Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBLGX (FEDERATED MDT LARGE CAP GROWTH FUND CLASS B SHARES) | NA | 14.90% | 20.19% | 18.42% | 15.67% | 10.63% | NA | … | … |
Data as of 02/03/2023, Common starting date is 04/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBLGX (FEDERATED MDT LARGE CAP GROWTH FUND CLASS B SHARES) | 04/24/2007 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.30 | 14.90 | 20.19 | 18.42 | 15.67 | 10.63 | NA | … | … | 12.95 | -9.49 | 2.25 | 35.91 | 30.71 | 0.78 | 24.06 | 5.46 | -4.76 | 11.46 | 37.47 | 13.67 | -1.36 | 11.41 | 26.88 | -41.49 | -3.74 |
| Sharpe Ratio | NA | 0.38 | 0.62 | 0.62 | 0.72 | NA | NA | … | … | 14.69 | -0.31 | 0.08 | 0.94 | 2.05 | -0.03 | 2.75 | 0.35 | -0.31 | 0.93 | 3.30 | 0.96 | -0.05 | 0.63 | 1.22 | -1.08 | -0.36 |
| Standard Deviation(%) | NA | 34.58 | 31.36 | 26.72 | 20.96 | NA | NA | … | … | 18.83 | 35.11 | 28.66 | 37.66 | 14.29 | 20.33 | 8.55 | 14.90 | 15.58 | 12.36 | 11.36 | 14.24 | 26.30 | 18.10 | 22.02 | 39.21 | 22.59 |
| Draw Down(%) | NA | 24.79 | 31.74 | 31.74 | 31.74 | NA | NA | … | … | 1.90 | 29.52 | 24.96 | 31.74 | 7.51 | 22.69 | 2.67 | 13.76 | 13.90 | 8.97 | 5.97 | 11.56 | 23.62 | 16.79 | 22.36 | 50.91 | 12.68 |
| Yield(%) | 0.00 | 13.06 | 18.80 | 16.22 | 15.05 | 10.65 | 7.07 | … | … | 0.00 | 11.62 | 26.01 | 11.22 | 7.39 | 10.71 | 9.56 | 0.65 | 10.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/03/2023, Common starting date is 04/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBLGX (FEDERATED MDT LARGE CAP GROWTH FUND CLASS B SHARES) |
-14.03%
Jun 2007 – Jun 2010 |
-4.32%
Oct 2007 – Oct 2012 |
3.81%
May 2007 – May 2017 |
6.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBLGX (FEDERATED MDT LARGE CAP GROWTH FUND CLASS B SHARES) |
31.86%
Dec 2018 – Dec 2021 |
24.00%
Oct 2016 – Oct 2021 |
17.50%
Dec 2011 – Dec 2021 |
10.49%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart