Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX)

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The chart shows the growth of an initial investment of $10,000 in Federated MDT Mid Cap Growth Fund Institutional Shares, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) has returned -9.48% so far this year and 8.47% over the past 12 months. Looking at the last ten years, FGSIX has achieved an annualized return of 13.82%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jan 29, 2010, FGSIX's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, your investment would double in approximately 5.0 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +16.7%, while the worst month was Mar 2020 at -15.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FGSIX closed higher 53% of trading days. The best single day was Nov 11, 2022 with a return of +11.4%, while the worst single day was Mar 16, 2020 at -12.5%.

Federated MDT Mid Cap Growth Fund Institutional Shares has an annualized alpha of 1.78%, beta of 1.03, and R² of 0.71 versus S&P 500 Index. Calculated based on daily prices since February 01, 2010.

• This fund captured 110.63% of S&P 500 Index gains and 104.64% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.03 and R² of 0.71, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

FGSIX has an expense ratio of 0.85%, placing it in the medium range.

FGSIX ranks 11 for risk / return — in the bottom 11% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and compare them to a chosen benchmark (S&P 500 Index).

Federated MDT Mid Cap Growth Fund Institutional Shares provided a 5.04% dividend yield over the last twelve months, with an annual payout of $3.00 per share.

The table displays the monthly dividend distributions for Federated MDT Mid Cap Growth Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Federated MDT Mid Cap Growth Fund Institutional Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Federated MDT Mid Cap Growth Fund Institutional Shares was 37.16%, occurring on Mar 23, 2020. Recovery took 72 trading sessions.

The current Federated MDT Mid Cap Growth Fund Institutional Shares drawdown is 13.36%.

The chart below shows the rolling one-month volatility.