Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAIX (Federated Capital Appreciation Instl) | NA | -2.24% | 2.45% | -1.35% | NA | NA | NA | … | … |
Data as of 04/19/2013, Common starting date is 01/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAIX (Federated Capital Appreciation Instl) | 01/28/2008 | 04/19/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.09 | -2.24 | 2.45 | -1.35 | NA | NA | NA | … | … | -2.69 | 10.29 | -5.06 | 13.14 | 14.40 | -24.42 |
| Sharpe Ratio | NA | -0.12 | 0.12 | -0.06 | NA | NA | NA | … | … | -0.35 | 0.71 | -0.22 | 0.78 | 0.60 | -0.77 |
| Standard Deviation(%) | NA | 19.93 | 20.15 | 24.32 | NA | NA | NA | … | … | 25.24 | 14.64 | 22.77 | 16.66 | 23.88 | 34.93 |
| Draw Down(%) | NA | 13.14 | 19.07 | 45.21 | NA | NA | NA | … | … | 13.14 | 13.37 | 19.07 | 16.08 | 23.70 | 39.22 |
| Yield(%) | 0.00 | 1.77 | 1.30 | 0.83 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 1.92 | 0.84 | 1.14 | 1.09 | 0.00 |
Data as of 04/19/2013, Common starting date is 01/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAIX (Federated Capital Appreciation Instl) |
-3.45%
Aug 2008 – Aug 2011 |
1.88%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAIX (Federated Capital Appreciation Instl) |
17.64%
Feb 2009 – Feb 2012 |
2.27%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart