Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPAX (FEDERATED CAPITAL INCOME FUND CLASS A SHARES) | 4.83% | 15.34% | 11.77% | 4.99% | 6.31% | 5.77% | 5.84% | … | … |
Data as of 06/03/2026, Common starting date is 06/14/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPAX (FEDERATED CAPITAL INCOME FUND CLASS A SHARES) | 06/14/1988 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 15.34 | 11.77 | 4.99 | 6.31 | 5.77 | 5.84 | … | … | 4.83 | 11.84 | 10.20 | 10.53 | -12.43 | 9.73 | 9.49 | 15.69 | -7.13 | 10.06 | 7.91 | -5.79 | 2.35 | 12.67 | 11.45 | 4.65 | 10.96 | 28.13 | -21.69 | 3.39 | 15.22 | 6.04 | 9.48 | 19.89 | -23.60 | -14.31 | -9.19 | 1.17 | 13.78 | 26.62 | 8.64 | 25.46 | -12.20 | 14.75 | 8.13 | 25.09 | 0.67 | 22.82 | 7.39 |
| Sharpe Ratio | NA | 2.21 | 1.27 | 0.31 | 0.54 | NA | NA | … | … | 1.26 | 1.12 | 1.13 | 1.05 | -1.25 | 1.41 | 0.52 | 2.86 | -1.10 | 2.76 | 1.29 | -0.76 | 0.42 | 2.31 | 2.10 | 0.51 | 1.35 | 3.05 | -1.44 | 0.04 | 2.75 | 0.88 | 1.70 | 2.53 | -1.20 | -1.19 | -0.67 | -0.20 | 0.93 | 2.40 | 0.49 | 3.67 | -1.70 | 2.17 | 1.17 | 3.52 | -0.58 | 2.32 | 1.08 |
| Standard Deviation(%) | NA | 5.88 | 6.93 | 7.92 | 8.72 | NA | NA | … | … | 7.03 | 8.00 | 5.82 | 6.63 | 11.17 | 6.90 | 17.77 | 4.97 | 7.79 | 3.42 | 5.95 | 7.70 | 5.49 | 5.47 | 5.46 | 9.06 | 8.06 | 9.18 | 15.69 | 5.74 | 4.31 | 4.30 | 5.01 | 7.57 | 20.55 | 14.24 | 20.08 | 10.93 | 11.09 | 9.53 | 10.01 | 5.86 | 8.97 | 5.78 | 4.79 | 5.98 | 8.33 | 7.27 | 7.88 |
| Draw Down(%) | NA | 4.44 | 8.62 | 17.76 | 23.36 | NA | NA | … | … | 4.44 | 8.62 | 3.09 | 6.38 | 17.74 | 3.56 | 23.36 | 2.85 | 12.10 | 1.74 | 5.51 | 9.80 | 7.47 | 6.15 | 4.51 | 8.77 | 7.83 | 10.77 | 30.29 | 4.59 | 3.29 | 3.68 | 5.82 | 10.26 | 36.71 | 18.74 | 18.98 | 7.89 | 9.27 | 6.00 | 8.80 | 2.17 | 13.85 | 5.11 | 4.47 | 3.11 | 9.43 | 2.86 | 3.56 |
| Yield(%) | 0.00 | 3.62 | 3.81 | 3.21 | 3.93 | 4.39 | 4.65 | … | … | 1.04 | 3.89 | 3.46 | 3.59 | 3.12 | 3.53 | 3.63 | 4.03 | 3.93 | 4.12 | 4.39 | 5.35 | 5.92 | 5.50 | 5.94 | 5.28 | 4.59 | 5.44 | 4.37 | 4.34 | 4.65 | 4.77 | 4.90 | 5.18 | 4.34 | 3.55 | 4.29 | 11.37 | 19.12 | 16.61 | 6.29 | 4.61 | 4.61 | 5.30 | 5.83 | 6.61 | 6.74 | 8.35 | 5.86 |
Data as of 06/03/2026, Common starting date is 06/14/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPAX (FEDERATED CAPITAL INCOME FUND CLASS A SHARES) |
-18.14%
Mar 2000 – Mar 2003 |
-8.99%
Mar 1998 – Mar 2003 |
-2.49%
Nov 1998 – Nov 2008 |
1.83%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPAX (FEDERATED CAPITAL INCOME FUND CLASS A SHARES) |
20.50%
Mar 1995 – Mar 1998 |
15.46%
Aug 1988 – Aug 1993 |
12.71%
Dec 1988 – Dec 1998 |
7.39%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart