Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QABGX (FEDERATED MDT BALANCED FUND CLASS A SHARES) | 5.67% | 15.28% | 15.10% | 5.13% | 7.89% | 7.54% | 5.52% | … | … |
Data as of 06/03/2026, Common starting date is 09/27/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QABGX (FEDERATED MDT BALANCED FUND CLASS A SHARES) | 09/27/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 15.28 | 15.10 | 5.13 | 7.89 | 7.54 | 5.52 | … | … | 5.67 | 13.77 | 16.63 | 13.98 | -18.67 | 6.98 | 11.67 | 18.67 | -3.17 | 13.86 | 6.62 | -2.57 | 8.61 | 21.87 | 11.99 | -0.84 | 8.45 | 17.54 | -28.88 | 2.76 | 4.04 | -5.51 |
| Sharpe Ratio | NA | 1.60 | 1.23 | 0.22 | 0.51 | NA | NA | … | … | 1.22 | 0.92 | 1.48 | 1.18 | -1.19 | 0.55 | 0.49 | 2.35 | -0.40 | 2.64 | 0.75 | -0.26 | 1.06 | 2.72 | 1.33 | -0.05 | 0.62 | 0.92 | -1.13 | -0.03 | 0.06 | -1.23 |
| Standard Deviation(%) | NA | 8.53 | 10.13 | 12.19 | 12.46 | NA | NA | … | … | 10.18 | 11.93 | 8.79 | 8.79 | 16.91 | 12.65 | 23.00 | 7.30 | 11.31 | 5.02 | 8.59 | 9.87 | 8.13 | 8.03 | 9.05 | 16.47 | 13.58 | 18.96 | 26.24 | 13.06 | 9.89 | 18.04 |
| Draw Down(%) | NA | 6.15 | 12.05 | 26.24 | 26.24 | NA | NA | … | … | 6.15 | 12.05 | 4.60 | 8.59 | 19.39 | 11.45 | 25.91 | 3.55 | 13.58 | 1.80 | 8.16 | 8.45 | 6.17 | 5.35 | 7.86 | 16.34 | 11.99 | 20.25 | 40.09 | 8.29 | 7.06 | 8.53 |
| Yield(%) | 0.00 | 8.75 | 8.00 | 4.19 | 4.85 | 4.72 | 3.52 | … | … | 0.00 | 9.11 | 11.37 | 1.60 | 0.41 | 0.63 | 0.35 | 4.70 | 9.09 | 1.50 | 1.71 | 1.45 | 1.20 | 1.14 | 1.54 | 1.36 | 1.52 | 1.85 | 2.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/27/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QABGX (FEDERATED MDT BALANCED FUND CLASS A SHARES) |
-13.62%
Feb 2006 – Feb 2009 |
-3.14%
Sep 2006 – Sep 2011 |
2.55%
Jan 2006 – Jan 2016 |
3.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QABGX (FEDERATED MDT BALANCED FUND CLASS A SHARES) |
15.83%
Feb 2009 – Feb 2012 |
15.04%
Feb 2009 – Feb 2014 |
10.41%
Feb 2009 – Feb 2019 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart