Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QCBGX (FEDERATED MDT BALANCED FUND CLASS C SHARES) | 2.64% | 10.78% | 12.92% | 3.48% | 6.76% | 6.67% | 4.71% | … | … |
Data as of 06/10/2026, Common starting date is 09/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QCBGX (FEDERATED MDT BALANCED FUND CLASS C SHARES) | 09/27/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.59 | 10.78 | 12.92 | 3.48 | 6.76 | 6.67 | 4.71 | … | … | 2.64 | 12.83 | 15.75 | 13.12 | -19.39 | 5.95 | 10.64 | 17.81 | -3.82 | 12.98 | 5.82 | -3.29 | 7.84 | 20.87 | 11.19 | -1.57 | 7.74 | 16.66 | -29.48 | 2.18 | 3.42 | -5.58 |
| Sharpe Ratio | NA | 1.13 | 1.02 | 0.10 | 0.42 | NA | NA | … | … | 0.60 | 0.84 | 1.38 | 1.09 | -1.23 | 0.46 | 0.45 | 2.22 | -0.46 | 2.47 | 0.65 | -0.34 | 0.98 | 2.59 | 1.25 | -0.10 | 0.56 | 0.87 | -1.16 | -0.07 | 0.00 | -1.26 |
| Standard Deviation(%) | NA | 8.79 | 10.19 | 12.26 | 12.50 | NA | NA | … | … | 10.42 | 11.92 | 8.79 | 8.79 | 16.98 | 12.79 | 22.97 | 7.35 | 11.30 | 5.02 | 8.60 | 9.90 | 7.98 | 8.05 | 9.02 | 16.46 | 13.65 | 18.96 | 26.13 | 13.08 | 9.77 | 17.76 |
| Draw Down(%) | NA | 6.19 | 12.13 | 27.17 | 27.17 | NA | NA | … | … | 6.19 | 12.13 | 4.63 | 8.81 | 20.13 | 11.72 | 26.02 | 3.64 | 13.65 | 1.87 | 8.23 | 8.67 | 6.26 | 5.41 | 7.96 | 16.63 | 12.13 | 20.25 | 40.34 | 8.38 | 7.09 | 8.47 |
| Yield(%) | 0.00 | 8.28 | 7.31 | 3.62 | 4.08 | 3.83 | 2.78 | … | … | 0.00 | 8.65 | 10.82 | 0.76 | 0.00 | 0.00 | 0.00 | 3.92 | 8.14 | 0.70 | 0.92 | 0.64 | 0.40 | 0.30 | 0.65 | 0.58 | 0.74 | 1.03 | 1.27 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCBGX (FEDERATED MDT BALANCED FUND CLASS C SHARES) |
-14.17%
Feb 2006 – Feb 2009 |
-3.78%
Sep 2006 – Sep 2011 |
1.82%
Jan 2006 – Jan 2016 |
2.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QCBGX (FEDERATED MDT BALANCED FUND CLASS C SHARES) |
14.98%
Feb 2009 – Feb 2012 |
14.18%
Feb 2009 – Feb 2014 |
9.59%
Feb 2009 – Feb 2019 |
7.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart