Nasdaq - Delayed Quote USD
Federated Hermes MDT Balanced R6 (QKBGX)
21.89
-0.09
(-0.41%)
At close: 8:01:14 PM EST
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 | 21.56% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| QKBGX | Category Average | QKBGX | Category Average | QKBGX | Category Average | |
| Alpha | 3.44 | -0.01 | 3.86 | -0.01 | 1.64 | -0 |
| BETA | 0.99 | 0.01 | 1.05 | 0.01 | 1.06 | 0.01 |
| Mean Annual Return | 0.48 | 0.01 | 0.84 | 0.01 | 0.69 | 0.01 |
| R-squared | 94.75 | 0.93 | 95.49 | 0.92 | 93.75 | 0.92 |
| Standard Deviation | 12.94 | 0.13 | 13.47 | 0.1 | 11.05 | 0.09 |
| Sharpe Ratio | 0.12 | 0.01 | 0.55 | 0.01 | 0.59 | 0.01 |
| Treynor Ratio | 0.74 | 0.09 | 6.59 | 0.09 | 5.78 | 0.07 |
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