Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QBSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS B SHARES) | NA | 25.59% | 16.65% | 16.02% | NA | NA | NA | … | … |
Data as of 02/02/2018, Common starting date is 03/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QBSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS B SHARES) | 03/18/2008 | 02/02/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.31 | 25.59 | 16.65 | 16.02 | NA | NA | NA | … | … | 3.65 | 23.82 | 19.17 | 2.51 | 0.62 | 40.99 | 16.22 | 0.56 | 28.20 | 8.98 | -33.39 |
| Sharpe Ratio | NA | 1.96 | 0.92 | 0.91 | NA | NA | NA | … | … | 3.26 | 1.83 | 0.89 | 0.13 | 0.04 | 2.78 | 0.90 | 0.02 | 1.12 | 0.31 | -0.93 |
| Standard Deviation(%) | NA | 12.71 | 17.75 | 17.13 | NA | NA | NA | … | … | 14.45 | 12.74 | 21.19 | 18.85 | 16.67 | 14.75 | 18.04 | 34.62 | 25.14 | 28.47 | 43.99 |
| Draw Down(%) | NA | 5.73 | 25.81 | 25.81 | NA | NA | NA | … | … | 3.31 | 5.73 | 18.67 | 14.81 | 13.07 | 6.18 | 15.03 | 32.13 | 20.29 | 28.26 | 50.80 |
| Yield(%) | 0.00 | 6.58 | 8.74 | 6.94 | 3.99 | 2.66 | 2.00 | … | … | 0.00 | 6.69 | 2.14 | 17.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/02/2018, Common starting date is 03/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS B SHARES) |
-3.22%
Sep 2008 – Sep 2011 |
3.15%
Apr 2008 – Apr 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QBSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS B SHARES) |
25.99%
Feb 2009 – Feb 2012 |
23.41%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart