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QIACX: FEDERATED MDT ALL CAP CORE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 55.59 0.07(0.13%) June 09
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 01/02/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.74% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 5.3 | 18.8 | 23.9 | 9.3 | 13.3 | 12.7 | 8.7 | 9.5 | 20.2 | 31.1 | 23.5 | -21.8 | 11.3 | 19.0 | 26.9 | -2.6 | 21.1 | 12.4 | -4.2 | 13.3 | 40.5 | 16.5 | -0.3 | 10.3 | 19.4 | -42.8 | 1.3 | 9.3 | 12.3 | 13.9 | 23.3 |
| Sharpe Ratio | NA | 0.74 | 1.36 | 1.33 | 0.34 | 0.59 | NA | NA | 0.4 | 0.89 | 2.08 | 1.43 | -0.83 | 0.53 | 0.52 | 1.99 | -0.23 | 2.58 | 0.8 | -0.27 | 1.07 | 3.4 | 1.21 | -0.01 | 0.53 | 0.67 | -0.93 | -0.09 | 0.45 | 0.81 | 1.12 | 1.55 |
| Draw Down(%) | NA | 8.6 | 8.6 | 19.4 | 34.5 | 36.5 | NA | NA | 62.8 | 19.4 | 7.9 | 10.1 | 23.4 | 18.9 | 36.5 | 7.0 | 20.5 | 3.2 | 13.2 | 13.4 | 9.9 | 5.2 | 11.2 | 25.7 | 17.4 | 29.9 | 56.1 | 12.6 | 11.7 | 9.2 | 7.8 | 10.1 |
| Standard Deviation(%) | NA | 14.4 | 12.8 | 15.6 | 20.0 | 20.0 | NA | NA | 20.7 | 19.6 | 13.2 | 14.0 | 28.2 | 21.2 | 35.7 | 12.8 | 17.4 | 7.9 | 15.3 | 15.8 | 12.4 | 11.9 | 13.7 | 26.3 | 19.0 | 28.8 | 46.7 | 20.4 | 13.1 | 12.4 | 11.5 | 14.6 |
| Treynor Ratio | NA | 0.11 | 0.19 | 0.2 | 0.06 | 0.11 | NA | NA | 0.08 | 0.15 | 0.28 | 0.19 | -0.18 | 0.15 | 0.2 | 0.25 | -0.04 | 0.2 | 0.11 | -0.04 | 0.12 | 0.39 | 0.16 | 0.0 | 0.1 | 0.22 | -0.42 | -0.02 | 0.05 | 0.09 | 0.13 | 0.28 |
| Alpha | NA | -0.04 | -0.01 | 0.02 | -0.01 | 0.01 | NA | NA | 0.0 | 0.01 | 0.05 | 0.05 | -0.08 | -0.02 | 0.06 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 | 0.02 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.01 | -0.06 | 0.02 | -0.01 | 0.0 |
| Beta | NA | 0.93 | 0.92 | 1.06 | 1.1 | 1.02 | NA | NA | 1.01 | 1.15 | 0.98 | 1.04 | 1.28 | 0.76 | 0.95 | 1.03 | 1.06 | 1.02 | 1.09 | 1.0 | 1.1 | 1.04 | 1.04 | 1.08 | 1.02 | 0.88 | 1.04 | 1.09 | 1.25 | 1.11 | 1.02 | 0.82 |
| RSquared | NA | 0.54 | 0.54 | 0.69 | 0.61 | 0.74 | NA | NA | 0.85 | 0.76 | 0.6 | 0.78 | 0.74 | 0.22 | 0.91 | 0.85 | 0.91 | 0.82 | 0.89 | 0.96 | 0.93 | 0.94 | 0.93 | 0.96 | 0.97 | 0.94 | 0.93 | 0.83 | 0.82 | 0.89 | 0.91 | 0.87 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.3 | 10.5 | 1.7 | 0.5 | 0.4 | 0.7 | 4.1 | 7.7 | 0.8 | 1.3 | 1.2 | 0.5 | 1.0 | 0.7 | 0.2 | 0.9 | 1.3 | 0.6 | 0.0 | 0.0 | 6.4 | 8.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -38.7 | 646.6 | 148.6 | 54.0 | -33.8 | -79.5 | -52.4 | 1017.4 | -25.3 | -1.2 | 192.1 | -36.4 | 59.1 | 319.0 | -79.8 | -14.0 | 34.4 | N/A | N/A | -100.0 | -21.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2002
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