Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QLSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS R6 SHARES) 19.50% 44.01% 21.58% 8.95% NA NA NA
Data as of 06/04/2026, Common starting date is 07/06/2016
More Performance Analytics Comparison
Name Start Date End Date
QLSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS R6 SHARES) 07/06/2016 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
Annualized Return (%) -0.34 44.01 21.58 8.95 NA NA NA 19.50 14.90 15.62 19.68 -28.30 18.16 29.89 21.48 -6.32 25.18 17.87
Sharpe Ratio NA 2.15 0.87 0.25 NA NA NA 2.33 0.49 0.59 0.79 -0.86 0.75 0.71 1.17 -0.36 1.94 2.38
Standard Deviation(%) NA 20.71 21.96 24.88 NA NA NA 22.32 24.92 20.35 20.57 34.68 24.14 41.40 17.17 21.24 12.72 16.59
Draw Down(%) NA 13.24 27.86 38.61 NA NA NA 13.24 24.74 8.99 19.55 34.85 13.06 42.04 9.68 30.01 5.69 9.60
Yield(%) 0.00 4.56 1.92 6.06 8.01 5.34 4.00 0.00 4.40 0.00 0.07 2.18 26.91 0.58 0.22 6.11 6.03 1.87
Data as of 06/04/2026, Common starting date is 07/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS R6 SHARES) -2.43%
Apr 2021 – Apr 2024
1.73%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QLSGX (FEDERATED MDT SMALL CAP GROWTH FUND CLASS R6 SHARES) 23.08%
Dec 2018 – Dec 2021
19.83%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return