Find A Portfolio/Ticker
Comparison Box
QLSGX: FEDERATED MDT SMALL CAP GROWTH FUND CLASS R6 SHARES (MUTUAL FUND)
Basic Info 23.87 0.29(1.20%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 07/06/2016 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 0.05% |
Expenses | 0.89% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/12/2024)
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 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.3 | -1.9 | 8.2 | -2.8 | 6.2 | 4.1 | 19.7 | -28.3 | 18.2 | 29.9 | 21.5 | -6.3 | 25.2 | 17.9 |
Sharpe Ratio | NA | 0.0 | 0.54 | -0.13 | 0.18 | 0.38 | 0.76 | -0.86 | 0.75 | 0.71 | 1.17 | -0.36 | 1.94 | 2.38 |
Draw Down(%) | NA | 5.2 | 19.6 | 38.6 | 42.0 | 44.9 | 19.6 | 34.9 | 13.1 | 42.0 | 9.7 | 30.0 | 5.7 | 9.6 |
Standard Deviation(%) | NA | 20.6 | 19.7 | 26.0 | 29.1 | 25.5 | 20.6 | 34.5 | 24.2 | 41.4 | 17.2 | 21.2 | 12.7 | 16.6 |
Treynor Ratio | NA | 0.0 | 0.08 | -0.03 | 0.04 | 0.08 | 0.12 | -0.24 | 0.12 | 0.27 | 0.16 | -0.07 | 0.17 | 0.27 |
Alpha | NA | -0.11 | -0.06 | -0.03 | -0.02 | -0.01 | -0.04 | -0.01 | -0.06 | 0.03 | -0.05 | 0.0 | -0.02 | 0.04 |
Beta | NA | 1.4 | 1.31 | 1.28 | 1.19 | 1.19 | 1.26 | 1.26 | 1.49 | 1.08 | 1.22 | 1.13 | 1.48 | 1.47 |
RSquared | NA | 0.64 | 0.64 | 0.78 | 0.8 | 0.79 | 0.69 | 0.83 | 0.72 | 0.86 | 0.81 | 0.81 | 0.68 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |