Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FGSAX (FEDERATED MDT MID-CAP GROWTH FUND CLASS A SHARES) | -5.11% | 12.41% | 11.24% | 8.87% | 7.90% | 9.51% | 8.25% | 8.90% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FGSAX (FEDERATED MDT MID-CAP GROWTH FUND CLASS A SHARES) | 09/20/1984 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/20/1984.
AR inception is since 09/20/1984.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 9.03 | 12.41 | 11.24 | 8.87 | 7.90 | 9.51 | 8.25 | 8.90 | -5.11 | 27.77 | 27.05 | -26.25 | -3.52 | 26.08 | 27.95 | -3.23 | 24.38 | 9.96 | -4.90 | 13.75 | 40.45 | 6.69 | -3.59 | 18.89 | 30.87 | -42.75 | 17.97 | 8.70 | 12.82 | 15.19 | 40.33 | -26.84 | -22.57 | -19.29 | 70.71 | 16.34 | 27.62 | 23.17 | 12.25 | -14.83 | 4.49 | 7.77 | 29.45 | -10.79 | 20.16 | 22.79 | -6.55 | 18.14 | 33.79 | 2.90 |
Sharpe Ratio | NA | 0.24 | 0.28 | 0.25 | 0.26 | NA | NA | 0.30 | -0.51 | 1.25 | 1.39 | -0.82 | -0.11 | 0.69 | 1.75 | -0.23 | 2.44 | 0.55 | -0.31 | 1.02 | 3.26 | 0.39 | -0.13 | 0.85 | 1.09 | -1.05 | 0.85 | 0.35 | 0.77 | 0.97 | 2.07 | -1.08 | -0.99 | -0.59 | 2.82 | 0.48 | 1.19 | 1.38 | 0.36 | -1.61 | 0.24 | 0.54 | 2.08 | -1.00 | 1.15 | 1.11 | -0.34 | 0.95 | 2.78 | 0.50 |
Standard Deviation(%) | NA | 25.09 | 24.39 | 26.43 | 23.87 | NA | NA | 21.81 | 36.20 | 16.92 | 16.61 | 33.82 | 31.41 | 37.06 | 15.16 | 19.84 | 9.79 | 17.72 | 15.99 | 13.44 | 12.39 | 16.98 | 28.09 | 22.10 | 28.16 | 41.56 | 17.78 | 15.49 | 13.88 | 14.75 | 19.11 | 25.87 | 25.47 | 39.36 | 23.97 | 27.08 | 20.12 | 14.12 | 23.35 | 11.02 | 10.15 | 9.94 | 12.30 | 16.01 | 12.58 | 16.28 | 31.25 | 14.63 | 10.30 | 9.37 |
Draw Down(%) | NA | 27.63 | 27.63 | 49.38 | 49.38 | NA | NA | 66.16 | 24.51 | 11.82 | 13.08 | 32.12 | 29.48 | 37.19 | 7.57 | 24.28 | 3.96 | 14.68 | 12.70 | 10.54 | 6.20 | 16.25 | 25.40 | 17.57 | 21.80 | 54.35 | 12.18 | 17.36 | 9.39 | 14.28 | 12.39 | 34.19 | 36.73 | 39.05 | 11.14 | 36.02 | 14.15 | 14.48 | 21.66 | 19.94 | 7.54 | 9.72 | 8.43 | 24.62 | 15.16 | 11.39 | 37.96 | 9.98 | 10.43 | 3.46 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.92 | 7.11 | 6.74 | 14.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.62 | 12.17 | 15.11 | 0.98 | 19.34 | 15.27 | 16.28 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 11.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 6.11 | 15.11 | 0.00 | 26.37 | 12.78 | 0.86 | 1.12 | 0.84 | 1.35 | 3.15 | 3.97 | 3.52 | 2.01 | 1.47 | 2.00 | 2.86 | 1.47 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FGSAX (FEDERATED MDT MID-CAP GROWTH FUND CLASS A SHARES) |
-27.53%
Feb 2000 - Feb 2003 |
-8.50%
Feb 2000 - Feb 2005 |
-3.74%
Feb 2000 - Feb 2010 |
2.16%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FGSAX (FEDERATED MDT MID-CAP GROWTH FUND CLASS A SHARES) |
42.82%
Mar 1997 - Mar 2000 |
31.02%
Feb 1995 - Feb 2000 |
17.26%
Feb 1990 - Feb 2000 |
15.69%
Feb 1985 - Feb 2000 |
Annualized Rolling Returns Comparison Chart