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Federated Hermes MDT Large Cap Value Svc (FSTKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.08-0.51 (-1.61%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.54%
5-Year Average Return11.13%
Number of Years Up34
Number of Years Down7
Best 1 Yr Total Return (Apr 28, 2024)39.71%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return39.71%
Worst 3-Yr Total Return5.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFSTKXCategory
YTD13.04%17.52%
1-Month6.34%-0.87%
3-Month13.04%5.51%
1-Year26.06%42.88%
3-Year12.11%11.93%
5-Year12.25%12.07%
10-Year9.55%10.95%
Last Bull Market42.63%23.18%
Last Bear Market-12.63%-17.87%

Annual Total Return (%) History

Year
FSTKXCategory
2024
N/AN/A
2023
12.57%N/A
2022
-4.43%N/A
2021
28.10%N/A
2020
6.01%2.91%
2019
20.69%25.04%
2018
-7.43%-8.53%
2017
14.11%15.94%
2016
15.09%14.81%
2015
-5.00%-4.05%
2014
14.08%10.21%
2013
39.71%31.21%
2012
19.85%14.57%
2011
2.01%-0.75%
2010
9.88%13.66%
2009
18.87%24.13%
2008
-31.86%-37.09%
2007
1.27%1.42%
2006
17.40%18.15%
2005
5.07%5.95%
2004
9.90%12.97%
2003
27.92%28.44%
2002
-19.07%-18.69%
2001
0.83%-4.99%
2000
3.10%7.87%
1999
6.08%6.72%
1998
17.26%12.00%
1997
34.42%26.61%
1996
21.17%20.08%
1995
35.63%32.39%
1994
-0.45%-0.70%
1993
12.49%13.61%
1992
11.94%10.21%
1991
29.04%28.60%
1990
-4.99%-6.22%
1989
13.13%23.21%
1988
12.69%17.28%
1987
1.64%0.66%
1986
17.38%16.12%
1985
33.52%28.53%
1984
16.08%6.00%
1983
31.21%23.98%
1982
N/A24.89%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.04%N/AN/AN/A
20230.94%2.10%-1.11%10.45%
2022-0.15%-12.63%-3.55%13.59%
202110.55%6.86%-2.08%10.74%
2020-26.14%18.63%4.73%15.53%
201911.86%2.58%0.78%4.36%
2018-0.70%0.52%5.90%-12.43%
20172.24%1.20%3.90%6.16%
20161.68%1.05%4.36%7.32%
20150.32%0.88%-8.86%3.00%
20145.47%4.10%-0.54%4.46%
201313.82%3.67%5.59%12.14%
201214.37%-6.32%6.70%4.85%
20119.00%0.14%-19.13%15.56%
20105.49%-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%
20063.09%-1.43%6.56%8.42%
2005-1.60%2.20%2.94%1.49%
20042.48%0.31%-1.97%9.06%
2003-5.22%16.77%0.82%14.64%
20021.62%-9.62%-19.39%9.31%
2001-3.05%6.49%-11.84%10.78%
2000-2.16%-2.69%5.17%2.97%
19993.21%10.26%-11.24%5.02%
199811.81%1.52%-11.31%16.48%
19974.24%14.63%9.63%2.61%
19967.47%1.65%2.81%7.89%
19958.75%9.23%9.11%4.64%
1994-2.59%1.44%4.27%-3.38%
19936.45%1.84%2.98%0.76%
19920.71%2.00%2.80%5.99%
199114.79%-0.57%4.46%8.23%
1990-0.51%2.85%-15.58%9.98%
19895.81%4.78%8.38%-5.84%
19883.90%7.74%-0.81%1.49%
198717.37%3.46%5.10%-20.37%
198614.52%2.15%-3.21%3.67%
19859.12%10.36%-4.87%16.56%
1984-1.12%1.03%12.39%3.38%
198311.42%10.14%4.06%2.75%
1982-3.31%10.63%14.53%N/A

Rank In Category (By Total Return)

YTD4
1-Month13
3-Month4
1-Year16
3-Year7
5-Year27

Load Adjusted Returns

1-Year26.06%
3-Year12.11%
5-Year12.25%
10-Year9.55%