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Federated Hermes MDT Balanced C (QCBGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
22.92-0.17 (-0.74%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.19%
5-Year Average Return9.32%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)20.87%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return20.87%
Worst 3-Yr Total Return3.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQCBGXCategory
YTD14.60%9.69%
1-Month-0.92%0.91%
3-Month3.30%5.21%
1-Year29.11%27.06%
3-Year4.20%11.00%
5-Year8.86%10.26%
10-Year7.01%8.34%
Last Bull Market21.37%15.58%
Last Bear Market-11.85%-12.16%

Annual Total Return (%) History

Year
QCBGXCategory
2024
N/AN/A
2023
13.11%N/A
2022
-14.37%N/A
2021
16.20%N/A
2020
15.00%11.72%
2019
17.80%19.23%
2018
-3.82%-5.76%
2017
12.98%13.21%
2016
5.82%7.34%
2015
-3.29%-1.93%
2014
7.84%6.21%
2013
20.87%16.48%
2012
11.19%11.72%
2011
-1.57%-0.11%
2010
7.74%11.83%
2009
16.65%24.13%
2008
-29.48%-28.00%
2007
5.88%5.99%
2006
9.34%11.29%
2005
N/A5.13%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.73%1.42%5.87%N/A
20234.40%2.19%-3.64%10.03%
2022-5.16%-11.85%-3.58%6.23%
20212.68%6.56%-0.09%6.29%
2020-14.79%17.30%4.38%10.24%
201910.20%2.90%0.11%3.77%
20180.87%1.77%4.33%-10.20%
20173.16%1.30%4.02%3.94%
20160.13%0.64%3.48%1.49%
20151.90%-1.26%-5.30%1.50%
20142.44%3.28%-0.87%2.83%
20136.75%0.82%5.17%6.79%
20128.52%-2.99%3.92%1.64%
20115.84%-0.89%-12.12%6.78%
20102.94%-8.93%8.14%6.28%
2009-8.08%10.52%11.19%3.26%
2008-5.59%-0.86%-9.75%-16.52%
20071.35%3.19%1.80%-0.55%
20063.65%-0.83%1.82%4.46%
20051.23%N/AN/AN/A

Rank In Category (By Total Return)

YTD8
1-Month18
3-Month7
1-Year7
3-Year27
5-Year20

Load Adjusted Returns

1-Year28.11%
3-Year4.20%
5-Year8.86%
10-Year7.01%