83%
1Y
28.16%
3Y*
13.63%
5Y*
4.72%
10Y*
11.53%

QAMNX

1D
-0.05%
1M
-0.05%
YTD
1.36%
6M
5.54%
1Y
7.82%
3Y*
10.36%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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QISGX vs. QAMNX - Expense Ratio Comparison

QISGX has a 0.89% expense ratio, which is lower than QAMNX's 1.86% expense ratio.


Return for Risk

QISGX vs. QAMNX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QISGX
QISGX Risk / Return Rank: 6666
Overall Rank
QISGX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
QISGX Sortino Ratio Rank: 7070
Sortino Ratio Rank
QISGX Omega Ratio Rank: 6666
Omega Ratio Rank
QISGX Calmar Ratio Rank: 7070
Calmar Ratio Rank
QISGX Martin Ratio Rank: 6060
Martin Ratio Rank

QAMNX
QAMNX Risk / Return Rank: 6969
Overall Rank
QAMNX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
QAMNX Sortino Ratio Rank: 7373
Sortino Ratio Rank
QAMNX Omega Ratio Rank: 6969
Omega Ratio Rank
QAMNX Calmar Ratio Rank: 7979
Calmar Ratio Rank
QAMNX Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QISGX vs. QAMNX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Growth Fund (QISGX) and Federated Hermes MDT Market Neutral A (QAMNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


QISGXQAMNXDifference

Sharpe ratio

Return per unit of total volatility

1.27

1.23

+0.04

Sortino ratio

Return per unit of downside risk

1.90

1.90

0.00

Omega ratio

Gain probability vs. loss probability

1.27

1.27

0.00

Calmar ratio

Return relative to maximum drawdown

1.84

1.97

-0.13

Martin ratio

Return relative to average drawdown

6.52

5.71

+0.81

QISGX vs. QAMNX - Sharpe Ratio Comparison

The current QISGX Sharpe Ratio is 1.27, which is comparable to the QAMNX Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of QISGX and QAMNX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


QISGXQAMNXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

1.23

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.47

Sharpe Ratio (All Time)

Calculated using the full available price history

0.35

0.87

-0.51

Correlation

The correlation between QISGX and QAMNX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

QISGX vs. QAMNX - Dividend Comparison

QISGX's dividend yield for the trailing twelve months is around 4.05%, more than QAMNX's 1.51% yield.


TTM20252024202320222021202020192018201720162015
QISGX
Federated Hermes MDT Small Cap Growth Fund
4.05%3.91%0.00%0.05%3.63%29.34%0.45%0.00%7.03%5.09%1.61%18.51%
QAMNX
Federated Hermes MDT Market Neutral A
1.51%1.53%1.85%5.89%11.74%20.80%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

QISGX vs. QAMNX - Drawdown Comparison

The maximum QISGX drawdown since its inception was -60.75%, which is greater than QAMNX's maximum drawdown of -17.97%. Use the drawdown chart below to compare losses from any high point for QISGX and QAMNX.


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Drawdown Indicators


QISGXQAMNXDifference

Max Drawdown

Largest peak-to-trough decline

-60.75%

-17.97%

-42.78%

Max Drawdown (1Y)

Largest decline over 1 year

-13.23%

-4.16%

-9.07%

Max Drawdown (5Y)

Largest decline over 5 years

-38.60%

Max Drawdown (10Y)

Largest decline over 10 years

-45.08%

Current Drawdown

Current decline from peak

-9.62%

-0.42%

-9.20%

Average Drawdown

Average peak-to-trough decline

-13.99%

-5.25%

-8.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.73%

1.44%

+2.29%

Volatility

QISGX vs. QAMNX - Volatility Comparison

Federated Hermes MDT Small Cap Growth Fund (QISGX) has a higher volatility of 8.17% compared to Federated Hermes MDT Market Neutral A (QAMNX) at 1.03%. This indicates that QISGX's price experiences larger fluctuations and is considered to be riskier than QAMNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QISGXQAMNXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.17%

1.03%

+7.14%

Volatility (6M)

Calculated over the trailing 6-month period

16.54%

4.88%

+11.66%

Volatility (1Y)

Calculated over the trailing 1-year period

22.52%

6.38%

+16.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.48%

14.04%

+10.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.65%

14.04%

+10.61%