Nasdaq - Delayed Quote USD

Federated Hermes MDT Balanced A (QABGX)

21.82
+0.08
+(0.37%)
At close: 8:09:29 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.83%
5y Average Return 11.00%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 21.87%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 21.87%
Worst 3Y Total Return 4.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QABGX
Category
YTD
-0.09%
9.69%
1-Month
0.33%
0.91%
3-Month
-3.15%
5.21%
1-Year
12.26%
27.06%
3-Year
8.75%
11.00%
5-Year
10.66%
10.26%
10-Year
7.60%
8.34%
Last Bull Market
16.02%
15.58%
Last Bear Market
-11.73%
-12.16%

Annual Total Return (%) History

Year
QABGX
Category
2025
--
--
2024
16.67%
--
2023
13.98%
--
2022
-13.72%
--
2021
17.09%
--
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
--
5.13%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.42% -- -- --
2024 7.97% 1.61% 6.04% 0.29%
2023 4.59% 2.35% -3.40% 10.22%
2022 -4.98% -11.73% -3.40% 6.48%
2021 2.84% 6.79% 0.09% 6.52%
2020 -14.62% 17.50% 4.54% 10.50%
2019 10.37% 3.10% 0.27% 4.01%
2018 1.02% 1.96% 4.58% -10.02%
2017 3.44% 1.46% 4.19% 4.14%
2016 0.32% 0.82% 3.69% 1.67%

2015 2.13% -1.07% -5.17% 1.69%
2014 2.67% 3.37% -0.68% 3.05%
2013 7.01% 1.03% 5.39% 6.96%
2012 8.70% -2.80% 4.12% 1.81%
2011 6.04% -0.72% -11.95% 6.98%
2010 3.00% -8.74% 8.41% 6.41%
2009 -7.99% 10.74% 11.35% 3.59%
2008 -5.45% -0.61% -9.59% -16.29%
2007 1.49% 3.38% 2.06% -0.44%
2006 3.88% -0.67% 2.11% 4.72%
2005 1.48% -- -- --

Rank in Category (By Total Return)

YTD 30
1-Month 23
3-Month 43
1-Year 6
3-Year 13
5-Year 11

Load Adjusted Returns

1-Year 7.20%
3-Year 7.09%
5-Year 9.64%
10-Year 7.11%

Performance & Risk

YTD Return 2.83%
5y Average Return 11.00%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Federated
Net Assets 256.43M
YTD Return -0.09%
Yield 1.33%
Morningstar Rating
Inception Date Sep 15, 2005

Fund Summary

The fund may invest in a wide variety of investments such as equity securities, fixed-income securities, foreign securities, exchange-traded funds (ETFs) and derivative and hybrid instruments. Its investment adviser ("Adviser") anticipates investing approximately 60% of the fund's assets in equity securities and 40% of the fund's assets in fixed-income securities and other investments. The Adviser may vary this allocation +/-20% depending upon its economic and market outlook as well as a result of the identification of favorable investment opportunities.

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