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FSTKX: FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES (MUTUAL FUND)
Basic Info 31.38 0.01(0.03%) April 26
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (98%) |
Start Date: | 06/22/1982 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 1.17% |
Expenses | 0.99% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/08/1983 |
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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 8.8 | 24.7 | 9.3 | 11.1 | 9.3 | 12.8 | 8.6 | 10.5 | 11.4 | -4.6 | 28.4 | 6.1 | 20.7 | -7.5 | 14.0 | 15.2 | -5.1 | 14.2 | 39.7 | 19.9 | 2.2 | 9.9 | 19.3 | -31.9 | 0.8 | 17.2 | 5.5 | 10.6 | 29.8 | -18.8 | 0.8 | 3.1 | 6.1 | 17.2 | 34.5 | 21.2 | 35.5 | -0.5 | 12.5 | 12.0 | 29.1 | -5.1 | 13.2 | 12.7 | 1.7 | 17.4 | 30.5 | 14.6 | 31.2 | 25.4 |
Sharpe Ratio | NA | 2.72 | 1.76 | 0.43 | 0.44 | 0.45 | NA | NA | 0.51 | 0.52 | -0.27 | 2.08 | 0.16 | 1.67 | -0.57 | 1.64 | 0.89 | -0.32 | 1.21 | 3.26 | 1.31 | 0.08 | 0.52 | 0.71 | -0.88 | -0.14 | 1.46 | 0.33 | 0.84 | 1.82 | -0.84 | -0.09 | -0.05 | 0.19 | 0.8 | 1.99 | 1.7 | 4.17 | -0.37 | 1.16 | 1.1 | 1.81 | -0.7 | 0.6 | 0.5 | -0.08 | 1.01 | 2.63 | 0.51 | 1.97 | 2.1 |
Draw Down(%) | NA | 5.4 | 10.1 | 17.8 | 38.6 | 38.6 | NA | NA | 53.2 | 11.8 | 17.8 | 5.4 | 38.6 | 6.9 | 18.5 | 4.7 | 13.2 | 13.5 | 9.5 | 5.6 | 14.2 | 25.2 | 16.6 | 28.1 | 42.8 | 11.8 | 7.9 | 6.7 | 8.0 | 14.2 | 32.8 | 21.7 | 11.9 | 16.7 | 18.5 | 10.3 | 7.6 | 3.3 | 7.9 | 5.0 | 4.3 | 6.8 | 23.5 | 11.3 | 7.3 | 30.3 | 7.7 | 7.3 | 6.4 | 2.9 | 2.6 |
Standard Deviation(%) | NA | 9.7 | 11.9 | 16.5 | 21.5 | 18.1 | NA | NA | 17.4 | 13.9 | 21.8 | 13.6 | 36.6 | 11.6 | 15.3 | 8.2 | 16.9 | 16.1 | 11.6 | 12.1 | 15.3 | 27.2 | 18.9 | 27.0 | 37.2 | 15.8 | 9.6 | 10.0 | 11.5 | 16.0 | 23.6 | 16.8 | 18.4 | 14.9 | 17.4 | 15.5 | 10.3 | 7.6 | 9.3 | 8.9 | 8.7 | 13.9 | 14.6 | 12.4 | 15.9 | 29.7 | 13.0 | 9.6 | 15.2 | 12.7 | 22.3 |
Treynor Ratio | NA | 0.27 | 0.19 | 0.06 | 0.09 | 0.08 | NA | NA | 0.1 | 0.07 | -0.05 | 0.27 | 0.06 | 0.2 | -0.09 | 0.12 | 0.13 | -0.05 | 0.14 | 0.38 | 0.18 | 0.02 | 0.1 | 0.23 | -0.39 | -0.02 | 0.14 | 0.04 | 0.09 | 0.31 | -0.24 | -0.02 | -0.01 | 0.03 | 0.16 | 0.34 | 0.21 | 0.37 | -0.04 | 0.11 | 0.36 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.01 | -0.01 | 0.0 | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | 0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | 0.04 | -0.01 | -0.02 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | -0.01 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.1 | 1.1 | 1.04 | 1.03 | NA | NA | 0.93 | 1.09 | 1.12 | 1.04 | 1.02 | 0.98 | 0.96 | 1.1 | 1.16 | 0.96 | 1.04 | 1.05 | 1.14 | 1.12 | 1.01 | 0.83 | 0.85 | 0.91 | 0.99 | 0.92 | 1.05 | 0.92 | 0.84 | 0.8 | 0.91 | 0.83 | 0.87 | 0.9 | 0.85 | 0.85 | 0.87 | 0.91 | 0.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.86 | 0.91 | 0.92 | 0.96 | 0.94 | NA | NA | 0.73 | 0.89 | 0.93 | 0.95 | 0.98 | 0.95 | 0.97 | 0.9 | 0.83 | 0.86 | 0.94 | 0.92 | 0.9 | 0.97 | 0.96 | 0.94 | 0.98 | 0.96 | 0.95 | 0.95 | 0.95 | 0.97 | 0.96 | 0.92 | 0.88 | 0.88 | 0.93 | 0.95 | 0.88 | 0.78 | 0.87 | 0.74 | 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 | 0.2 | 2.1 | 10.1 | 8.3 | 8.0 | 13.0 | 7.2 | N/A | 2.0 | 12.2 | 20.1 | 1.4 | 3.0 | 8.4 | 10.2 | 5.7 | 8.0 | 8.7 | 15.6 | 8.1 | 13.5 | 0.5 | 2.2 | 1.5 | 18.0 | 14.3 | 21.8 | 2.0 | 3.1 | 1.2 | 0.9 | 8.8 | 7.9 | 12.0 | 23.9 | 14.8 | 10.8 | 4.5 | 5.2 | 11.0 | 10.6 | 6.4 | 12.8 | 4.6 | 4.9 | 10.3 | 4.0 | 4.9 | 4.8 | 5.4 |
Dividend Growth(%) | N/A | -86.8 | -86.1 | 190.5 | -0.3 | -19.4 | -33.7 | 16.2 | N/A | -86.1 | -34.0 | 1384.6 | -46.6 | -69.5 | -15.2 | 101.4 | -39.1 | -2.1 | -33.4 | 116.6 | -47.1 | 2980.0 | -75.0 | 5.3 | -93.4 | 26.9 | -43.5 | 1097.0 | -22.1 | 109.8 | 41.4 | -90.7 | 6.9 | -31.4 | -44.1 | 68.4 | 71.8 | 127.8 | -6.5 | -52.3 | 22.9 | 41.9 | -48.8 | 189.0 | -7.4 | -48.1 | 225.0 | -11.1 | 28.6 | 5.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/08/1983
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