Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMSTX (FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES) | 12.77% | 8.11% | 8.49% | 7.93% | 6.52% | 9.90% | NA | 9.81% |
Data as of 07/25/2025, AR inception is 02/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSTX (FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES) | 02/01/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 8.11 | 8.49 | 7.93 | 6.52 | 9.90 | NA | 9.81 | 12.77 | 8.06 | 12.09 | -15.36 | 8.70 | 6.29 | 20.94 | -7.26 | 14.30 | 14.99 | -4.91 | 14.40 | 39.99 | 20.17 | 2.44 | 10.21 |
| Sharpe Ratio | NA | 0.23 | 0.26 | 0.30 | 0.25 | NA | NA | 0.45 | 1.05 | 0.09 | 0.57 | -0.65 | 0.42 | 0.16 | 1.69 | -0.56 | 1.67 | 0.87 | -0.31 | 1.23 | 3.29 | 1.33 | 0.09 | 0.58 |
| Standard Deviation(%) | NA | 21.55 | 19.37 | 19.57 | 20.11 | NA | NA | 19.22 | 19.90 | 17.10 | 13.97 | 25.66 | 20.67 | 36.88 | 11.56 | 15.35 | 8.23 | 16.92 | 16.06 | 11.66 | 12.14 | 15.26 | 27.24 | 19.05 |
| Draw Down(%) | NA | 25.27 | 25.27 | 30.03 | 38.59 | NA | NA | 38.59 | 14.44 | 18.45 | 11.75 | 18.18 | 17.64 | 38.59 | 6.88 | 18.42 | 4.63 | 13.21 | 13.43 | 9.53 | 5.63 | 14.20 | 25.20 | 16.59 |
| Yield(%) | 0.00 | 1.18 | 1.42 | 1.61 | 4.20 | 7.59 | 5.62 | 7.49 | 0.55 | 1.31 | 1.61 | 1.30 | 1.43 | 1.56 | 3.31 | 8.66 | 10.48 | 5.47 | 8.27 | 9.00 | 15.87 | 8.25 | 13.77 | 0.49 |
Data as of 07/25/2025, AR inception is 02/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSTX (FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES) |
-2.52%
Mar 2017 - Mar 2020 |
0.64%
Mar 2015 - Mar 2020 |
5.12%
Apr 2015 - Apr 2025 |
8.53%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSTX (FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES) |
28.70%
Sep 2011 - Sep 2014 |
19.11%
Jun 2010 - Jun 2015 |
14.43%
Sep 2011 - Sep 2021 |
10.21%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart