Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FDBAX (FEDERATED BOND FUND CLASS A SHARES) | 3.48% | 5.05% | 3.35% | 0.05% | 2.78% | 3.63% | 4.28% | 5.00% |
Data as of 07/25/2025, AR inception is 07/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDBAX (FEDERATED BOND FUND CLASS A SHARES) | 07/21/1995 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.05 | 3.35 | 0.05 | 2.78 | 3.63 | 4.28 | 5.00 | 3.48 | 2.44 | 7.82 | -14.66 | 0.03 | 8.81 | 13.86 | -2.98 | 6.67 | 7.51 | -1.63 | 5.84 | 0.84 | 10.23 | 5.96 | 10.43 | 26.46 | -10.25 | 5.00 | 5.89 | 1.93 | 6.18 | 13.08 | 5.04 | 7.24 | 4.82 | -2.35 | 5.52 | 11.08 | 5.21 | 7.94 |
| Sharpe Ratio | NA | 0.41 | 0.00 | -0.36 | 0.26 | NA | NA | 0.75 | 0.70 | -0.25 | 0.62 | -2.03 | 0.00 | 1.08 | 3.86 | -1.61 | 2.34 | 2.14 | -0.47 | 2.50 | 0.23 | 4.22 | 1.29 | 2.65 | 4.82 | -1.60 | 0.50 | 0.90 | -0.13 | 1.65 | 3.28 | 0.93 | 1.04 | 0.17 | -1.26 | 0.45 | 2.02 | 0.33 | 5.54 |
| Standard Deviation(%) | NA | 4.58 | 6.13 | 5.69 | 5.11 | NA | NA | 4.45 | 4.61 | 4.77 | 6.73 | 7.96 | 3.64 | 7.89 | 3.21 | 2.72 | 2.58 | 3.40 | 3.56 | 2.33 | 3.51 | 2.43 | 4.58 | 3.90 | 5.47 | 6.98 | 3.71 | 2.76 | 2.67 | 3.14 | 3.76 | 4.17 | 4.67 | 3.63 | 4.52 | 4.54 | 3.64 | 4.71 | 2.70 |
| Draw Down(%) | NA | 3.86 | 9.87 | 20.07 | 20.07 | NA | NA | 20.07 | 2.57 | 3.14 | 5.92 | 19.04 | 3.89 | 14.65 | 1.88 | 3.54 | 1.63 | 3.22 | 5.02 | 1.35 | 5.80 | 1.40 | 3.94 | 3.11 | 4.78 | 17.80 | 2.39 | 1.66 | 2.63 | 4.31 | 4.64 | 4.26 | 3.02 | 3.49 | 4.66 | 4.15 | 2.70 | 4.54 | 0.61 |
| Yield(%) | 0.00 | 3.39 | 3.52 | 2.99 | 3.60 | 4.16 | 4.54 | 5.04 | 1.86 | 3.60 | 3.62 | 3.06 | 3.10 | 3.35 | 3.99 | 3.52 | 4.04 | 3.67 | 5.59 | 4.38 | 4.46 | 5.11 | 5.51 | 5.87 | 7.09 | 6.08 | 5.30 | 5.55 | 5.57 | 5.55 | 6.71 | 5.25 | 7.69 | 7.96 | 6.91 | 6.92 | 7.29 | 7.07 | 3.91 |
Data as of 07/25/2025, AR inception is 07/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBAX (FEDERATED BOND FUND CLASS A SHARES) |
-4.34%
Oct 2020 - Oct 2023 |
-0.12%
Oct 2017 - Oct 2022 |
1.81%
Oct 2012 - Oct 2022 |
3.65%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDBAX (FEDERATED BOND FUND CLASS A SHARES) |
15.84%
Oct 2008 - Oct 2011 |
11.68%
Nov 2008 - Nov 2013 |
7.53%
Oct 2002 - Oct 2012 |
6.58%
May 1996 - May 2011 |
Annualized Rolling Returns Comparison Chart