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FSTLX: FEDERATED MDT LARGE CAP VALUE FUND CLASS R6 SHARES (MUTUAL FUND)
Basic Info 42.14 0.23(0.54%) November 06
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 07/06/2016 |
| Last Dividend Date: | 06/16/2026 |
| 12-Mo. Yield | 6.16% |
| Expenses | 1.44% |
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Performance Analytics (As of 11/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 22.1 | 27.9 | 26.1 | 15.1 | 14.0 | 14.1 | 19.8 | 22.8 | 12.9 | -4.1 | 28.5 | 6.3 | 21.1 | -7.1 | 14.4 | 13.1 |
| Sharpe Ratio | NA | 2.28 | 2.36 | 1.86 | 0.82 | 0.69 | 0.7 | 1.04 | 1.75 | 0.67 | -0.26 | 2.1 | 0.16 | 1.69 | -0.56 | 1.69 | 2.52 |
| Draw Down(%) | NA | 6.1 | 6.1 | 15.1 | 17.7 | 38.6 | 38.6 | 14.4 | 7.3 | 11.7 | 17.7 | 5.4 | 38.6 | 6.9 | 18.3 | 4.6 | 4.1 |
| Standard Deviation(%) | NA | 11.3 | 11.3 | 13.2 | 15.5 | 17.8 | 17.6 | 16.3 | 11.0 | 13.9 | 21.8 | 13.6 | 36.8 | 11.6 | 15.3 | 8.2 | 11.2 |
| Treynor Ratio | NA | 0.38 | 0.39 | 0.33 | 0.16 | 0.14 | 0.14 | 0.22 | 0.27 | 0.1 | -0.07 | 0.34 | 0.06 | 0.23 | -0.1 | 0.14 | 0.26 |
| Alpha | NA | 0.06 | 0.07 | 0.03 | 0.02 | 0.0 | 0.0 | 0.02 | 0.02 | -0.04 | 0.05 | 0.03 | -0.05 | -0.02 | -0.01 | -0.02 | 0.03 |
| Beta | NA | 0.67 | 0.68 | 0.75 | 0.8 | 0.89 | 0.89 | 0.79 | 0.71 | 0.91 | 0.83 | 0.83 | 1.01 | 0.86 | 0.86 | 1.01 | 1.08 |
| RSquared | NA | 0.61 | 0.63 | 0.76 | 0.82 | 0.86 | 0.86 | 0.84 | 0.71 | 0.78 | 0.9 | 0.7 | 0.93 | 0.9 | 0.92 | 0.76 | 0.84 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | 7.4 | 16.4 | 2.4 | 12.5 | 20.4 | 1.6 | 3.4 | 8.7 | 10.5 | 4.9 |
| Dividend Growth(%) | N/A | -93.0 | N/A | N/A | N/A | N/A | N/A | -52.1 | 670.1 | -84.2 | -33.6 | 1199.3 | -44.1 | -67.3 | -14.6 | 134.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2016
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