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FGSAX: FEDERATED MDT MID-CAP GROWTH FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 50.11 0.07(0.14%) May 10
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (42%) |
Start Date: | 09/20/1984 |
Last Dividend Date: | 12/06/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.85% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 10.9 | 31.3 | 8.2 | 13.1 | 12.3 | 13.4 | 10.3 | 9.5 | 27.0 | -24.6 | 22.4 | 35.5 | 28.0 | -3.2 | 24.4 | 10.0 | -4.9 | 13.8 | 40.5 | 6.7 | -3.6 | 18.9 | 30.9 | -42.8 | 18.0 | 8.7 | 12.8 | 15.2 | 40.3 | -26.8 | -22.6 | -19.3 | 70.7 | 16.3 | 27.6 | 23.2 | 12.2 | -14.8 | 4.5 | 7.8 | 29.4 | -10.8 | 20.2 | 22.8 | -6.6 | 18.1 | 33.8 | 2.9 |
Sharpe Ratio | NA | 2.07 | 1.88 | 0.25 | 0.44 | 0.52 | NA | NA | 0.35 | 1.39 | -0.78 | 1.14 | 0.93 | 1.75 | -0.23 | 2.44 | 0.55 | -0.31 | 1.02 | 3.26 | 0.39 | -0.13 | 0.85 | 1.09 | -1.05 | 0.85 | 0.35 | 0.77 | 0.97 | 2.07 | -1.08 | -0.99 | -0.59 | 2.82 | 0.48 | 1.19 | 1.38 | 0.36 | -1.61 | 0.24 | 0.54 | 2.08 | -1.0 | 1.15 | 1.11 | -0.34 | 0.95 | 2.78 | 0.5 |
Draw Down(%) | NA | 6.6 | 13.1 | 35.8 | 37.2 | 37.2 | NA | NA | 66.2 | 13.1 | 32.1 | 13.1 | 37.2 | 7.6 | 24.3 | 4.0 | 14.7 | 12.7 | 10.5 | 6.2 | 16.2 | 25.4 | 17.6 | 21.8 | 54.3 | 12.2 | 17.4 | 9.4 | 14.3 | 12.4 | 34.2 | 36.7 | 39.1 | 11.1 | 36.0 | 14.2 | 14.5 | 21.7 | 19.9 | 7.5 | 9.7 | 8.4 | 24.6 | 15.2 | 11.4 | 38.0 | 10.0 | 10.4 | 3.5 |
Standard Deviation(%) | NA | 14.3 | 14.6 | 23.6 | 26.2 | 21.6 | NA | NA | 21.4 | 16.6 | 33.4 | 19.7 | 37.8 | 15.2 | 19.8 | 9.8 | 17.7 | 16.0 | 13.4 | 12.4 | 17.0 | 28.1 | 22.1 | 28.2 | 41.6 | 17.8 | 15.5 | 13.9 | 14.7 | 19.1 | 25.9 | 25.5 | 39.4 | 24.0 | 27.1 | 20.1 | 14.1 | 23.4 | 11.0 | 10.1 | 9.9 | 12.3 | 16.0 | 12.6 | 16.3 | 31.3 | 14.6 | 10.3 | 9.4 |
Treynor Ratio | NA | 0.32 | 0.29 | 0.06 | 0.11 | 0.11 | NA | NA | 0.08 | 0.24 | -0.26 | 0.21 | 0.35 | 0.25 | -0.04 | 0.22 | 0.09 | -0.05 | 0.14 | 0.45 | 0.07 | -0.04 | 0.19 | 0.33 | -0.5 | 0.15 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.06 | 0.03 | 0.02 | 0.01 | 0.01 | NA | NA | 0.03 | 0.01 | 0.03 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.03 | -0.03 | 0.0 | -0.03 | -0.03 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.93 | 0.94 | 1.0 | 1.01 | 1.01 | NA | NA | 0.97 | 0.95 | 1.0 | 1.05 | 1.02 | 1.05 | 1.07 | 1.11 | 1.05 | 0.98 | 0.96 | 0.9 | 1.02 | 0.97 | 0.98 | 0.93 | 0.88 | 1.01 | 0.98 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.86 | 0.91 | 0.93 | 0.92 | 0.92 | NA | NA | 0.49 | 0.93 | 0.93 | 0.95 | 0.91 | 0.93 | 0.96 | 0.86 | 0.89 | 0.93 | 0.95 | 0.94 | 0.95 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 0.17 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | 0.0 | 8.6 | 9.8 | 10.0 | 14.0 | 11.0 | N/A | 0.0 | 1.7 | 25.2 | 8.8 | 9.6 | 12.2 | 15.1 | 1.0 | 19.4 | 15.3 | 16.3 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 11.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1 | 15.1 | 0.0 | 26.4 | 12.8 | 0.9 | 1.1 | 0.8 | 1.3 | 3.2 | 4.0 | 3.5 | 2.0 | 1.5 | 2.0 | 2.8 | 1.4 |
Dividend Growth(%) | N/A | N/A | -100.0 | 14.1 | -22.5 | 342.8 | N/A | N/A | N/A | -100.0 | -93.4 | 251.8 | 9.6 | -33.6 | -11.8 | 1618.8 | -96.2 | 25.3 | 11.8 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -37.9 | N/A | -100.0 | 125.8 | 1564.7 | -37.0 | 42.1 | -34.5 | -46.3 | -32.5 | 33.3 | 106.9 | 26.1 | -11.5 | -7.1 | 100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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