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Federated MDT Small Cap Core R6 (QLSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.78+0.24 (+1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.45%
5-year average return7.80%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)30.27%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return30.27%
Worst 3-yr total return5.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQLSCXCategory
YTD-1.71%20.19%
1-month-6.83%0.02%
3-month0.04%4.36%
1-year17.98%60.18%
3-year1.00%11.32%
5-year7.42%13.88%
10-year8.98%11.19%
Last bull market31.89%27.98%
Last bear market-18.88%-24.08%

Annual total return (%) history

Year
QLSCXCategory
2024
N/AN/A
2023
20.58%N/A
2022
-23.09%N/A
2021
30.27%N/A
2020
16.99%10.99%
2019
18.06%23.75%
2018
-11.57%-12.72%
2017
15.64%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.50%N/AN/AN/A
20232.31%5.01%-3.34%16.12%
2022-7.38%-18.88%-4.66%7.36%
202111.79%7.07%1.50%7.22%
2020-33.15%28.89%2.31%32.71%
201911.71%1.36%-3.31%7.83%
2018-0.05%7.85%5.38%-22.14%
20171.93%3.09%6.84%3.00%
201613.32%11.10%N/AN/A

Rank in category (by total return)

YTD58
1-month79
3-month90
1-year20
3-year41
5-year47

Load adjusted returns

1-year17.98%
3-year1.00%
5-year7.42%
10-year8.98%