Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QRLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS R SHARES) | 12.11% | 26.07% | 22.73% | 12.96% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QRLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS R SHARES) | 12/12/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 26.07 | 22.73 | 12.96 | NA | NA | NA | … | … | 12.11 | 18.91 | 21.87 | 12.06 | -5.01 | 27.85 | 5.55 | 20.16 | -7.84 | 0.50 |
| Sharpe Ratio | NA | 2.08 | 1.48 | 0.67 | NA | NA | NA | … | … | 2.24 | 0.98 | 1.67 | 0.61 | -0.30 | 2.04 | 0.14 | 1.62 | -0.60 | 1.33 |
| Standard Deviation(%) | NA | 11.14 | 13.39 | 15.62 | NA | NA | NA | … | … | 12.44 | 16.38 | 10.90 | 13.91 | 21.79 | 13.62 | 36.87 | 11.56 | 15.32 | 7.52 |
| Draw Down(%) | NA | 6.18 | 15.35 | 17.97 | NA | NA | NA | … | … | 6.18 | 14.53 | 7.44 | 11.83 | 17.97 | 5.46 | 38.62 | 6.92 | 18.53 | 0.96 |
| Yield(%) | 0.00 | 6.19 | 9.00 | 9.28 | 6.96 | 4.64 | 3.48 | … | … | 0.08 | 6.58 | 15.55 | 1.61 | 11.79 | 19.61 | 0.95 | 2.61 | 7.99 | 0.25 |
Data as of 06/04/2026, Common starting date is 12/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QRLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS R SHARES) |
3.50%
Jan 2018 – Jan 2021 |
6.47%
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 |
|---|---|---|---|---|
| QRLVX (FEDERATED MDT LARGE CAP VALUE FUND CLASS R SHARES) |
23.39%
May 2023 – May 2026 |
19.37%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart