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QCACX: FEDERATED MDT ALL CAP CORE FUND CLASS C SHARES (MUTUAL FUND)
Basic Info 46.84 1.17(2.44%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 09/27/2005 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 5.60% |
| Expenses | 0.74% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 5.0 | 18.7 | 22.7 | 14.0 | 15.5 | 13.6 | 9.0 | 8.7 | 19.0 | 29.7 | 22.2 | -15.1 | 30.1 | 20.7 | 25.6 | -3.6 | 19.9 | 11.2 | -5.2 | 12.1 | 39.1 | 15.4 | -1.5 | 8.9 | 18.2 | -43.4 | -0.0 | 8.2 | -2.6 |
| Sharpe Ratio | NA | 1.25 | 1.65 | 1.37 | 0.67 | 0.74 | NA | NA | 0.36 | 0.82 | 1.98 | 1.34 | -0.64 | 2.11 | 0.57 | 1.88 | -0.29 | 2.43 | 0.72 | -0.33 | 0.97 | 3.28 | 1.12 | -0.06 | 0.46 | 0.63 | -0.95 | -0.15 | 0.37 | -0.7 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.5 | 23.7 | 36.5 | NA | NA | 63.5 | 19.5 | 8.0 | 10.4 | 23.2 | 6.2 | 36.5 | 7.1 | 20.8 | 3.4 | 13.3 | 13.5 | 10.0 | 5.2 | 11.4 | 26.1 | 17.7 | 30.1 | 56.3 | 12.7 | 11.9 | 7.3 |
| Standard Deviation(%) | NA | 14.1 | 12.5 | 15.6 | 18.0 | 19.1 | NA | NA | 21.2 | 19.6 | 13.2 | 14.0 | 26.0 | 14.2 | 35.9 | 12.8 | 17.4 | 7.9 | 15.3 | 15.8 | 12.4 | 11.9 | 13.7 | 26.3 | 19.1 | 28.8 | 46.7 | 20.5 | 13.0 | 17.8 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.2 | 0.11 | 0.14 | NA | NA | 0.07 | 0.14 | 0.27 | 0.18 | -0.13 | 0.34 | 0.21 | 0.23 | -0.05 | 0.19 | 0.1 | -0.05 | 0.11 | 0.38 | 0.15 | -0.01 | 0.09 | 0.2 | -0.43 | -0.03 | 0.04 | -0.1 |
| Alpha | NA | -0.02 | 0.0 | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | 0.01 | 0.05 | 0.05 | -0.05 | 0.02 | 0.07 | 0.0 | 0.01 | 0.01 | -0.02 | -0.02 | -0.01 | 0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.04 | 0.0 | -0.06 | -0.08 |
| Beta | NA | 0.93 | 0.91 | 1.06 | 1.12 | 1.02 | NA | NA | 1.02 | 1.14 | 0.98 | 1.04 | 1.26 | 0.87 | 0.96 | 1.03 | 1.06 | 1.02 | 1.09 | 1.0 | 1.1 | 1.04 | 1.04 | 1.08 | 1.02 | 0.88 | 1.03 | 1.09 | 1.24 | 1.18 |
| RSquared | NA | 0.54 | 0.54 | 0.69 | 0.74 | 0.81 | NA | NA | 0.88 | 0.76 | 0.6 | 0.78 | 0.82 | 0.62 | 0.9 | 0.85 | 0.91 | 0.82 | 0.89 | 0.96 | 0.93 | 0.94 | 0.93 | 0.96 | 0.97 | 0.94 | 0.93 | 0.82 | 0.82 | 0.57 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.8 | 11.4 | 1.0 | 8.9 | 21.0 | 3.1 | 3.6 | 7.6 | 0.0 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -38.9 | 1255.2 | -91.3 | -53.6 | 680.3 | 5.3 | -58.4 | N/A | -100.0 | -2.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2005
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