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Federated Hermes MDT Balanced R6 (QKBGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.29+0.08 (+0.36%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.06%
5-year average return9.16%
Number of years up12
Number of years down5
Best 1-yr total return (4 Jul 2024)21.56%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return21.56%
Worst 3-yr total return3.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQKBGXCategory
YTD9.87%9.69%
1-month1.61%0.91%
3-month1.71%5.21%
1-year17.11%27.06%
3-year5.07%11.00%
5-year9.12%10.26%
10-year7.54%8.34%
Last bull market21.88%15.58%
Last bear market-11.65%-12.16%

Annual total return (%) history

Year
QKBGXCategory
2024
N/AN/A
2023
14.28%N/A
2022
-13.45%N/A
2021
17.39%N/A
2020
16.11%11.72%
2019
19.07%19.23%
2018
-2.88%-5.76%
2017
14.15%13.21%
2016
6.51%7.34%
2015
-2.78%-1.93%
2014
8.33%6.21%
2013
21.56%16.48%
2012
11.46%11.72%
2011
-1.29%-0.11%
2010
7.94%11.83%
2009
16.87%24.13%
2008
-29.22%-28.00%
2007
6.46%5.99%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.02%1.71%N/AN/A
20234.64%2.46%-3.39%10.33%
2022-4.88%-11.65%-3.34%6.55%
20212.94%6.83%0.18%6.57%
2020-14.61%17.55%4.64%10.55%
201910.44%3.21%0.32%4.13%
20181.07%2.07%4.63%-10.02%
20173.50%1.51%4.25%4.23%
20160.25%0.76%3.63%1.75%
20152.06%-1.13%-5.23%1.66%
20142.54%3.37%-0.74%2.96%
20136.93%0.96%5.32%6.92%
20128.61%-2.88%3.96%1.65%
20115.96%-0.80%-12.07%6.81%
20103.00%-8.83%8.24%6.20%
2009-8.10%10.64%11.27%3.29%
2008-5.51%-0.77%-9.74%-16.38%
20071.57%3.38%1.92%-0.51%

Rank in category (by total return)

YTD13
1-month38
3-month31
1-year11
3-year13
5-year15

Load adjusted returns

1-year17.11%
3-year5.07%
5-year9.12%
10-year7.54%