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FMXSX: FEDERATED MAX-CAP INDEX FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 8.8 0.23(2.55%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 09/23/1993 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 8.69% |
| Expenses | 0.37% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/23/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 8.4 | 25.6 | 21.1 | 6.3 | 9.4 | 10.2 | 8.2 | 8.2 | 17.1 | 24.4 | 25.7 | -29.6 | 10.0 | -4.2 | 30.3 | -4.9 | 21.2 | 14.7 | 0.6 | 12.9 | 32.2 | 15.3 | 1.6 | 14.7 | 25.9 | -36.2 | 4.5 | 15.0 | 4.4 | 10.3 | 27.8 | -22.6 | -12.5 | -9.9 | 20.1 | 27.9 | 32.3 | 22.3 | 18.7 | 0.8 | -0.3 |
| Sharpe Ratio | NA | 1.31 | 1.88 | 1.2 | 0.2 | 0.36 | NA | NA | 0.32 | 0.77 | 1.64 | 1.69 | -1.11 | 0.51 | -0.11 | 2.3 | -0.37 | 3.11 | 0.53 | 0.04 | 1.13 | 2.89 | 1.2 | 0.07 | 0.81 | 0.95 | -0.9 | 0.08 | 1.15 | 0.21 | 0.83 | 1.58 | -0.91 | -0.73 | -0.64 | 0.93 | 1.19 | 1.56 | 1.54 | 0.91 | -0.23 | -0.38 |
| Draw Down(%) | NA | 8.8 | 8.8 | 18.9 | 39.6 | 39.6 | NA | NA | 54.8 | 18.9 | 8.6 | 10.1 | 31.1 | 16.5 | 33.8 | 6.7 | 19.4 | 2.6 | 14.6 | 12.1 | 7.4 | 5.6 | 9.8 | 18.9 | 15.7 | 27.1 | 48.0 | 10.3 | 7.6 | 7.0 | 7.7 | 13.7 | 33.3 | 29.3 | 17.0 | 11.9 | 19.2 | 10.8 | 7.5 | 14.7 | 8.6 | 3.1 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 14.9 | 19.2 | 21.6 | NA | NA | 19.8 | 18.7 | 12.6 | 13.1 | 28.2 | 19.3 | 39.9 | 12.5 | 17.1 | 6.6 | 27.3 | 15.6 | 11.4 | 11.1 | 12.8 | 23.4 | 18.0 | 27.1 | 41.3 | 16.1 | 10.1 | 10.3 | 11.2 | 17.1 | 26.0 | 20.9 | 22.1 | 18.0 | 20.5 | 18.2 | 12.0 | 16.2 | 9.9 | 8.8 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.18 | 0.04 | 0.08 | NA | NA | 0.06 | 0.14 | 0.21 | 0.23 | -0.32 | 0.11 | -0.04 | 0.29 | -0.06 | 0.21 | 0.15 | 0.01 | 0.13 | 0.32 | 0.16 | 0.02 | 0.15 | 0.26 | -0.37 | 0.01 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | -0.05 | -0.04 | -0.08 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | NA | NA | 0.99 | 1.0 | 0.98 | 0.99 | 0.98 | 0.9 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 1.01 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 1.01 | 1.01 | 0.99 | 1.0 | 0.99 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 0.99 | 1.0 | 0.78 | 0.7 | NA | NA | 0.62 | 1.0 | 0.99 | 0.99 | 0.76 | 0.41 | 0.77 | 1.0 | 1.0 | 0.99 | 0.21 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.1 | 8.7 | 14.3 | 6.7 | 10.0 | 11.1 | 6.8 | N/A | 8.8 | 14.2 | 23.9 | 0.8 | 0.8 | 1.2 | 17.6 | 31.4 | 24.5 | 17.4 | 12.9 | 12.3 | 11.5 | 10.5 | 3.3 | 6.6 | 7.4 | 20.2 | 13.7 | 9.3 | 3.4 | 1.4 | 1.3 | 0.9 | 0.7 | 0.7 | 1.8 | 2.2 | 5.5 | 3.7 | 3.1 | 2.3 | 1.2 |
| Dividend Growth(%) | N/A | -98.3 | -31.5 | 1221.4 | -70.2 | -25.1 | 33.7 | N/A | N/A | -31.4 | -39.7 | 2086.3 | 2.8 | -35.5 | -92.6 | -63.2 | 22.8 | 35.2 | 17.1 | 6.4 | 23.9 | 16.5 | 211.6 | -46.5 | 4.4 | -83.5 | 31.6 | 52.3 | 184.9 | 156.1 | 39.6 | 8.5 | 17.1 | -12.1 | -56.0 | 2.6 | -48.2 | 75.0 | 40.9 | 28.4 | 95.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/23/1993
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