TANDX vs. QKACX
TANDX (Castle Tandem Fund) and QKACX (Federated Hermes MDT All Cap Core Fund Class R6) are both Large Cap Blend Equities funds. Over the past 5 years, TANDX returned 2.31%/yr vs 14.89%/yr for QKACX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. TANDX charges 1.59%/yr vs 0.73%/yr for QKACX.
Performance
TANDX vs. QKACX - Performance Comparison
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Returns By Period
In the year-to-date period, TANDX achieves a -6.75% return, which is significantly lower than QKACX's 8.33% return.
TANDX
- 1D
- -0.76%
- 1M
- 3.12%
- 6M
- -5.57%
- YTD
- -6.75%
- 1Y
- -7.42%
- 3Y*
- 1.92%
- 5Y*
- 2.31%
- 10Y*
- —
- ALL TIME*
- 6.41%
QKACX
- 1D
- 1.49%
- 1M
- 0.83%
- 6M
- 8.35%
- YTD
- 8.33%
- 1Y
- 16.33%
- 3Y*
- 22.32%
- 5Y*
- 14.89%
- 10Y*
- 16.60%
- ALL TIME*
- 10.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
TANDX Castle Tandem Fund | $0.00 | $0.00 | $0.00 |
TANDX vs. QKACX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TANDX Castle Tandem Fund | -6.75% | 3.67% | 7.66% | 8.42% | -7.87% | 19.03% | 13.39% | 12.57% |
QKACX Federated Hermes MDT All Cap Core Fund Class R6 | 8.33% | 21.16% | 31.05% | 23.55% | -14.17% | 31.45% | 22.00% | 9.04% |
Correlation
The correlation between TANDX and QKACX is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.35 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.58 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2019 | 0.66 |
Over the past year, the correlation between TANDX and QKACX has dropped to 0.11 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
TANDX vs. QKACX — Risk / Return Rank
TANDX
QKACX
TANDX vs. QKACX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Castle Tandem Fund (TANDX) and Federated Hermes MDT All Cap Core Fund Class R6 (QKACX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TANDX | QKACX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.05 | ||
| Sortino ratioReturn per unit of downside risk | -2.93 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.25 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.86 | -2.36 |
| Martin ratioReturn relative to average drawdown | -0.96 | 8.02 | -8.99 |
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Drawdowns
TANDX vs. QKACX - Drawdown Comparison
The maximum TANDX drawdown since its inception was -93.98%, which is greater than QKACX's maximum drawdown of -60.51%. Use the drawdown chart below to compare losses from any high point for TANDX and QKACX.
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Drawdown Indicators
| TANDX | QKACX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.98% | -60.51% | -33.47% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -8.66% | -8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -93.98% | -19.42% | -74.56% |
Max Drawdown (5Y)Largest decline over 5 years | -93.98% | -23.05% | -70.93% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.47% | — |
Current DrawdownCurrent decline from peak | -93.48% | -0.21% | -93.27% |
Average DrawdownAverage peak-to-trough decline | -21.84% | -11.12% | -10.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.79% | 2.00% | +6.79% |
Volatility
TANDX vs. QKACX - Volatility Comparison
Castle Tandem Fund (TANDX) has a higher volatility of 4.71% compared to Federated Hermes MDT All Cap Core Fund Class R6 (QKACX) at 3.11%. This indicates that TANDX's price experiences larger fluctuations and is considered to be riskier than QKACX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TANDX | QKACX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 3.11% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 8.74% | 10.05% | -1.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.68% | 12.78% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 596.04% | 17.43% | +578.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 491.15% | 18.64% | +472.51% |
TANDX vs. QKACX - Expense Ratio Comparison
TANDX has a 1.59% expense ratio, which is higher than QKACX's 0.73% expense ratio.
Dividends
TANDX vs. QKACX - Dividend Comparison
TANDX's dividend yield for the trailing twelve months is around 6.62%, more than QKACX's 4.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QKACX Federated Hermes MDT All Cap Core Fund Class R6 | 4.36% | 4.72% | 8.90% | 1.45% | 11.20% | 17.85% | 3.09% | 3.41% | 8.83% | 0.74% | 0.00% | 0.52% |
TANDX Castle Tandem Fund | 6.62% | 6.17% | 3.71% | 2.10% | 1.48% | 4.57% | 0.33% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TANDX and QKACX have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TANDX has higher volatility (4.71%) compared to QKACX (3.11%). In terms of maximum drawdown, TANDX dropped -93.98% vs QKACX's -60.51%.
QKACX currently has the higher Sharpe Ratio (1.26 vs -0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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