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FSTLX: FEDERATED MDT LARGE CAP VALUE FUND CLASS R6 SHARES (MUTUAL FUND)
Basic Info 38.16 0.72(1.85%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 07/06/2016 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 6.94% |
| Expenses | 1.44% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 10.4 | 24.6 | 22.9 | 13.4 | 13.5 | 19.8 | 22.8 | 12.9 | -4.3 | 28.8 | 6.3 | 21.1 | -7.1 | 14.4 | 13.1 |
| Sharpe Ratio | NA | 1.87 | 1.95 | 1.46 | 0.69 | 0.66 | 1.04 | 1.74 | 0.67 | -0.26 | 2.11 | 0.16 | 1.69 | -0.56 | 1.69 | 2.52 |
| Draw Down(%) | NA | 6.1 | 6.1 | 15.1 | 17.7 | 38.6 | 14.4 | 7.4 | 11.7 | 17.7 | 5.4 | 38.6 | 6.9 | 18.3 | 4.6 | 4.1 |
| Standard Deviation(%) | NA | 12.5 | 11.3 | 13.4 | 15.6 | 17.9 | 16.3 | 11.0 | 13.9 | 21.8 | 13.6 | 36.8 | 11.6 | 15.3 | 8.2 | 11.2 |
| Treynor Ratio | NA | 0.3 | 0.28 | 0.25 | 0.13 | 0.13 | 0.22 | 0.27 | 0.1 | -0.07 | 0.35 | 0.06 | 0.23 | -0.1 | 0.14 | 0.26 |
| Alpha | NA | 0.03 | 0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | -0.04 | 0.05 | 0.03 | -0.05 | -0.02 | -0.01 | -0.02 | 0.03 |
| Beta | NA | 0.78 | 0.77 | 0.78 | 0.82 | 0.9 | 0.79 | 0.71 | 0.91 | 0.83 | 0.83 | 1.01 | 0.86 | 0.86 | 1.01 | 1.08 |
| RSquared | NA | 0.79 | 0.74 | 0.78 | 0.83 | 0.87 | 0.84 | 0.71 | 0.78 | 0.9 | 0.7 | 0.93 | 0.9 | 0.92 | 0.76 | 0.84 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | 7.4 | 16.4 | 2.4 | 12.5 | 20.4 | 1.6 | 3.4 | 8.7 | 10.5 | 4.9 |
| Dividend Growth(%) | N/A | -95.8 | N/A | N/A | N/A | N/A | -52.1 | 670.1 | -84.2 | -33.6 | 1199.3 | -44.1 | -67.3 | -14.6 | 134.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2016
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