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Federated MDT Mid Cap Growth A (FGSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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50.33+0.09 (+0.18%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.37%
5-year average return12.93%
Number of years up28
Number of years down11
Best 1-yr total return (24 Jun 2024)40.14%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return40.14%
Worst 3-yr total return5.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFGSAXCategory
YTD9.25%10.80%
1-month1.92%4.43%
3-month-1.16%7.00%
1-year29.48%48.17%
3-year6.71%21.26%
5-year13.83%20.18%
10-year11.83%14.07%
Last bull market35.83%27.14%
Last bear market-20.70%-21.26%

Annual total return (%) history

Year
FGSAXCategory
2024
N/AN/A
2023
27.05%N/A
2022
-24.57%N/A
2021
22.53%N/A
2020
35.40%39.26%
2019
27.95%32.52%
2018
-3.26%-6.65%
2017
24.42%23.91%
2016
9.97%6.03%
2015
-4.98%-0.95%
2014
13.65%7.00%
2013
40.14%34.93%
2012
6.69%14.07%
2011
-3.59%-3.96%
2010
18.89%24.61%
2009
30.87%39.11%
2008
-42.75%-43.77%
2007
18.04%15.09%
2006
8.70%9.00%
2005
12.82%9.84%
2004
15.19%13.23%
2003
40.33%35.96%
2002
-26.85%-27.24%
2001
-22.57%-19.98%
2000
-19.38%-4.78%
1999
70.71%60.49%
1998
16.34%18.76%
1997
27.06%17.98%
1996
23.33%18.11%
1995
40.02%34.57%
1994
-11.87%-1.85%
1993
6.62%13.88%
1992
8.59%7.07%
1991
35.08%49.71%
1990
-4.90%-5.37%
1989
29.24%29.88%
1988
28.75%13.53%
1987
-3.10%1.89%
1986
24.03%14.39%
1985
34.67%30.69%
1984
N/A-6.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.26%N/AN/AN/A
20239.64%5.41%-3.62%14.06%
2022-10.45%-20.70%-1.72%8.08%
20210.14%11.65%3.63%5.75%
2020-21.26%32.90%8.46%19.30%
201918.99%5.49%-2.26%4.30%
20185.73%1.80%9.98%-18.27%
20177.91%1.15%4.81%8.75%
20160.93%-5.41%9.38%5.30%
20153.28%-1.38%-7.96%1.35%
20142.48%3.46%0.23%6.94%
201311.26%3.32%9.94%10.89%
201212.04%-10.59%4.99%1.43%
20118.45%0.89%-19.87%9.96%
20104.99%-11.18%12.51%13.32%
2009-4.83%16.60%14.08%3.37%
2008-9.96%7.54%-21.02%-25.15%
20075.55%9.19%3.16%-0.72%
20069.55%-6.82%-0.43%6.95%
2005-0.53%3.36%7.23%2.34%
20045.18%-0.25%-1.78%11.78%
2003-2.62%19.03%7.33%12.80%
2002-1.21%-13.73%-16.60%2.91%
2001-20.42%6.96%-19.80%13.43%
200013.05%-13.61%4.30%-20.85%
19998.78%13.14%-2.28%41.95%
199813.40%1.14%-20.30%27.28%
1997-1.63%16.69%17.64%-5.91%
19966.25%4.23%5.28%5.77%
19958.49%10.58%11.96%4.25%
1994-5.82%-5.46%0.53%-1.53%
19930.09%0.75%3.00%2.65%
19923.43%-2.43%-0.19%7.80%
199120.33%0.34%6.03%5.51%
1990-1.95%10.33%-18.26%7.55%
19898.41%9.62%12.30%-3.16%
198822.12%5.56%-1.60%1.51%
198719.40%0.89%8.48%-25.85%
198619.15%6.18%-6.90%5.30%
19857.91%10.81%-7.40%21.62%
19841.94%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month56
3-month41
1-year14
3-year4
5-year8

Load adjusted returns

1-year22.36%
3-year4.72%
5-year12.55%
10-year11.20%