Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPFX (FEDERATED CAPITAL INCOME FUND CLASS F SHARES) | 4.72% | 15.23% | 11.75% | 4.97% | 6.30% | 5.76% | 5.83% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPFX (FEDERATED CAPITAL INCOME FUND CLASS F SHARES) | 06/21/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.73 | 15.23 | 11.75 | 4.97 | 6.30 | 5.76 | 5.83 | … | … | 4.72 | 11.97 | 10.09 | 10.54 | -12.45 | 9.74 | 9.47 | 15.70 | -7.16 | 10.05 | 7.77 | -5.80 | 2.47 | 12.70 | 11.32 | 4.66 | 10.96 | 28.05 | -21.59 | 3.27 | 15.39 | 5.90 | 9.79 | 19.89 | -24.04 | -14.31 | -9.17 | 1.17 | 13.80 | 26.57 | 9.57 |
| Sharpe Ratio | NA | 2.24 | 1.28 | 0.31 | 0.53 | NA | NA | … | … | 1.25 | 1.15 | 1.11 | 1.05 | -1.25 | 1.40 | 0.52 | 2.84 | -1.11 | 2.59 | 1.27 | -0.77 | 0.46 | 2.36 | 2.09 | 0.51 | 1.32 | 3.03 | -1.43 | 0.02 | 2.75 | 0.85 | 1.78 | 2.60 | -1.24 | -1.18 | -0.67 | -0.20 | 0.94 | 2.42 | 1.75 |
| Standard Deviation(%) | NA | 5.81 | 6.86 | 7.89 | 8.72 | NA | NA | … | … | 6.90 | 7.93 | 5.81 | 6.61 | 11.18 | 6.94 | 17.76 | 5.00 | 7.74 | 3.64 | 5.96 | 7.55 | 5.38 | 5.36 | 5.44 | 9.05 | 8.25 | 9.22 | 15.73 | 5.74 | 4.37 | 4.31 | 4.94 | 7.38 | 20.33 | 14.41 | 20.11 | 10.97 | 11.01 | 9.43 | 8.72 |
| Draw Down(%) | NA | 4.45 | 8.63 | 17.66 | 23.26 | NA | NA | … | … | 4.45 | 8.63 | 3.09 | 6.26 | 17.65 | 3.56 | 23.26 | 2.86 | 12.13 | 1.77 | 5.65 | 9.70 | 7.42 | 6.04 | 4.63 | 8.88 | 7.96 | 10.78 | 30.20 | 4.71 | 3.29 | 3.55 | 5.83 | 10.13 | 36.94 | 18.75 | 19.05 | 7.90 | 9.33 | 5.99 | 5.26 |
| Yield(%) | 0.00 | 3.61 | 3.81 | 3.22 | 3.93 | 4.38 | 4.64 | … | … | 1.05 | 3.88 | 3.46 | 3.60 | 3.12 | 3.54 | 3.60 | 4.02 | 3.92 | 4.11 | 4.40 | 5.33 | 5.92 | 5.52 | 5.94 | 5.28 | 4.59 | 5.37 | 4.38 | 4.34 | 4.66 | 4.77 | 5.19 | 5.19 | 3.78 | 3.55 | 4.32 | 11.39 | 19.14 | 16.63 | 5.00 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPFX (FEDERATED CAPITAL INCOME FUND CLASS F SHARES) |
-18.28%
Mar 2000 – Mar 2003 |
-9.10%
Mar 1998 – Mar 2003 |
-2.52%
Nov 1998 – Nov 2008 |
2.22%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPFX (FEDERATED CAPITAL INCOME FUND CLASS F SHARES) |
18.17%
Jul 1996 – Jul 1999 |
14.71%
Feb 2009 – Feb 2014 |
8.79%
Mar 2003 – Mar 2013 |
7.38%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart