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FSTBX: FEDERATED GLOBAL ALLOCATION FUND CLASS A SHARES (MUTUAL FUND)
Basic Info 21.52 0.11(0.51%) July 11
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 02/28/1980 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 2.19% |
| Expenses | 1.96% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/28/1980 |
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 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 7.9 | 9.5 | 9.5 | 3.4 | 3.7 | 5.6 | 4.7 | 7.1 | 8.2 | 11.2 | -15.4 | -4.8 | 11.4 | 17.9 | -8.6 | 17.1 | 3.3 | -4.4 | 3.6 | 18.5 | 11.9 | -2.8 | 10.9 | 21.4 | -22.7 | 8.4 | 12.2 | 2.7 | 6.2 | 17.2 | -10.3 | 0.6 | 5.0 | 3.0 | 11.1 | 24.0 | 13.7 | 16.5 | -2.5 | 10.5 | 3.2 | 15.9 | 0.2 | 7.5 | 6.1 | 2.0 | 6.3 | 19.3 | 13.9 | 21.4 | 30.0 | 4.2 | 12.4 |
| Sharpe Ratio | NA | 1.01 | 0.57 | 0.6 | 0.11 | 0.19 | NA | NA | 0.39 | 0.19 | 0.83 | -1.22 | -0.29 | 0.52 | 2.25 | -0.91 | 3.57 | 0.32 | -0.45 | 0.44 | 2.1 | 1.25 | -0.17 | 0.69 | 1.14 | -1.13 | 0.52 | 1.26 | 0.08 | 0.66 | 1.75 | -0.92 | -0.18 | 0.09 | -0.02 | 0.91 | 2.21 | 1.38 | 1.46 | -0.87 | 1.74 | 0.15 | 1.69 | -0.71 | 0.25 | 0.16 | -0.22 | 0.25 | 1.86 | 0.72 | 1.72 | 1.68 | -0.58 | 0.6 |
| Draw Down(%) | NA | 10.9 | 10.9 | 11.7 | 31.6 | 31.6 | NA | NA | 37.4 | 5.1 | 9.2 | 21.4 | 13.1 | 25.7 | 4.3 | 16.2 | 1.5 | 7.9 | 11.5 | 7.3 | 7.3 | 8.6 | 14.9 | 13.3 | 18.6 | 31.5 | 6.8 | 7.1 | 5.2 | 6.6 | 7.1 | 17.6 | 12.4 | 6.9 | 9.9 | 9.7 | 5.4 | 3.8 | 7.1 | 6.2 | 2.1 | 3.7 | 4.9 | 10.6 | 5.9 | 4.4 | 12.0 | 4.9 | 6.7 | 5.0 | 2.2 | 1.4 | 8.2 | 6.9 |
| Standard Deviation(%) | NA | 12.6 | 11.1 | 10.2 | 12.2 | 12.2 | NA | NA | 10.8 | 8.4 | 8.5 | 13.8 | 16.5 | 21.4 | 7.3 | 10.9 | 4.6 | 9.6 | 9.9 | 8.2 | 8.8 | 9.6 | 17.0 | 15.6 | 18.6 | 20.8 | 10.5 | 7.1 | 6.9 | 8.0 | 9.4 | 12.3 | 9.7 | 10.4 | 10.0 | 8.5 | 9.2 | 7.3 | 8.7 | 6.3 | 4.8 | 5.8 | 7.1 | 7.1 | 6.9 | 8.8 | 9.2 | 8.2 | 7.6 | 9.9 | 8.9 | 13.4 | 10.0 | 11.5 |
| Treynor Ratio | NA | 0.13 | 0.08 | 0.07 | 0.01 | 0.02 | NA | NA | 0.04 | 0.02 | 0.07 | -0.21 | -0.08 | 0.11 | 0.2 | -0.09 | 0.16 | 0.03 | -0.04 | 0.03 | 0.16 | 0.11 | -0.03 | 0.08 | 0.17 | -0.24 | 0.05 | 0.11 | 0.01 | 0.07 | 0.19 | -0.14 | -0.03 | 0.01 | 0.0 | 0.15 | 0.19 | 0.1 | 0.28 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | 0.02 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.01 | -0.04 | 0.0 | -0.03 | -0.02 | -0.04 | -0.02 | 0.0 | -0.01 | -0.06 | 0.04 | 0.04 | 0.0 | 0.02 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.81 | 0.87 | 0.91 | 0.99 | NA | NA | 0.97 | 0.72 | 0.96 | 0.8 | 0.61 | 1.05 | 0.82 | 1.09 | 1.05 | 1.09 | 1.16 | 1.16 | 1.14 | 1.05 | 1.07 | 1.38 | 1.26 | 0.96 | 1.18 | 0.8 | 0.78 | 0.81 | 0.88 | 0.8 | 0.65 | 1.06 | 0.72 | 0.53 | 1.06 | 1.06 | 0.45 | -0.34 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.79 | 0.86 | 0.68 | 0.75 | NA | NA | 0.57 | 0.73 | 0.88 | 0.84 | 0.21 | 0.9 | 0.43 | 0.71 | 0.79 | 0.91 | 0.91 | 0.91 | 0.94 | 0.84 | 0.86 | 0.92 | 0.87 | 0.89 | 0.83 | 0.71 | 0.48 | 0.57 | 0.71 | 0.79 | 0.58 | 0.5 | 0.22 | 0.45 | 0.38 | 0.49 | 0.1 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.0 | 2.2 | 2.0 | 1.7 | 2.2 | 4.0 | 4.0 | N/A | 2.2 | 1.7 | 1.4 | 1.4 | 1.3 | 2.9 | 5.0 | 1.6 | 1.9 | 1.1 | 9.7 | 13.3 | 2.9 | 1.1 | 0.2 | 2.1 | 2.2 | 12.5 | 12.7 | 3.5 | 1.6 | 1.8 | 2.1 | 2.7 | 5.6 | 5.7 | 8.4 | 18.5 | 14.2 | 4.0 | 3.3 | 3.5 | 4.2 | 5.0 | 5.7 | 6.4 | 5.7 | 5.1 | 5.7 | 6.7 | 7.0 | 7.6 | 9.3 | 8.9 | 8.1 |
| Dividend Growth(%) | N/A | -51.9 | 40.6 | -1.2 | -29.9 | -63.7 | -46.6 | -19.9 | N/A | 40.1 | -2.7 | -2.9 | 15.0 | -48.0 | -49.3 | 250.1 | -12.1 | 66.5 | -89.5 | -25.3 | 408.9 | 154.9 | 467.6 | -87.9 | -27.8 | -83.2 | -4.0 | 265.9 | 126.5 | 1.7 | -23.3 | -23.1 | -52.0 | -6.1 | -30.7 | -52.2 | 29.1 | 295.9 | 16.9 | -1.3 | -16.7 | -8.3 | -17.2 | -7.9 | 9.9 | 8.9 | -8.1 | -4.4 | 0.0 | 4.7 | -3.4 | 0.0 | 13.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/1980
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See World Allocation Asset Class Trend Rankings |
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