Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QIBGX (FEDERATED MDT BALANCED FUND INSTITUTIONAL SHARES) | 0.99% | 0.70% | 5.25% | 5.23% | 5.00% | 6.71% | 4.99% | 6.02% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QIBGX (FEDERATED MDT BALANCED FUND INSTITUTIONAL SHARES) | 12/13/2002 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/13/2002.
AR inception is since 12/13/2002.
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 0.70 | 5.25 | 5.23 | 5.00 | 6.71 | 4.99 | 6.02 | 0.99 | 7.50 | 14.27 | -18.43 | 7.29 | 11.82 | 19.01 | -2.96 | 14.12 | 6.95 | -2.39 | 8.92 | 22.13 | 12.36 | -0.62 | 9.03 | 17.78 | -28.75 | 2.98 | 4.20 | 8.91 | 12.39 | 21.45 | 0.00 |
| Sharpe Ratio | NA | -0.37 | 0.06 | 0.19 | 0.25 | NA | NA | 0.35 | -0.01 | 0.07 | 1.15 | -1.17 | 0.58 | 0.50 | 2.38 | -0.38 | 2.72 | 0.78 | -0.24 | 1.09 | 2.76 | 1.37 | -0.04 | 0.66 | 0.93 | -1.13 | 0.00 | 0.09 | 0.86 | 1.41 | 2.07 | -0.08 |
| Standard Deviation(%) | NA | 15.29 | 13.45 | 13.45 | 12.90 | NA | NA | 13.21 | 17.23 | 12.51 | 8.80 | 16.97 | 12.63 | 22.98 | 7.39 | 11.32 | 4.98 | 8.59 | 9.91 | 8.19 | 8.02 | 9.08 | 16.46 | 13.55 | 18.96 | 26.14 | 13.11 | 9.93 | 7.83 | 8.13 | 10.02 | 9.73 |
| Draw Down(%) | NA | 18.85 | 18.85 | 25.99 | 25.99 | NA | NA | 45.12 | 12.01 | 11.84 | 8.55 | 19.16 | 11.39 | 25.97 | 3.59 | 13.49 | 1.79 | 8.09 | 8.43 | 6.15 | 5.34 | 7.77 | 16.29 | 11.74 | 20.10 | 40.03 | 8.27 | 6.99 | 5.46 | 7.17 | 7.50 | 1.33 |
| Yield(%) | 0.00 | 1.65 | 1.49 | 1.31 | 2.71 | 3.33 | 2.83 | 3.76 | 0.00 | 1.79 | 2.03 | 0.62 | 0.86 | 0.59 | 4.94 | 9.28 | 1.78 | 1.97 | 1.68 | 1.47 | 1.43 | 1.83 | 1.65 | 2.09 | 2.13 | 2.23 | 0.00 | 0.00 | 8.73 | 10.33 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QIBGX (FEDERATED MDT BALANCED FUND INSTITUTIONAL SHARES) |
-13.45%
Feb 2006 - Feb 2009 |
-4.71%
Feb 2004 - Feb 2009 |
2.81%
Jan 2006 - Jan 2016 |
3.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QIBGX (FEDERATED MDT BALANCED FUND INSTITUTIONAL SHARES) |
16.22%
Feb 2009 - Feb 2012 |
15.40%
Feb 2009 - Feb 2014 |
10.72%
Feb 2009 - Feb 2019 |
8.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart