Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPCX (FEDERATED CAPITAL INCOME FUND CLASS C SHARES) | 4.44% | 14.45% | 10.88% | 4.14% | 5.46% | 4.95% | 5.03% | … | … |
Data as of 06/03/2026, Common starting date is 06/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPCX (FEDERATED CAPITAL INCOME FUND CLASS C SHARES) | 06/01/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 14.45 | 10.88 | 4.14 | 5.46 | 4.95 | 5.03 | … | … | 4.44 | 11.00 | 9.19 | 9.75 | -13.16 | 8.84 | 8.56 | 14.76 | -7.84 | 9.21 | 7.11 | -6.57 | 1.62 | 11.85 | 10.61 | 3.76 | 10.37 | 27.16 | -22.29 | 2.63 | 14.37 | 5.24 | 9.08 | 18.98 | -24.49 | -14.96 | -9.88 | 0.40 | 12.83 | 25.66 | 7.81 | 24.34 | -12.71 | 5.38 |
| Sharpe Ratio | NA | 2.10 | 1.16 | 0.20 | 0.44 | NA | NA | … | … | 1.17 | 1.03 | 0.95 | 0.93 | -1.30 | 1.30 | 0.47 | 2.66 | -1.19 | 2.47 | 1.19 | -0.86 | 0.29 | 2.19 | 1.97 | 0.41 | 1.27 | 2.94 | -1.48 | -0.09 | 2.53 | 0.70 | 1.63 | 2.42 | -1.25 | -1.23 | -0.70 | -0.27 | 0.85 | 2.30 | 0.41 | 3.47 | -1.77 | 1.23 |
| Standard Deviation(%) | NA | 5.81 | 6.88 | 7.90 | 8.73 | NA | NA | … | … | 6.96 | 7.88 | 5.87 | 6.63 | 11.26 | 6.78 | 17.80 | 4.99 | 7.79 | 3.47 | 5.82 | 7.67 | 5.47 | 5.39 | 5.40 | 9.12 | 8.07 | 9.22 | 15.66 | 5.79 | 4.34 | 4.25 | 4.97 | 7.54 | 20.43 | 14.36 | 20.11 | 10.94 | 11.02 | 9.50 | 10.01 | 5.87 | 8.89 | 5.76 |
| Draw Down(%) | NA | 4.56 | 8.63 | 18.47 | 23.41 | NA | NA | … | … | 4.56 | 8.63 | 3.09 | 6.55 | 18.26 | 3.62 | 23.41 | 2.92 | 12.66 | 1.80 | 5.51 | 10.21 | 7.75 | 6.15 | 4.57 | 9.02 | 7.90 | 10.87 | 30.55 | 4.77 | 3.41 | 3.80 | 5.95 | 10.32 | 37.23 | 19.11 | 19.53 | 8.06 | 9.57 | 6.11 | 9.14 | 2.24 | 14.03 | 5.12 |
| Yield(%) | 0.00 | 2.79 | 2.91 | 2.45 | 3.06 | 3.58 | 3.82 | … | … | 0.78 | 3.00 | 2.62 | 2.76 | 2.37 | 2.68 | 2.81 | 3.15 | 3.19 | 3.33 | 3.64 | 4.55 | 5.20 | 4.76 | 5.15 | 4.56 | 3.93 | 4.61 | 3.69 | 3.60 | 3.89 | 4.01 | 4.54 | 4.40 | 3.28 | 2.85 | 3.56 | 10.65 | 18.36 | 15.78 | 5.54 | 3.82 | 3.92 | 3.28 |
Data as of 06/03/2026, Common starting date is 06/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPCX (FEDERATED CAPITAL INCOME FUND CLASS C SHARES) |
-18.86%
Mar 2000 – Mar 2003 |
-9.77%
Mar 1998 – Mar 2003 |
-3.23%
Nov 1998 – Nov 2008 |
1.06%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPCX (FEDERATED CAPITAL INCOME FUND CLASS C SHARES) |
19.60%
Mar 1995 – Mar 1998 |
14.40%
Jun 1994 – Jun 1999 |
8.02%
Mar 2003 – Mar 2013 |
6.61%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart