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FMSTX: FEDERATED MDT LARGE CAP VALUE FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 38.56 0(0.0%) June 03
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 02/01/2010 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 6.90% |
| Expenses | 1.44% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 11.7 | 25.3 | 24.3 | 7.4 | 10.0 | 10.8 | 11.0 | 19.7 | 22.7 | 12.8 | -15.4 | 8.7 | 6.3 | 20.9 | -7.3 | 14.3 | 15.0 | -4.9 | 14.4 | 40.0 | 20.2 | 2.4 | 10.2 |
| Sharpe Ratio | NA | 2.3 | 2.07 | 1.53 | 0.26 | 0.43 | NA | 0.54 | 1.03 | 1.75 | 0.66 | -0.66 | 0.42 | 0.16 | 1.68 | -0.57 | 1.66 | 0.87 | -0.31 | 1.23 | 3.29 | 1.33 | 0.09 | 0.58 |
| Draw Down(%) | NA | 6.1 | 6.1 | 15.1 | 30.0 | 38.6 | NA | 38.6 | 14.4 | 7.4 | 11.8 | 18.2 | 17.6 | 38.6 | 6.9 | 18.4 | 4.6 | 13.2 | 13.4 | 9.5 | 5.6 | 14.2 | 25.2 | 16.6 |
| Standard Deviation(%) | NA | 12.5 | 11.1 | 13.4 | 18.1 | 19.2 | NA | 18.6 | 16.4 | 10.9 | 14.0 | 25.7 | 20.7 | 36.9 | 11.6 | 15.3 | 8.2 | 16.9 | 16.1 | 11.7 | 12.1 | 15.3 | 27.2 | 19.0 |
| Treynor Ratio | NA | 0.28 | 0.23 | 0.2 | 0.04 | 0.08 | NA | 0.1 | 0.16 | 0.2 | 0.08 | -0.15 | 0.09 | 0.06 | 0.2 | -0.09 | 0.12 | 0.13 | -0.05 | 0.14 | 0.38 | 0.18 | 0.02 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.02 | -0.01 | -0.01 | NA | -0.01 | 0.01 | 0.02 | 0.01 | -0.05 | -0.05 | 0.02 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | 0.01 | 0.01 | -0.02 |
| Beta | NA | 1.01 | 1.01 | 1.04 | 1.07 | 1.04 | NA | 1.05 | 1.06 | 0.98 | 1.13 | 1.15 | 0.92 | 1.02 | 0.98 | 0.96 | 1.11 | 1.16 | 0.96 | 1.04 | 1.05 | 1.14 | 1.12 | 1.0 |
| RSquared | NA | 0.85 | 0.85 | 0.91 | 0.7 | 0.84 | NA | 0.87 | 0.94 | 0.88 | 0.92 | 0.74 | 0.35 | 0.98 | 0.95 | 0.97 | 0.9 | 0.83 | 0.86 | 0.94 | 0.92 | 0.9 | 0.97 | 0.96 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | 7.3 | 16.3 | 2.3 | 1.3 | 1.4 | 1.6 | 3.3 | 8.7 | 10.5 | 5.5 | 8.3 | 9.0 | 15.9 | 8.3 | 13.8 | 0.5 |
| Dividend Growth(%) | N/A | -96.0 | N/A | N/A | N/A | N/A | N/A | N/A | -52.3 | 692.4 | 45.7 | -1.0 | -5.5 | -44.8 | -67.8 | -14.8 | 113.8 | -42.9 | -2.3 | -32.5 | 115.3 | -46.8 | 3000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/2010
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