Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QISGX (FEDERATED MDT SMALL CAP GROWTH FUND INSTITUTIONAL SHARES) | 16.18% | 36.97% | 19.34% | 1.68% | 9.66% | 10.23% | 8.08% | … | … |
Data as of 06/09/2026, Common starting date is 09/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QISGX (FEDERATED MDT SMALL CAP GROWTH FUND INSTITUTIONAL SHARES) | 09/26/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 36.97 | 19.34 | 1.68 | 9.66 | 10.23 | 8.08 | … | … | 16.18 | 14.87 | 15.63 | 19.63 | -30.41 | -9.70 | 29.27 | 21.14 | -6.32 | 25.16 | 20.40 | 3.50 | 1.71 | 42.33 | 17.40 | 1.63 | 29.46 | 9.94 | -41.11 | 15.44 | 9.83 | 5.49 |
| Sharpe Ratio | NA | 1.69 | 0.76 | -0.03 | 0.31 | NA | NA | … | … | 1.55 | 0.49 | 0.44 | 0.75 | -0.91 | -0.28 | 0.70 | 1.15 | -0.36 | 1.93 | 0.95 | 0.18 | 0.10 | 2.87 | 0.97 | 0.05 | 1.17 | 0.34 | -1.01 | 0.62 | 0.33 | 1.05 |
| Standard Deviation(%) | NA | 21.16 | 22.01 | 27.40 | 26.29 | NA | NA | … | … | 22.93 | 24.91 | 20.35 | 20.55 | 34.91 | 34.78 | 41.34 | 17.17 | 21.24 | 12.75 | 21.17 | 18.86 | 16.66 | 14.72 | 18.03 | 34.67 | 25.10 | 28.59 | 41.40 | 20.32 | 20.16 | 18.71 |
| Draw Down(%) | NA | 13.23 | 27.88 | 53.07 | 53.07 | NA | NA | … | … | 13.23 | 24.75 | 8.99 | 19.53 | 34.84 | 32.31 | 42.02 | 9.68 | 30.03 | 5.65 | 18.57 | 14.60 | 12.84 | 6.09 | 14.81 | 31.97 | 20.06 | 28.04 | 52.81 | 12.09 | 19.32 | 7.43 |
| Yield(%) | 0.00 | 4.46 | 1.86 | 0.72 | 2.44 | 4.08 | 3.36 | … | … | 0.00 | 4.41 | 0.00 | 0.05 | 0.04 | 0.00 | 0.00 | 0.00 | 6.11 | 6.03 | 1.95 | 16.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 09/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QISGX (FEDERATED MDT SMALL CAP GROWTH FUND INSTITUTIONAL SHARES) |
-18.78%
Mar 2006 – Mar 2009 |
-4.33%
Sep 2018 – Sep 2023 |
4.22%
Oct 2013 – Oct 2023 |
4.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QISGX (FEDERATED MDT SMALL CAP GROWTH FUND INSTITUTIONAL SHARES) |
27.26%
Feb 2009 – Feb 2012 |
24.65%
Feb 2009 – Feb 2014 |
17.95%
Feb 2009 – Feb 2019 |
12.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart