Federated Hermes MDT Large Cap Growth Fund Class C (QCLGX)

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Federated Hermes MDT Large Cap Growth Fund Class C (QCLGX) is up 9.3% since the beginning of the year. QCLGX is currently trading at $31 per share. Investors who bought $1,000 worth of QCLGX shares 5 years ago would now be looking at an investment worth $2,297.

Federated Hermes MDT Large Cap Growth Fund Class C (QCLGX) has returned 9.29% so far this year and 27.07% over the past 12 months. Looking at the last ten years, QCLGX has achieved an annualized return of 19.33%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.

Based on dividend-adjusted daily data since Jan 3, 2006, QCLGX's average daily return is +0.05%, while the average monthly return is +1.04%. At this rate, an investment would double in approximately 5.6 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +15.6%, while the worst month was Oct 2008 at -17.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, QCLGX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -12.0%.

Federated Hermes MDT Large Cap Growth Fund Class C has an annualized alpha of 2.98%, beta of 0.96, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since January 04, 2006.

• This fund captured 109.15% of S&P 500 Index gains but only 98.41% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 2.98% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 0.96 and R2 of 0.79, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

QCLGX has a high expense ratio of 1.79%, indicating above-average management fees.

QCLGX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund Class C (QCLGX) and compare them to S&P 500 Index.

Federated Hermes MDT Large Cap Growth Fund Class C provided a 4.32% dividend yield over the last twelve months, with an annual payout of $1.32 per share.

The table displays the monthly dividend distributions for Federated Hermes MDT Large Cap Growth Fund Class C. 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 Hermes MDT Large Cap Growth Fund Class C. 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 Hermes MDT Large Cap Growth Fund Class C was 54.01%, occurring on Mar 9, 2009. Recovery took 1019 trading sessions.

The chart below shows the rolling one-month volatility.