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Federated Hermes MDT Large Cap Value A (FSTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
36.28+0.94 (+2.66%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return26.55%
5-Year Average Return13.80%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Nov 5, 2024)28.15%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return28.15%
Worst 3-Yr Total Return5.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSTRXCategory
YTD21.91%4.44%
1-Month-0.17%-4.04%
3-Month5.91%4.09%
1-Year39.33%14.37%
3-Year11.16%6.04%
5-Year13.18%9.20%
10-Year9.83%8.57%
Last Bull Market29.22%22.97%
Last Bear Market-12.65%-11.27%

Annual Total Return (%) History

Year
FSTRXCategory
2024
N/AN/A
2023
12.51%11.63%
2022
-4.43%-5.90%
2021
28.15%26.22%
2020
5.98%2.91%
2019
20.70%25.04%
2018
-7.44%-8.53%
2017
14.13%15.94%
2016
15.10%14.81%
2015
-5.01%-4.05%
2014
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.07%-2.04%10.26%N/A
20230.90%2.11%-1.12%10.43%
2022-0.15%-12.65%-3.56%13.62%
202110.57%6.84%-2.05%10.76%
2020-26.17%18.66%4.73%15.51%
201911.88%2.54%0.80%4.37%
2018-0.70%0.49%5.95%-12.44%
20172.27%1.16%3.90%6.17%
20161.69%1.05%4.36%7.33%
20150.30%0.92%-8.83%2.93%
2014-0.51%4.46%N/AN/A

Rank In Category (By Total Return)

YTD3
1-Month18
3-Month3
1-Year3
3-Year4
5-Year13

Load Adjusted Returns

1-Year31.67%
3-Year9.09%
5-Year11.90%
10-Year9.21%