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Federated Hermes MDT Large Cap Value R (QRLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.80-0.10 (-0.31%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.32%
5-year average return10.44%
Number of years up4
Number of years down2
Best 1-yr total return (4 Jul 2024)27.58%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return27.58%
Worst 3-yr total return5.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQRLVXCategory
YTD10.50%4.44%
1-month-1.61%-4.04%
3-month-2.15%4.09%
1-year20.44%14.37%
3-year8.43%6.04%
5-year10.73%9.20%
10-year8.39%8.57%
Last bull market29.01%22.97%
Last bear market-12.74%-11.27%

Annual total return (%) history

Year
QRLVXCategory
2024
N/AN/A
2023
12.05%11.63%
2022
-4.86%-5.90%
2021
27.58%26.22%
2020
5.55%2.91%
2019
20.16%25.04%
2018
-7.84%-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.93%-2.15%N/AN/A
20230.82%1.96%-1.18%10.31%
2022-0.26%-12.74%-3.68%13.48%
202110.45%6.73%-2.16%10.62%
2020-26.24%18.51%4.61%15.42%
201911.72%2.48%0.67%4.25%
2018-0.82%0.40%5.82%-12.54%

Rank in category (by total return)

YTD14
1-month90
3-month64
1-year11
3-year19
5-year33

Load adjusted returns

1-year20.44%
3-year8.43%
5-year10.73%
10-year8.39%