Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPSX (FEDERATED CAPITAL INCOME FUND INSTITUTIONAL SHARES) | 5.13% | 15.56% | 12.16% | 5.24% | 6.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPSX (FEDERATED CAPITAL INCOME FUND INSTITUTIONAL SHARES) | 04/02/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 15.56 | 12.16 | 5.24 | 6.41 | NA | NA | … | … | 5.13 | 12.22 | 10.35 | 10.93 | -12.29 | 10.01 | 9.75 | 15.98 | -6.89 | 9.20 | 7.89 | -5.93 | 2.60 | 13.04 | 6.28 |
| Sharpe Ratio | NA | 2.27 | 1.33 | 0.34 | 0.55 | NA | NA | … | … | 1.30 | 1.18 | 1.16 | 1.11 | -1.22 | 1.44 | 0.53 | 2.92 | -1.06 | 2.44 | 1.29 | -0.78 | 0.48 | 2.35 | 1.51 |
| Standard Deviation(%) | NA | 5.89 | 6.89 | 7.94 | 8.73 | NA | NA | … | … | 7.00 | 7.96 | 5.78 | 6.61 | 11.31 | 6.94 | 17.71 | 4.97 | 7.81 | 3.52 | 5.97 | 7.68 | 5.44 | 5.53 | 5.61 |
| Draw Down(%) | NA | 4.39 | 8.57 | 17.53 | 23.31 | NA | NA | … | … | 4.39 | 8.57 | 3.08 | 6.32 | 17.46 | 3.53 | 23.31 | 2.95 | 11.91 | 1.76 | 5.50 | 9.66 | 7.37 | 6.11 | 4.48 |
| Yield(%) | 0.00 | 3.84 | 4.08 | 3.44 | 4.15 | 4.28 | 3.21 | … | … | 1.13 | 4.13 | 3.72 | 3.84 | 3.36 | 3.82 | 3.85 | 4.31 | 4.17 | 4.35 | 4.37 | 5.17 | 6.17 | 5.71 | 4.72 |
Data as of 06/04/2026, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPSX (FEDERATED CAPITAL INCOME FUND INSTITUTIONAL SHARES) |
-0.43%
Mar 2017 – Mar 2020 |
0.45%
Mar 2015 – Mar 2020 |
2.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPSX (FEDERATED CAPITAL INCOME FUND INSTITUTIONAL SHARES) |
12.27%
Sep 2022 – Sep 2025 |
8.50%
Mar 2020 – Mar 2025 |
6.76%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart