Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDERX (FEDERATED EQUITY INCOME FUND INC CLASS R SHARES) | 7.01% | 20.03% | 14.82% | 7.10% | 9.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDERX (FEDERATED EQUITY INCOME FUND INC CLASS R SHARES) | 01/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 20.03 | 14.82 | 7.10 | 9.11 | NA | NA | … | … | 7.01 | 14.37 | 12.72 | 8.86 | -8.17 | 20.96 | 6.15 | 21.14 | -12.30 | 15.87 | 9.22 | -5.57 | 6.45 | 17.70 |
| Sharpe Ratio | NA | 1.77 | 0.94 | 0.32 | 0.43 | NA | NA | … | … | 1.33 | 0.76 | 0.82 | 0.41 | -0.49 | 1.40 | 0.16 | 1.72 | -0.87 | 2.09 | 0.70 | -0.35 | 0.53 | 1.58 |
| Standard Deviation(%) | NA | 9.84 | 12.50 | 14.63 | 17.24 | NA | NA | … | … | 10.38 | 15.14 | 11.09 | 12.70 | 19.86 | 15.00 | 35.91 | 11.47 | 15.71 | 7.30 | 12.88 | 15.79 | 12.11 | 12.26 |
| Draw Down(%) | NA | 6.30 | 15.56 | 19.11 | 36.88 | NA | NA | … | … | 6.30 | 15.03 | 7.44 | 12.15 | 19.11 | 6.69 | 36.88 | 7.72 | 22.14 | 3.78 | 12.07 | 12.79 | 10.30 | 5.95 |
| Yield(%) | 0.00 | 22.75 | 13.69 | 10.06 | 9.27 | 7.37 | 5.53 | … | … | 0.74 | 22.74 | 13.87 | 0.99 | 6.14 | 17.05 | 1.04 | 2.21 | 14.02 | 5.65 | 3.98 | 2.75 | 6.64 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDERX (FEDERATED EQUITY INCOME FUND INC CLASS R SHARES) |
-3.81%
Mar 2017 – Mar 2020 |
-1.09%
Mar 2015 – Mar 2020 |
4.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDERX (FEDERATED EQUITY INCOME FUND INC CLASS R SHARES) |
16.03%
Mar 2020 – Mar 2023 |
14.43%
Mar 2020 – Mar 2025 |
10.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart