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QISVX: Federated MDT Small Cap Value Inst (MUTUAL FUND)
Basic Info
Asset Class: | SMALL VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/27/2005 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/20/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 09/27/2005 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 39.8 | -11.7 | -3.8 | 9.2 | 7.1 | -32.4 | -7.2 | 13.3 | 0.6 |
Sharpe Ratio | NA | 1.88 | -0.37 | -0.19 | 2.3 | 0.23 | -0.74 | -0.44 | 0.53 | -0.01 |
Draw Down(%) | NA | 10.0 | 60.9 | 60.9 | 8.4 | 32.2 | 51.6 | 16.8 | 16.4 | 8.1 |
Standard Deviation(%) | NA | 21.1 | 34.7 | 29.9 | 15.3 | 30.7 | 45.0 | 23.2 | 19.0 | 18.8 |
Treynor Ratio | NA | 0.52 | -0.14 | -0.06 | 0.44 | 0.09 | -0.35 | -0.09 | 0.08 | 0.0 |
Alpha | NA | -0.05 | -0.09 | -0.05 | -0.06 | -0.06 | -0.01 | 0.01 | -0.04 | -0.02 |
Beta | NA | 0.77 | 0.89 | 0.91 | 0.8 | 0.75 | 0.94 | 1.13 | 1.3 | 1.12 |
RSquared | NA | 0.89 | 0.91 | 0.9 | 0.75 | 0.94 | 0.95 | 0.87 | 0.9 | 0.9 |
Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/2005
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