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Federated Hermes MDT Large Cap Value A (FSTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.90+0.08 (+0.25%)
At close: 06:26PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.56%
5-Year Average Return11.42%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 5, 2024)28.15%
Worst 1 Yr Total Return (May 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
YTD7.82%17.52%
1-Month-4.64%-0.87%
3-Month6.67%5.51%
1-Year20.45%42.88%
3-Year8.77%11.93%
5-Year10.66%12.07%
10-Year9.06%10.95%
Last Bull Market29.22%23.18%
Last Bear Market-12.65%-17.87%

Annual Total Return (%) History

Year
FSTRXCategory
2024
N/AN/A
2023
12.51%N/A
2022
-4.43%N/A
2021
28.15%N/A
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%N/AN/AN/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)

YTD7
1-Month74
3-Month9
1-Year11
3-Year10
5-Year25

Load Adjusted Returns

1-Year13.83%
3-Year6.74%
5-Year9.41%
10-Year8.44%