QCSCX Performance — Federated Hermes MDT Small Cap Core Fund, Class C
Data updated: 2026-10-09
QCSCX returned +16.88% year to date and +32.24% over one year to Jul 2026. Annualised returns are +16.62% over 3 years and +8.43% over 5 years. The fund beat its US Small Blend category average: $100 invested three years ago grew to $159, against $146 for the category, and to $132 over one year, against $129. Volatility over the past three years was 20.07% a year. In the 12 months to Jul 2026 the fund took in a net $503.8M, and assets reached $2.24B.
QCSCX Growth of $100
What $100 invested in Federated Hermes MDT Small Cap Core Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Small Blend category average over the same months.
| Period | QCSCX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $132 | $129 |
| 3 years (Aug 2023 – Jul 2026) | $159 | $146 |
| 5 years (Aug 2021 – Jul 2026) | $150 | $141 |
| Since data start (Aug 2019 – Jul 2026) | $208 | $204 |
QCSCX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +16.88% |
| 1 year | +32.24% |
| 3 years (annualised) | +16.62% |
| 5 years (annualised) | +8.43% |
QCSCX Annual Returns
Calendar-year total returns of Federated Hermes MDT Small Cap Core Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +16.88% |
| 2025 | +12.94% |
| 2024 | +13.58% |
| 2023 | +19.28% |
| 2022 | −23.98% |
| 2021 | +28.92% |
| 2020 | +15.84% |
| 2019 (Aug–Dec) | +2.47% |
QCSCX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.4% | −0.8% | −5.1% | +13.1% | +3.6% | +5.6% | −4.0% | — | — | — | — | — |
| 2025 | +2.9% | −5.7% | −7.1% | −2.1% | +5.6% | +5.2% | +1.8% | +9.7% | +1.5% | +1.2% | +0.8% | −0.4% |
| 2024 | −1.8% | +4.7% | +2.3% | −6.9% | +4.4% | −1.6% | +10.6% | +0.2% | +1.4% | −1.2% | +9.2% | −6.9% |
| 2023 | +11.2% | −0.9% | −7.4% | −1.9% | −2.5% | +9.5% | +5.5% | −4.6% | −4.3% | −7.2% | +10.5% | +13.0% |
| 2022 | −8.3% | +0.1% | +0.6% | −9.2% | −0.9% | −10.1% | +8.9% | −2.5% | −10.4% | +9.1% | +3.1% | −4.8% |
| 2021 | +1.6% | +7.6% | +1.9% | +3.0% | +2.2% | +1.5% | −1.8% | +5.0% | −1.9% | +6.0% | −1.9% | +2.8% |
| 2020 | −3.6% | −9.4% | −23.6% | +16.1% | +5.2% | +5.3% | +3.2% | +4.3% | −5.2% | +1.5% | +18.6% | +10.1% |
| 2019 | — | — | — | — | — | — | — | −5.4% | +0.6% | +2.3% | +3.2% | +1.9% |
QCSCX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 20.07%
- 3-year Sharpe ratio: 0.60 (vs 4.5% risk-free rate)
- Best month: +13.12% (Apr 2026)
- Worst month: −7.20% (Oct 2023)
QCSCX Fund Flows
Monthly money in and out of Federated Hermes MDT Small Cap Core Fund, from SEC Form N-PORT.
- 12-month net flow: $503.8M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 1.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $96.4M | $80.9M | $15.5M |
| Jun 2026 | $245.2M | $37.7M | $207.5M |
| May 2026 | $56.1M | $32.2M | $23.9M |
| Apr 2026 | $44.8M | $30.5M | $14.4M |
| Mar 2026 | $177.7M | $47.3M | $130.4M |
| Feb 2026 | $46.1M | $60.5M | −$14.4M |
| Jan 2026 | $92.4M | $83.2M | $9.2M |
| Dec 2025 | $171.3M | $44.9M | $126.4M |
| Nov 2025 | $41.0M | $90.1M | −$49.1M |
| Oct 2025 | $86.5M | $38.6M | $47.9M |
| Sep 2025 | $22.0M | $40.0M | −$18.0M |
| Aug 2025 | $56.9M | $46.7M | $10.2M |
QCSCX Assets Under Management
Net assets of Federated Hermes MDT Small Cap Core Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $2.24B |
| 2026-04-30 | $1.89B |
| 2026-01-31 | $1.63B |
| 2025-10-31 | $1.58B |
| 2025-07-31 | $1.36B |
| 2025-04-30 | $1.24B |
| 2025-01-31 | $1.46B |
| 2024-10-31 | $1.37B |
| 2024-07-31 | $1.37B |
| 2024-04-30 | $1.20B |
| 2024-01-31 | $1.19B |
| 2023-10-31 | $925.97M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.