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QIBGX: FEDERATED MDT BALANCED FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 22.94 0.06(0.26%) July 14
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 12/13/2002 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 1.59% |
| Expenses | 1.05% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/13/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 7.8 | 3.8 | 8.3 | 4.9 | 5.8 | 7.5 | 5.1 | 6.2 | 7.5 | 14.3 | -18.4 | 7.3 | 11.8 | 19.0 | -3.0 | 14.1 | 6.9 | -2.4 | 8.9 | 22.1 | 12.4 | -0.6 | 9.0 | 17.8 | -28.8 | 3.0 | 4.2 | 8.9 | 12.4 | 21.4 | 0.0 |
| Sharpe Ratio | NA | 0.79 | 0.02 | 0.4 | 0.2 | 0.34 | NA | NA | 0.38 | 0.07 | 1.15 | -1.17 | 0.58 | 0.5 | 2.38 | -0.38 | 2.72 | 0.78 | -0.24 | 1.09 | 2.76 | 1.37 | -0.04 | 0.66 | 0.93 | -1.13 | 0.0 | 0.09 | 0.86 | 1.41 | 2.07 | -0.08 |
| Draw Down(%) | NA | 12.0 | 18.8 | 18.8 | 26.0 | 26.0 | NA | NA | 45.1 | 11.8 | 8.5 | 19.2 | 11.4 | 26.0 | 3.6 | 13.5 | 1.8 | 8.1 | 8.4 | 6.2 | 5.3 | 7.8 | 16.3 | 11.7 | 20.1 | 40.0 | 8.3 | 7.0 | 5.5 | 7.2 | 7.5 | 1.3 |
| Standard Deviation(%) | NA | 14.9 | 15.5 | 12.9 | 13.2 | 12.9 | NA | NA | 13.2 | 12.5 | 8.8 | 17.0 | 12.6 | 23.0 | 7.4 | 11.3 | 5.0 | 8.6 | 9.9 | 8.2 | 8.0 | 9.1 | 16.5 | 13.6 | 19.0 | 26.1 | 13.1 | 9.9 | 7.8 | 8.1 | 10.0 | 9.7 |
| Treynor Ratio | NA | 0.12 | 0.0 | 0.05 | 0.03 | 0.04 | NA | NA | 0.05 | 0.01 | 0.11 | -0.2 | 0.08 | 0.11 | 0.17 | -0.04 | 0.12 | 0.06 | -0.02 | 0.08 | 0.19 | 0.1 | -0.01 | 0.07 | 0.16 | -0.27 | 0.0 | 0.01 | 0.06 | 0.11 | 0.21 | -0.01 |
| Alpha | NA | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | -0.03 | -0.02 | -0.02 | -0.01 | -0.03 | 0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 1.02 | 1.05 | 1.0 | 1.0 | 1.05 | NA | NA | 1.1 | 0.93 | 0.88 | 0.99 | 0.95 | 1.08 | 1.01 | 1.14 | 1.17 | 1.05 | 1.12 | 1.17 | 1.15 | 1.19 | 1.19 | 1.26 | 1.13 | 1.09 | 1.32 | 1.11 | 1.14 | 1.07 | 1.0 | 1.01 |
| RSquared | NA | 0.97 | 0.71 | 0.79 | 0.75 | 0.85 | NA | NA | 0.89 | 0.49 | 0.9 | 0.88 | 0.42 | 0.96 | 0.95 | 0.97 | 0.88 | 0.91 | 0.96 | 0.91 | 0.96 | 0.93 | 0.96 | 0.97 | 0.97 | 0.96 | 0.86 | 0.56 | 0.9 | 0.85 | 0.87 | 0.89 |
| Yield(%) | N/A | 0.0 | 1.6 | 1.6 | 1.2 | 2.7 | 3.5 | 2.7 | N/A | 1.8 | 2.0 | 0.6 | 0.9 | 0.6 | 4.9 | 9.3 | 1.8 | 2.0 | 1.7 | 1.5 | 1.4 | 1.8 | 1.7 | 2.1 | 2.1 | 2.2 | 0.0 | 0.0 | 8.7 | 10.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -2.2 | -21.9 | -66.5 | 71.7 | N/A | N/A | N/A | -2.2 | 167.2 | -23.0 | 58.9 | -86.2 | -53.4 | 486.2 | -4.2 | 11.5 | 24.1 | 21.7 | -12.8 | 7.1 | -15.8 | 13.6 | -32.7 | N/A | N/A | -100.0 | -14.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2002
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