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Federated Hermes MDT Large Cap Value R (QRLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.91-0.18 (-0.56%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.33%
5-year average return11.16%
Number of years up4
Number of years down2
Best 1-yr total return (24 June 2024)27.58%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return27.58%
Worst 3-yr total return5.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQRLVXCategory
YTD12.30%4.44%
1-month4.35%-4.04%
3-month5.68%4.09%
1-year30.93%14.37%
3-year8.67%6.04%
5-year12.67%9.20%
10-year8.80%8.57%
Last bull market29.01%22.97%
Last bear market-12.74%-11.27%

Annual total return (%) history

Year
QRLVXCategory
2024
N/AN/A
2023
12.05%11.63%
2022
-4.86%-5.90%
2021
27.58%26.22%
2020
5.55%2.91%
2019
20.16%25.04%
2018
-7.84%-8.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.93%N/AN/AN/A
20230.82%1.96%-1.18%10.31%
2022-0.26%-12.74%-3.68%13.48%
202110.45%6.73%-2.16%10.62%
2020-26.24%18.51%4.61%15.42%
201911.72%2.48%0.67%4.25%
2018-0.82%0.40%5.82%-12.54%

Rank in category (by total return)

YTD5
1-month9
3-month17
1-year6
3-year13
5-year29

Load adjusted returns

1-year30.93%
3-year8.67%
5-year12.67%
10-year8.80%