Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QKBGX (FEDERATED MDT BALANCED FUND CLASS R6 SHARES) | 5.99% | 15.68% | 15.50% | 5.37% | 8.15% | 7.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QKBGX (FEDERATED MDT BALANCED FUND CLASS R6 SHARES) | 12/13/2006 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 15.68 | 15.50 | 5.37 | 8.15 | 7.70 | NA | … | … | 5.99 | 14.08 | 16.99 | 14.28 | -18.39 | 7.28 | 11.78 | 19.07 | -2.98 | 14.15 | 6.51 | -2.78 | 8.32 | 21.56 | 11.45 | -1.29 | 8.25 | 16.87 | -29.22 | 2.91 | -4.71 |
| Sharpe Ratio | NA | 1.64 | 1.27 | 0.24 | 0.53 | NA | NA | … | … | 1.25 | 0.95 | 1.53 | 1.22 | -1.18 | 0.58 | 0.50 | 2.39 | -0.39 | 2.67 | 0.74 | -0.28 | 1.03 | 2.69 | 1.27 | -0.08 | 0.60 | 0.88 | -1.15 | -0.02 | -3.40 |
| Standard Deviation(%) | NA | 8.52 | 10.09 | 12.16 | 12.45 | NA | NA | … | … | 10.19 | 11.86 | 8.75 | 8.78 | 16.92 | 12.61 | 22.99 | 7.37 | 11.31 | 5.07 | 8.50 | 9.89 | 8.10 | 8.01 | 9.05 | 16.36 | 13.55 | 19.03 | 26.22 | 13.03 | 20.76 |
| Draw Down(%) | NA | 6.10 | 11.96 | 26.00 | 26.00 | NA | NA | … | … | 6.10 | 11.96 | 4.55 | 8.52 | 19.17 | 11.38 | 25.99 | 3.54 | 13.51 | 1.79 | 8.16 | 8.51 | 6.18 | 5.36 | 7.88 | 16.54 | 11.85 | 20.25 | 40.24 | 8.34 | 5.06 |
| Yield(%) | 0.00 | 8.98 | 8.34 | 4.45 | 5.14 | 4.92 | 3.37 | … | … | 0.00 | 9.38 | 11.68 | 2.07 | 0.71 | 0.89 | 0.53 | 4.97 | 9.33 | 1.79 | 1.60 | 1.23 | 0.98 | 0.76 | 1.01 | 0.75 | 1.39 | 1.29 | 1.85 | 0.00 | 1.19 |
Data as of 06/04/2026, Common starting date is 12/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QKBGX (FEDERATED MDT BALANCED FUND CLASS R6 SHARES) |
-8.61%
Jun 2007 – Jun 2010 |
-2.58%
May 2007 – May 2012 |
3.06%
May 2007 – May 2017 |
3.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QKBGX (FEDERATED MDT BALANCED FUND CLASS R6 SHARES) |
16.06%
May 2023 – May 2026 |
14.61%
Feb 2009 – Feb 2014 |
10.20%
Feb 2009 – Feb 2019 |
8.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart