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Federated Hermes MDT Large Cap Value Svc (FSTKX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 26.49% |
| 5y Average Return | 13.80% |
| Number of Years Up | 34 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Nov 6, 2024) | 39.71% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 39.71% |
| Worst 3Y Total Return | 5.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FSTKX
Category
- YTD
- 21.87%
- 4.44%
- 1-Month
- -0.17%
- -4.04%
- 3-Month
- 5.90%
- 4.09%
- 1-Year
- 39.29%
- 14.37%
- 3-Year
- 11.16%
- 6.04%
- 5-Year
- 13.18%
- 9.20%
- 10-Year
- 9.83%
- 8.57%
- Last Bull Market
- 29.20%
- 22.97%
- Last Bear Market
- -12.63%
- -11.27%
Annual Total Return (%) History
Year
FSTKX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.04% | -2.04% | 10.24% | -- |
| 2023 | 0.94% | 2.10% | -1.11% | 10.45% |
| 2022 | -0.15% | -12.63% | -3.55% | 13.59% |
| 2021 | 10.55% | 6.86% | -2.08% | 10.74% |
| 2020 | -26.14% | 18.63% | 4.73% | 15.53% |
| 2019 | 11.86% | 2.58% | 0.78% | 4.36% |
| 2018 | -0.70% | 0.52% | 5.90% | -12.43% |
| 2017 | 2.24% | 1.20% | 3.90% | 6.16% |
| 2016 | 1.68% | 1.05% | 4.36% | 7.32% |
| 2015 | 0.32% | 0.88% | -8.86% | 3.00% |
| 2014 | 5.47% | 4.10% | -0.54% | 4.46% |
| 2013 | 13.82% | 3.67% | 5.59% | 12.14% |
| 2012 | 14.37% | -6.32% | 6.70% | 4.85% |
| 2011 | 9.00% | 0.14% | -19.13% | 15.56% |
| 2010 | 5.49% | -13.13% | 10.87% | 8.14% |
| 2009 | -15.04% | 16.69% | 14.58% | 4.64% |
| 2008 | -9.60% | -0.64% | -7.03% | -18.41% |
| 2007 | -0.85% | 6.72% | -1.82% | -2.51% |
| 2006 | 3.09% | -1.43% | 6.56% | 8.42% |
| 2005 | -1.60% | 2.20% | 2.94% | 1.49% |
| 2004 | 2.48% | 0.31% | -1.97% | 9.06% |
| 2003 | -5.22% | 16.77% | 0.82% | 14.64% |
| 2002 | 1.62% | -9.62% | -19.39% | 9.31% |
| 2001 | -3.05% | 6.49% | -11.84% | 10.78% |
| 2000 | -2.16% | -2.69% | 5.17% | 2.97% |
| 1999 | 3.21% | 10.26% | -11.24% | 5.02% |
| 1998 | 11.81% | 1.52% | -11.31% | 16.48% |
| 1997 | 4.24% | 14.63% | 9.63% | 2.61% |
| 1996 | 7.47% | 1.65% | 2.81% | 7.89% |
| 1995 | 8.75% | 9.23% | 9.11% | 4.64% |
| 1994 | -2.59% | 1.44% | 4.27% | -3.38% |
| 1993 | 6.45% | 1.84% | 2.98% | 0.76% |
| 1992 | 0.71% | 2.00% | 2.80% | 5.99% |
| 1991 | 14.79% | -0.57% | 4.46% | 8.23% |
| 1990 | -0.51% | 2.85% | -15.58% | 9.98% |
| 1989 | 5.81% | 4.78% | 8.38% | -5.84% |
| 1988 | 3.90% | 7.74% | -0.81% | 1.49% |
| 1987 | 17.37% | 3.46% | 5.10% | -20.37% |
| 1986 | 14.52% | 2.15% | -3.21% | 3.67% |
| 1985 | 9.12% | 10.36% | -4.87% | 16.56% |
| 1984 | -1.12% | 1.03% | 12.39% | 3.38% |
| 1983 | 11.42% | 10.14% | 4.06% | 2.75% |
| 1982 | -3.31% | 10.63% | 14.53% | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 18 |
| 3-Month | 3 |
| 1-Year | 3 |
| 3-Year | 4 |
| 5-Year | 13 |
Load Adjusted Returns
| 1-Year | 39.29% |
| 3-Year | 11.16% |
| 5-Year | 13.18% |
| 10-Year | 9.83% |
Performance & Risk
| YTD Return | 26.49% |
| 5y Average Return | 13.80% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Federated |
| Net Assets | 1.32B |
| YTD Return | 21.87% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | Jan 29, 2010 |
Fund Summary
The fund invests primarily in the common stock of large-cap U.S. companies undervalued relative to the market. Its investment adviser's investment strategy utilizes a large-cap value approach by selecting most of its investments from companies listed in the Russell 1000? Value Index. The adviser will notify shareholders at least 60 days in advance of any change in its investment policies that would enable the fund to normally invest less than 80% of its net assets (plus any borrowings for investment purposes) in large-cap investments.
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