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FSTKX: Federated MDT Stock Svc (MUTUAL FUND)
Basic Info 27.82 0.04(0.14%) January 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 11/08/1983 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.24% |
| Expenses | 0.99% |
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Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.6 | 6.3 | 23.7 | 16.9 | 10.7 | 12.7 | 10.1 | 11.8 | 10.1 | 7.6 | 6.0 | 20.7 | -7.4 | 14.1 | 15.1 | -5.0 | 14.1 | 39.7 | 19.9 | 2.0 | 9.9 | 19.3 | -31.9 | 1.3 | 17.4 | 5.4 | 10.6 | 29.8 | -18.8 | 0.8 | 3.1 | 6.1 | 17.3 | 34.4 | 21.2 | 35.6 | -0.4 | 12.5 | 11.9 | 29.0 | -5.0 | 13.1 | 12.7 | 1.7 | 17.4 | 30.5 | 14.6 | 31.2 | 25.4 |
| SR | NA | 9.16 | 0.88 | 0.61 | 0.43 | 0.65 | NA | 0.53 | 0.35 | 0.36 | 0.16 | 1.67 | -0.57 | 1.65 | 0.88 | -0.31 | 1.21 | 3.27 | 1.31 | 0.07 | 0.52 | 0.71 | -0.88 | -0.11 | 1.48 | 0.32 | 0.84 | 1.82 | -0.84 | -0.09 | -0.05 | 0.19 | 0.8 | -1.34 | 1.7 | 4.2 | -0.36 | 1.16 | 1.09 | 1.81 | -0.7 | 0.6 | 0.5 | -0.08 | 1.01 | 2.63 | 0.51 | 1.97 | 2.1 |
| DD(%) | NA | 2.5 | 17.8 | 38.6 | 38.6 | 38.6 | NA | 53.0 | 17.8 | 17.9 | 38.6 | 6.9 | 18.4 | 4.7 | 13.2 | 13.5 | 9.5 | 5.6 | 14.3 | 25.2 | 16.6 | 28.1 | 42.8 | 11.4 | 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 |
| SD(%) | NA | 14.3 | 25.3 | 26.9 | 22.5 | 18.5 | NA | 17.7 | 25.2 | 20.7 | 36.6 | 11.6 | 15.3 | 8.2 | 16.8 | 16.0 | 11.6 | 12.1 | 15.3 | 27.2 | 18.9 | 26.9 | 37.2 | 15.7 | 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 |
| TR | NA | 1.33 | 0.21 | 0.16 | 0.1 | 0.12 | NA | 0.1 | 0.08 | 0.08 | 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 | -0.23 | 0.21 | 0.38 | -0.04 | 0.11 | 0.37 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.21 | 0.07 | 0.02 | 0.01 | 0.0 | NA | 0.02 | 0.04 | -0.05 | 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 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.04 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.98 | 1.06 | 1.03 | 1.02 | 1.02 | NA | 0.93 | 1.07 | 0.92 | 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 | 0.98 | 0.92 | 1.05 | 0.92 | 0.84 | 0.8 | 0.91 | 0.83 | 0.87 | 0.9 | 0.85 | 0.84 | 0.87 | 0.91 | 0.26 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.94 | 0.62 | 0.87 | 0.88 | 0.88 | NA | 0.72 | 0.62 | 0.35 | 0.98 | 0.95 | 0.97 | 0.9 | 0.84 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/08/1983
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See LARGE VALUE Asset Class Trend Rankings |
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