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Federated Hermes MDT Balanced C (QCBGX)
19.98
+0.03
+(0.15%)
At close: 8:04:25 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.54% |
| 5y Average Return | 9.66% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 11, 2025) | 20.87% |
| Worst 1Y Total Return (Apr 11, 2025) | -- |
| Best 3Y Total Return | 20.87% |
| Worst 3Y Total Return | 3.34% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QCBGX
Category
- YTD
- -0.63%
- 9.69%
- 1-Month
- -3.11%
- 0.91%
- 3-Month
- -0.63%
- 5.21%
- 1-Year
- 6.81%
- 27.06%
- 3-Year
- 5.53%
- 11.00%
- 5-Year
- 11.82%
- 10.26%
- 10-Year
- 6.71%
- 8.34%
- Last Bull Market
- 15.47%
- 15.58%
- Last Bear Market
- -11.85%
- -12.16%
Annual Total Return (%) History
Year
QCBGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.63% | -- | -- | -- |
| 2024 | 7.73% | 1.42% | 5.87% | 0.11% |
| 2023 | 4.40% | 2.19% | -3.64% | 10.03% |
| 2022 | -5.16% | -11.85% | -3.58% | 6.23% |
| 2021 | 2.68% | 6.56% | -0.09% | 6.29% |
| 2020 | -14.79% | 17.30% | 4.38% | 10.24% |
| 2019 | 10.20% | 2.90% | 0.11% | 3.77% |
| 2018 | 0.87% | 1.77% | 4.33% | -10.20% |
| 2017 | 3.16% | 1.30% | 4.02% | 3.94% |
| 2016 | 0.13% | 0.64% | 3.48% | 1.49% |
| 2015 | 1.90% | -1.26% | -5.30% | 1.50% |
| 2014 | 2.44% | 3.28% | -0.87% | 2.83% |
| 2013 | 6.75% | 0.82% | 5.17% | 6.79% |
| 2012 | 8.52% | -2.99% | 3.92% | 1.64% |
| 2011 | 5.84% | -0.89% | -12.12% | 6.78% |
| 2010 | 2.94% | -8.93% | 8.14% | 6.28% |
| 2009 | -8.08% | 10.52% | 11.19% | 3.26% |
| 2008 | -5.59% | -0.86% | -9.75% | -16.52% |
| 2007 | 1.35% | 3.19% | 1.80% | -0.55% |
| 2006 | 3.65% | -0.83% | 1.82% | 4.46% |
| 2005 | 1.23% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 58 |
| 1-Month | 66 |
| 3-Month | 58 |
| 1-Year | 19 |
| 3-Year | 20 |
| 5-Year | 16 |
Load Adjusted Returns
| 1-Year | 5.84% |
| 3-Year | 5.53% |
| 5-Year | 11.82% |
| 10-Year | 6.71% |
Performance & Risk
| YTD Return | -4.54% |
| 5y Average Return | 9.66% |
| Rank in Category (ytd) | 58 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Federated |
| Net Assets | 255.16M |
| YTD Return | -0.63% |
| Yield | 0.67% |
| 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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