Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS B SHARES) | NA | 19.23% | 16.54% | 11.85% | NA | NA | NA | … | … |
Data as of 02/03/2023, Common starting date is 12/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS B SHARES) | 12/12/2017 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 19.23 | 16.54 | 11.85 | NA | NA | NA | … | … | 7.50 | 9.00 | 7.41 | 5.11 | 18.37 | -8.19 | 0.47 |
| Sharpe Ratio | NA | 0.70 | 0.59 | 0.44 | NA | NA | NA | … | … | 7.85 | 0.30 | 0.36 | 0.13 | 1.44 | -0.62 | 1.28 |
| Standard Deviation(%) | NA | 25.21 | 26.90 | 22.53 | NA | NA | NA | … | … | 15.01 | 25.19 | 20.65 | 36.68 | 11.77 | 15.31 | 7.44 |
| Draw Down(%) | NA | 18.09 | 38.66 | 38.66 | NA | NA | NA | … | … | 2.49 | 18.09 | 17.80 | 38.66 | 6.95 | 18.70 | 0.96 |
| Yield(%) | 0.00 | 11.60 | 11.12 | 8.60 | 4.26 | 2.84 | 2.13 | … | … | 0.00 | 11.40 | 19.11 | 0.53 | 2.09 | 7.55 | 0.22 |
Data as of 02/03/2023, Common starting date is 12/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS B SHARES) |
3.10%
Jan 2018 – Jan 2021 |
10.33%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS B SHARES) |
16.93%
Dec 2018 – Dec 2021 |
10.33%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart