Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMSTX (FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES) | 11.70% | 25.26% | 23.29% | 7.22% | 9.89% | 10.75% | NA | … | … |
Data as of 06/03/2026, Common starting date 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 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 25.26 | 23.29 | 7.22 | 9.89 | 10.75 | NA | … | … | 11.70 | 19.70 | 22.70 | 12.79 | -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 | 2.07 | 1.53 | 0.26 | 0.43 | NA | NA | … | … | 2.30 | 1.03 | 1.75 | 0.66 | -0.66 | 0.42 | 0.16 | 1.68 | -0.57 | 1.66 | 0.87 | -0.31 | 1.23 | 3.29 | 1.33 | 0.09 | 0.58 |
| Standard Deviation(%) | NA | 11.14 | 13.41 | 18.15 | 19.16 | NA | NA | … | … | 12.45 | 16.39 | 10.90 | 13.96 | 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 | 6.13 | 15.14 | 30.03 | 38.59 | NA | NA | … | … | 6.13 | 14.44 | 7.41 | 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 | 6.83 | 9.81 | 4.79 | 6.33 | 8.13 | 7.25 | … | … | 0.26 | 7.29 | 16.31 | 2.28 | 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 06/03/2026, Common starting date 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 |
5.18%
Oct 2013 – Oct 2023 |
9.50%
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 |
11.35%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart