Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPBX (FEDERATED CAPITAL INCOME FUND CLASS B SHARES) | NA | -4.69% | 3.32% | 3.41% | 3.58% | 4.12% | 5.56% | … | … |
Data as of 02/03/2023, Common starting date is 12/01/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPBX (FEDERATED CAPITAL INCOME FUND CLASS B SHARES) | 12/01/1994 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | -4.69 | 3.32 | 3.41 | 3.58 | 4.12 | 5.56 | … | … | 4.11 | -11.35 | 9.52 | 8.39 | 14.86 | -7.94 | 9.20 | 7.08 | -6.54 | 1.58 | 11.94 | 10.45 | 3.89 | 10.34 | 27.12 | -22.28 | 2.62 | 14.33 | 5.24 | 8.42 | 18.98 | -24.29 | -14.95 | -9.87 | 0.40 | 12.83 | 25.74 | 7.83 | 24.59 | -0.29 |
| Sharpe Ratio | NA | -0.56 | 0.21 | 0.20 | 0.34 | NA | NA | … | … | 6.83 | -1.14 | 1.40 | 0.46 | 2.69 | -1.19 | 2.42 | 1.14 | -0.86 | 0.29 | 2.17 | 1.94 | 0.42 | 1.27 | 2.95 | -1.47 | -0.07 | 2.57 | 0.73 | 1.49 | 2.47 | -1.24 | -1.22 | -0.69 | -0.26 | 0.86 | 2.34 | 0.43 | 3.52 | -1.19 |
| Standard Deviation(%) | NA | 11.26 | 12.83 | 10.76 | 8.64 | NA | NA | … | … | 7.65 | 11.25 | 6.80 | 17.78 | 5.01 | 7.79 | 3.56 | 6.03 | 7.60 | 5.38 | 5.49 | 5.40 | 9.14 | 8.10 | 9.17 | 15.71 | 5.78 | 4.31 | 4.20 | 5.01 | 7.39 | 20.55 | 14.38 | 20.14 | 10.95 | 11.00 | 9.45 | 10.00 | 5.89 | 6.32 |
| Draw Down(%) | NA | 14.69 | 23.38 | 23.38 | 23.38 | NA | NA | … | … | 0.89 | 16.68 | 3.40 | 23.38 | 2.92 | 12.75 | 1.80 | 5.63 | 10.20 | 7.86 | 6.15 | 4.68 | 9.13 | 7.89 | 10.85 | 30.53 | 4.76 | 3.42 | 3.79 | 5.94 | 10.31 | 37.22 | 19.10 | 19.52 | 8.05 | 9.62 | 6.10 | 9.21 | 2.24 | 1.50 |
| Yield(%) | 0.00 | 2.46 | 2.70 | 2.86 | 3.49 | 3.76 | 4.93 | … | … | 0.16 | 2.35 | 2.64 | 2.78 | 3.13 | 3.18 | 3.34 | 3.62 | 4.55 | 5.15 | 4.73 | 5.15 | 4.55 | 3.91 | 4.61 | 3.66 | 3.59 | 3.87 | 4.01 | 3.95 | 4.43 | 3.43 | 2.84 | 3.56 | 10.64 | 18.36 | 15.79 | 5.55 | 3.85 | 1.13 |
Data as of 02/03/2023, Common starting date is 12/01/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPBX (FEDERATED CAPITAL INCOME FUND CLASS B SHARES) |
-18.78%
Mar 2000 – Mar 2003 |
-9.72%
Mar 1998 – Mar 2003 |
-3.27%
Nov 1998 – Nov 2008 |
1.46%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPBX (FEDERATED CAPITAL INCOME FUND CLASS B SHARES) |
19.64%
Mar 1995 – Mar 1998 |
13.91%
Feb 2009 – Feb 2014 |
7.94%
Mar 2003 – Mar 2013 |
6.57%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart