Nasdaq - Delayed Quote USD

Federated Hermes MDT Balanced R6 (QKBGX)

21.89
-0.09
(-0.41%)
At close: 8:01:14 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.11%
5y Average Return 9.87%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Jan 24, 2025) 21.56%
Worst 1Y Total Return (Jan 24, 2025) --
Best 3Y Total Return 21.56%
Worst 3Y Total Return 3.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
QKBGX
Category
YTD
17.03%
9.69%
1-Month
-3.10%
0.91%
3-Month
0.38%
5.21%
1-Year
17.03%
27.06%
3-Year
5.00%
11.00%
5-Year
9.55%
10.26%
10-Year
7.99%
8.34%
Last Bull Market
16.26%
15.58%
Last Bear Market
-11.65%
-12.16%

Annual Total Return (%) History

Year
QKBGX
Category
2024
17.03%
--
2023
14.28%
--
2022
-13.45%
--
2021
17.39%
--
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
2024 8.02% 1.71% 6.12% 0.38%
2023 4.64% 2.46% -3.39% 10.33%
2022 -4.88% -11.65% -3.34% 6.55%
2021 2.94% 6.83% 0.18% 6.57%
2020 -14.61% 17.55% 4.64% 10.55%
2019 10.44% 3.21% 0.32% 4.13%
2018 1.07% 2.07% 4.63% -10.02%
2017 3.50% 1.51% 4.25% 4.23%
2016 0.25% 0.76% 3.63% 1.75%
2015 2.06% -1.13% -5.23% 1.66%

2014 2.54% 3.37% -0.74% 2.96%
2013 6.93% 0.96% 5.32% 6.92%
2012 8.61% -2.88% 3.96% 1.65%
2011 5.96% -0.80% -12.07% 6.81%
2010 3.00% -8.83% 8.24% 6.20%
2009 -8.10% 10.64% 11.27% 3.29%
2008 -5.51% -0.77% -9.74% -16.38%
2007 1.57% 3.38% 1.92% -0.51%

Rank in Category (By Total Return)

YTD 8
1-Month 70
3-Month 20
1-Year 8
3-Year 12
5-Year 9

Load Adjusted Returns

1-Year 17.03%
3-Year 5.00%
5-Year 9.55%
10-Year 7.99%

Performance & Risk

YTD Return 3.11%
5y Average Return 9.87%
Rank in Category (ytd) 8
% 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 240.32M
YTD Return 17.03%
Yield 1.59%
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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