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QKBGX — Federated Hermes MDT Balanced R6

Data as of 2026-10-02 · US · Broad · window 2016-10-02 → 2026-10-02 (10.0 years) · returns assume dividends reinvested, net of fund fees · Market Data from Tiingo.com

What the history says

QKBGX
Total return+174.05%
Annualised (CAGR)+10.61%
Volatility (annualised)+10.92%
Sharpe (rf = 0)0.97
Deepest drawdown-25.99%
Drawdown peak → trough2020-02-19 → 2020-03-23
Dividend yield (12m distributions)8.40% (as of 2026-10-02)

Over the 10.0 years to 2026-10-02 the fund returned +174.05% in total (+10.61% a year), with a deepest drawdown of -25.99% from 2020-02-19 to 2020-03-23. Its worst calendar year was 2022 (-13.45%), its best 2024 (+24.71%).

Every calendar year

Calendar-year returns (net of fees, dividends reinvested)
YearQKBGX
2026+6.18%
2025+14.17%
2024+24.71%
2023+14.28%
2022-13.45%
2021+17.39%
2020+15.95%
2019+19.07%
2018-2.88%
2017+14.15%
2016+2.00%

Common questions

How much has QKBGX returned over the last 10 years?

+174.05% in total, which works out to +10.61% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.

What was QKBGX's worst year?

2022 — its calendar-year return was -13.45% (net of fees, dividends reinvested). Its best year was 2024 (+24.71%).

How deep was QKBGX's worst drawdown?

-25.99%, from a peak on 2020-02-19 to a trough on 2020-03-23. From that trough it took 77 days (about 2.5 months) to climb back to the earlier peak.

Does QKBGX pay dividends?

Over the last 12 months it distributed 8.40% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.

What this page does not say

It does not say QKBGX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -25.99% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.

Run your own window, add fees or a second fund: open QKBGX in the tool. History is shown as history, never sold as a forecast.

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