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Federated MDT Large Cap Value Instl (FMSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.31-0.12 (-0.37%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.25%
5-year average return12.77%
Number of years up10
Number of years down3
Best 1-yr total return (12 May 2024)40.03%
Worst 1-yr total return (12 May 2024)N/A
Best 3-yr total return40.03%
Worst 3-yr total return6.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFMSTXCategory
YTD7.87%17.52%
1-month-4.61%-0.87%
3-month6.73%5.51%
1-year20.74%42.88%
3-year9.01%11.93%
5-year10.90%12.07%
10-year9.30%10.95%
Last bull market29.30%23.18%
Last bear market-12.59%-17.87%

Annual total return (%) history

Year
FMSTXCategory
2024
N/AN/A
2023
12.79%N/A
2022
-4.21%N/A
2021
28.41%N/A
2020
6.24%2.91%
2019
20.94%25.04%
2018
-7.22%-8.53%
2017
14.37%15.94%
2016
15.31%14.81%
2015
-4.79%-4.05%
2014
14.32%10.21%
2013
40.03%31.21%
2012
20.12%14.57%
2011
2.23%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.08%N/AN/AN/A
20230.96%2.16%-1.06%10.53%
2022-0.10%-12.59%-3.50%13.67%
202110.62%6.89%-2.02%10.84%
2020-26.10%18.66%4.84%15.56%
201911.93%2.64%0.82%4.42%
2018-0.65%0.58%5.96%-12.38%
20172.33%1.22%4.00%6.18%
20161.70%1.11%4.43%7.38%
20150.38%0.93%-8.78%3.02%
20145.53%4.16%-0.48%4.52%
201313.88%3.73%5.61%12.24%
201214.43%-6.27%6.76%4.90%
20119.07%0.19%-19.08%15.62%
2010-13.08%10.94%8.21%N/A

Rank in category (by total return)

YTD7
1-month73
3-month9
1-year11
3-year8
5-year22

Load adjusted returns

1-year20.74%
3-year9.01%
5-year10.90%
10-year9.30%