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LEIFX: FEDERATED EQUITY INCOME FUND INC CLASS A SHARES (MUTUAL FUND)
Basic Info 23.43 0.15(0.64%) July 03
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 01/29/1987 |
| Last Dividend Date: | 06/24/2025 |
| 12-Mo. Yield | 13.15% |
| Expenses | 1.36% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1987 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 7.5 | 11.9 | 10.9 | 12.8 | 7.2 | 9.9 | 7.3 | 7.9 | 13.0 | 9.1 | -8.0 | 21.1 | 6.4 | 21.3 | -12.1 | 16.1 | 9.5 | -5.4 | 7.9 | 31.6 | 11.2 | 7.5 | 11.9 | 15.7 | -29.6 | 2.1 | 23.0 | 3.3 | 13.0 | 24.3 | -19.5 | -11.1 | -11.0 | 17.6 | 15.8 | 25.1 | 17.9 | 31.4 | -3.8 | 20.2 | 9.6 | 42.2 | -12.4 | -0.9 | 36.1 | -9.5 |
| Sharpe Ratio | NA | 0.66 | 0.54 | 0.51 | 0.68 | 0.32 | NA | NA | 0.36 | 0.84 | 0.43 | -0.47 | 1.41 | 0.17 | 1.73 | -0.86 | 2.12 | 0.72 | -0.34 | 0.66 | 2.79 | 0.93 | 0.36 | 0.7 | 0.7 | -0.87 | -0.08 | 2.31 | 0.11 | 1.22 | 1.6 | -0.98 | -0.73 | -0.61 | 0.9 | 0.8 | 1.68 | 1.5 | 4.19 | -0.99 | 2.89 | 1.72 | 5.77 | -2.88 | -0.78 | 3.42 | -1.31 |
| Draw Down(%) | NA | 15.0 | 15.5 | 15.5 | 19.0 | 36.9 | NA | NA | 49.4 | 7.5 | 12.1 | 19.0 | 6.7 | 36.9 | 7.7 | 22.0 | 3.8 | 12.1 | 12.7 | 10.1 | 5.6 | 10.5 | 15.4 | 14.8 | 24.4 | 40.8 | 9.6 | 5.5 | 5.7 | 7.4 | 16.2 | 30.4 | 26.4 | 24.1 | 10.5 | 16.6 | 7.9 | 9.8 | 3.7 | 9.1 | 3.5 | 2.5 | 3.5 | 16.8 | 8.2 | 2.2 | 19.4 |
| Standard Deviation(%) | NA | 19.1 | 16.0 | 14.7 | 15.7 | 17.7 | NA | NA | 15.7 | 11.1 | 12.7 | 19.9 | 15.0 | 35.9 | 11.5 | 15.7 | 7.3 | 12.9 | 15.8 | 12.1 | 11.3 | 12.2 | 20.8 | 17.0 | 22.4 | 35.2 | 13.3 | 8.5 | 9.1 | 9.8 | 14.7 | 21.1 | 18.7 | 25.0 | 15.8 | 15.3 | 12.7 | 9.5 | 6.5 | 7.0 | 6.2 | 4.1 | 6.6 | 6.2 | 8.7 | 9.1 | 11.0 |
| Treynor Ratio | NA | 0.13 | 0.09 | 0.07 | 0.1 | 0.06 | NA | NA | 0.07 | 0.09 | 0.05 | -0.09 | 0.19 | 0.06 | 0.2 | -0.14 | 0.16 | 0.1 | -0.05 | 0.07 | 0.32 | 0.12 | 0.09 | 0.13 | 0.23 | -0.38 | -0.01 | 0.23 | 0.01 | 0.13 | 0.28 | -0.28 | -0.17 | -0.16 | 0.16 | 0.16 | 0.29 | 0.2 | 0.42 | -0.11 | 0.3 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | 0.0 | -0.02 | -0.03 | 0.02 | -0.01 | -0.03 | 0.0 | -0.02 | -0.02 | -0.02 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | -0.06 | 0.02 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.03 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.99 | 1.01 | 1.04 | 0.99 | NA | NA | 0.86 | 1.02 | 1.04 | 1.04 | 1.13 | 0.97 | 0.98 | 0.99 | 0.99 | 0.93 | 1.0 | 1.08 | 1.0 | 0.94 | 0.86 | 0.92 | 0.69 | 0.8 | 0.78 | 0.87 | 0.81 | 0.89 | 0.85 | 0.74 | 0.83 | 0.95 | 0.86 | 0.77 | 0.73 | 0.7 | 0.65 | 0.6 | 0.61 | -0.63 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.95 | 0.94 | NA | NA | 0.85 | 0.93 | 0.95 | 0.97 | 0.92 | 0.93 | 0.97 | 0.97 | 0.92 | 0.93 | 0.95 | 0.94 | 0.96 | 0.96 | 0.98 | 0.98 | 0.95 | 0.98 | 0.97 | 0.94 | 0.88 | 0.94 | 0.97 | 0.94 | 0.79 | 0.52 | 0.84 | 0.93 | 0.91 | 0.7 | 0.62 | 0.75 | 0.68 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.5 | 13.1 | 7.8 | 9.6 | 6.8 | 9.7 | 6.9 | N/A | 14.2 | 1.4 | 6.4 | 17.3 | 1.2 | 2.4 | 14.2 | 5.8 | 4.2 | 3.0 | 8.0 | 7.3 | 3.4 | 3.0 | 3.2 | 3.1 | 2.6 | 5.6 | 2.8 | 2.2 | 2.1 | 2.5 | 1.1 | 1.6 | 3.6 | 1.5 | 8.5 | 8.3 | 5.3 | 3.9 | 3.8 | 4.3 | 5.5 | 10.1 | 9.4 | 8.4 | 9.9 | 7.8 |
| Dividend Growth(%) | N/A | -96.8 | 1111.2 | 8.1 | 30.4 | 100.5 | 125.4 | N/A | N/A | 1002.8 | -81.7 | -60.5 | 1342.9 | -38.4 | -87.7 | 167.8 | 47.7 | 29.8 | -62.7 | 32.1 | 134.8 | 18.4 | 1.2 | 11.9 | -14.8 | -55.6 | 137.0 | 32.6 | 16.1 | -4.3 | 81.6 | -35.4 | -63.3 | 175.6 | -80.8 | 20.2 | 73.8 | 73.3 | -5.0 | 1.1 | -19.3 | -27.5 | -16.5 | 2.5 | 4.4 | 7.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1987
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