Nasdaq - Delayed Quote USD
Federated Hermes MDT Balanced A (QABGX)
21.82
+0.08
+(0.37%)
At close: 8:09:29 AM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 21.87% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QABGX | Category Average | QABGX | Category Average | QABGX | Category Average | |
| Alpha | 2.33 | -0.01 | 2.85 | -0.01 | 1.28 | -0 |
| BETA | 0.98 | 0.01 | 1.02 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 0.9 | 0.01 | 0.66 | 0.01 |
| R-squared | 93.7 | 0.93 | 94.16 | 0.92 | 93.84 | 0.92 |
| Standard Deviation | 12.14 | 0.13 | 11.79 | 0.1 | 11.09 | 0.09 |
| Sharpe Ratio | 0.37 | 0.01 | 0.68 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | 4.12 | 0.09 | 7.64 | 0.09 | 5.25 | 0.07 |
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