Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FEUGX (FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES) | -0.11% | 3.08% | 2.63% | 1.53% | 1.22% | 1.05% | 1.83% | 3.70% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FEUGX (FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES) | 12/20/1985 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 12/20/1985.
AR inception is since 12/20/1985.
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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.11 | 3.08 | 2.63 | 1.53 | 1.22 | 1.05 | 1.83 | 3.70 | -0.11 | 4.35 | 4.62 | -1.93 | -0.22 | 0.96 | 2.54 | 1.65 | 0.67 | 0.26 | -0.32 | 0.78 | -0.34 | 1.23 | 1.19 | 1.62 | 4.17 | 4.16 | 5.51 | 4.30 | 2.39 | 1.58 | 1.62 | 2.79 | 6.26 | 6.57 | 4.51 | 4.21 | 6.32 | 6.51 | 8.82 | 0.27 | 4.28 | 3.71 | 14.71 | 6.64 | 15.87 | 7.26 | -1.84 | 8.83 | 0.60 |
Sharpe Ratio | NA | -2.11 | -1.07 | -0.83 | -0.41 | NA | NA | 0.46 | -2.55 | -1.29 | 0.21 | -2.76 | -0.31 | 0.50 | 1.30 | 0.43 | 0.07 | 0.08 | -0.54 | 1.27 | -0.48 | 1.46 | 1.19 | 1.27 | 2.62 | 1.15 | 1.32 | 0.66 | 0.20 | 0.64 | 0.90 | 1.54 | 1.89 | 1.33 | 0.64 | 0.34 | 1.42 | 1.43 | 2.31 | -1.47 | 1.53 | 0.64 | 2.06 | 0.18 | 1.48 | 0.34 | -0.55 | 1.44 | 7.46 |
Standard Deviation(%) | NA | 1.55 | 1.61 | 1.33 | 1.15 | NA | NA | 3.15 | 1.15 | 1.73 | 1.74 | 1.21 | 0.79 | 1.44 | 0.87 | 0.81 | 0.63 | 0.66 | 0.64 | 0.60 | 0.77 | 0.82 | 0.97 | 1.21 | 1.55 | 2.79 | 1.92 | 1.57 | 1.09 | 1.00 | 1.03 | 1.09 | 2.12 | 1.87 | 1.99 | 2.59 | 1.96 | 2.09 | 2.16 | 1.83 | 1.43 | 2.07 | 5.30 | 7.49 | 6.88 | 7.53 | 10.57 | 3.23 | 3.17 |
Draw Down(%) | NA | 0.64 | 1.76 | 2.67 | 2.67 | NA | NA | 12.86 | 0.64 | 0.64 | 0.64 | 2.35 | 0.39 | 2.37 | 0.21 | 0.21 | 0.31 | 0.32 | 0.60 | 0.10 | 0.73 | 0.34 | 0.41 | 0.66 | 0.53 | 2.31 | 0.52 | 0.32 | 0.31 | 0.66 | 0.47 | 0.31 | 0.52 | 0.42 | 0.73 | 1.34 | 0.31 | 0.52 | 0.62 | 1.21 | 0.30 | 1.77 | 2.86 | 6.11 | 4.07 | 6.10 | 12.86 | 1.84 | 0.00 |
Yield(%) | 0.00 | 2.61 | 3.15 | 2.01 | 1.64 | 1.34 | 1.92 | 3.66 | 0.00 | 3.94 | 4.28 | 1.44 | 0.16 | 1.07 | 2.31 | 1.74 | 0.98 | 0.67 | 0.50 | 0.47 | 0.58 | 0.93 | 0.98 | 1.00 | 2.05 | 3.86 | 4.96 | 4.32 | 2.88 | 1.98 | 1.92 | 2.76 | 5.37 | 6.06 | 5.24 | 5.54 | 6.06 | 5.90 | 6.19 | 4.80 | 4.70 | 5.75 | 7.11 | 7.37 | 8.03 | 7.96 | 7.46 | 8.58 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FEUGX (FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES) |
-0.42%
Oct 2019 - Oct 2022 |
0.14%
Aug 2012 - Aug 2017 |
0.36%
Oct 2012 - Oct 2022 |
1.03%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FEUGX (FEDERATED ADJUSTABLE RATE SECURITIES FUND INSTITUTIONAL SHARES) |
12.33%
Dec 1988 - Dec 1991 |
10.86%
Sep 1987 - Sep 1992 |
7.92%
Sep 1987 - Sep 1997 |
6.96%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison Chart