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Federated Hermes MDT Balanced A (QABGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.19+0.10 (+0.45%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.51%
5-year average return8.76%
Number of years up13
Number of years down5
Best 1-yr total return (2 Jul 2024)21.87%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return21.87%
Worst 3-yr total return4.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQABGXCategory
YTD9.71%9.69%
1-month1.57%0.91%
3-month1.61%5.21%
1-year16.81%27.06%
3-year4.78%11.00%
5-year8.83%10.26%
10-year7.38%8.34%
Last bull market21.77%15.58%
Last bear market-11.73%-12.16%

Annual total return (%) history

Year
QABGXCategory
2024
N/AN/A
2023
13.98%N/A
2022
-13.72%N/A
2021
17.09%N/A
2020
15.88%11.72%
2019
18.67%19.23%
2018
-3.07%-5.76%
2017
13.87%13.21%
2016
6.62%7.34%
2015
-2.57%-1.93%
2014
8.62%6.21%
2013
21.87%16.48%
2012
11.99%11.72%
2011
-0.84%-0.11%
2010
8.45%11.83%
2009
17.53%24.13%
2008
-28.88%-28.00%
2007
6.62%5.99%
2006
10.34%11.29%
2005
N/A5.13%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.97%1.61%N/AN/A
20234.59%2.35%-3.40%10.22%
2022-4.98%-11.73%-3.40%6.48%
20212.84%6.79%0.09%6.52%
2020-14.62%17.50%4.54%10.50%
201910.37%3.10%0.27%4.01%
20181.02%1.96%4.58%-10.02%
20173.44%1.46%4.19%4.14%
20160.32%0.82%3.69%1.67%
20152.13%-1.07%-5.17%1.69%
20142.67%3.37%-0.68%3.05%
20137.01%1.03%5.39%6.96%
20128.70%-2.80%4.12%1.81%
20116.04%-0.72%-11.95%6.98%
20103.00%-8.74%8.41%6.41%
2009-7.99%10.74%11.35%3.59%
2008-5.45%-0.61%-9.59%-16.29%
20071.49%3.38%2.06%-0.44%
20063.88%-0.67%2.11%4.72%
20051.48%N/AN/AN/A

Rank in category (by total return)

YTD14
1-month40
3-month35
1-year12
3-year16
5-year19

Load adjusted returns

1-year10.39%
3-year2.82%
5-year7.61%
10-year6.78%