Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FGSIX (FEDERATED MDT MID-CAP GROWTH FUND INSTITUTIONAL SHARES) -0.31% 1.21% 18.80% 10.20% 15.02% 12.66% NA
Data as of 06/09/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
Name Start Date End Date
FGSIX (FEDERATED MDT MID-CAP GROWTH FUND INSTITUTIONAL SHARES) 02/02/2010 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -2.93 1.21 18.80 10.20 15.02 12.66 NA -0.31 9.90 33.37 27.44 -24.39 22.77 35.86 28.34 -3.00 24.70 10.21 -4.62 14.03 40.44 6.98 -3.36 21.64
Sharpe Ratio NA -0.08 0.81 0.34 0.60 NA NA -0.21 0.29 1.88 1.45 -0.77 1.15 0.94 1.77 -0.22 2.47 0.56 -0.29 1.04 3.27 0.41 -0.12 1.06
Standard Deviation(%) NA 16.66 19.22 22.67 22.51 NA NA 18.86 24.12 15.87 16.60 33.61 19.79 37.76 15.18 19.82 9.78 17.74 15.97 13.43 12.37 16.96 28.07 22.36
Draw Down(%) NA 13.12 24.61 35.67 37.16 NA NA 11.84 24.46 9.02 13.02 32.03 13.09 37.16 7.52 24.21 3.92 14.67 12.65 10.53 6.17 16.21 25.30 17.53
Yield(%) 0.00 4.47 4.35 6.75 10.81 10.25 9.93 0.00 4.81 5.25 0.00 1.63 24.17 8.50 9.33 11.87 14.81 1.23 19.09 15.37 15.90 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGSIX (FEDERATED MDT MID-CAP GROWTH FUND INSTITUTIONAL SHARES) 3.56%
Aug 2021 – Aug 2024
4.46%
Mar 2015 – Mar 2020
9.22%
Mar 2010 – Mar 2020
12.08%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FGSIX (FEDERATED MDT MID-CAP GROWTH FUND INSTITUTIONAL SHARES) 28.88%
Dec 2018 – Dec 2021
23.60%
Oct 2016 – Oct 2021
17.11%
Sep 2011 – Sep 2021
15.10%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return