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QCLVX: FEDERATED MDT LARGE CAP VALUE FUND CLASS C SHARES (MUTUAL FUND)
Basic Info 31.25 0.26(0.84%) April 22
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 12/12/2017 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | 0.89% |
Expenses | 1.44% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 8.0 | 20.1 | 8.8 | 10.1 | 9.1 | 11.7 | -5.3 | 27.4 | 5.1 | 19.8 | -8.2 | 0.5 |
Sharpe Ratio | NA | 2.24 | 1.19 | 0.36 | 0.39 | 0.34 | 0.54 | -0.31 | 2.01 | 0.13 | 1.59 | -0.62 | 1.29 |
Draw Down(%) | NA | 5.4 | 10.3 | 18.1 | 38.6 | 38.6 | 11.9 | 18.1 | 5.5 | 38.6 | 7.0 | 18.7 | 1.0 |
Standard Deviation(%) | NA | 9.8 | 12.1 | 16.5 | 21.5 | 20.2 | 13.9 | 21.8 | 13.6 | 36.6 | 11.6 | 15.3 | 7.4 |
Treynor Ratio | NA | 0.31 | 0.17 | 0.07 | 0.09 | 0.08 | 0.08 | -0.08 | 0.34 | 0.05 | 0.21 | -0.11 | 0.09 |
Alpha | NA | 0.05 | 0.0 | 0.01 | 0.0 | -0.01 | -0.04 | 0.05 | 0.02 | -0.05 | -0.02 | -0.02 | -0.01 |
Beta | NA | 0.7 | 0.85 | 0.84 | 0.92 | 0.91 | 0.91 | 0.82 | 0.81 | 1.01 | 0.86 | 0.86 | 1.06 |
RSquared | NA | 0.72 | 0.73 | 0.82 | 0.87 | 0.88 | 0.78 | 0.88 | 0.67 | 0.93 | 0.89 | 0.92 | 0.92 |
Yield(%) | N/A | 0.0 | 1.2 | 9.5 | 7.5 | N/A | 1.3 | 11.4 | 19.2 | 0.6 | 2.1 | 7.5 | 0.2 |
Dividend Growth(%) | N/A | -97.0 | -91.1 | N/A | N/A | N/A | -90.8 | -35.1 | 3356.2 | -68.6 | -76.2 | 3466.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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