Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFSX (FEDERATED MORTGAGE FUND SERVICE SHARES) | NA | 5.61% | 4.57% | -0.58% | 1.26% | 1.59% | 2.53% | … | … |
Data as of 11/14/2025, Common starting date is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFSX (FEDERATED MORTGAGE FUND SERVICE SHARES) | 06/27/1997 | 11/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.61 | 4.57 | -0.58 | 1.26 | 1.59 | 2.53 | … | … | 5.70 | 1.40 | 5.08 | -13.92 | -1.51 | 7.62 | 5.13 | 0.50 | 2.15 | 2.09 | 1.21 | 4.81 | -2.16 | 3.16 | 4.61 | 4.64 | 6.80 | 3.02 | 5.78 | 4.96 | 1.97 | 4.22 | 1.97 | 8.35 | 8.39 | 11.20 | 1.93 | 7.26 | 6.98 |
| Sharpe Ratio | NA | 0.54 | 0.18 | -0.46 | -0.05 | NA | NA | … | … | 0.74 | -0.39 | 0.18 | -1.98 | -0.47 | 0.98 | 1.43 | -0.33 | 0.61 | 0.87 | 0.48 | 2.26 | -0.75 | 1.79 | 1.64 | 1.53 | 1.91 | 0.31 | 0.71 | 0.49 | -0.11 | 0.95 | 0.44 | 1.85 | 1.50 | 1.74 | -0.34 | 1.10 | 2.46 |
| Standard Deviation(%) | NA | 4.85 | 6.35 | 6.10 | 5.16 | NA | NA | … | … | 4.84 | 5.67 | 7.82 | 7.79 | 3.24 | 7.45 | 2.55 | 2.65 | 2.46 | 2.16 | 2.49 | 2.12 | 2.91 | 1.75 | 2.80 | 2.96 | 3.51 | 6.61 | 3.70 | 3.13 | 2.73 | 3.42 | 2.81 | 3.89 | 4.04 | 4.02 | 4.28 | 3.43 | 4.23 |
| Draw Down(%) | NA | 3.26 | 8.09 | 19.09 | 19.09 | NA | NA | … | … | 2.89 | 4.37 | 8.09 | 17.85 | 3.39 | 12.13 | 0.93 | 2.44 | 1.28 | 3.34 | 1.25 | 0.73 | 4.22 | 0.70 | 1.28 | 2.56 | 1.73 | 4.16 | 2.43 | 1.89 | 2.07 | 3.14 | 1.99 | 1.85 | 2.25 | 2.65 | 3.28 | 1.67 | 0.89 |
| Yield(%) | 0.00 | 4.02 | 3.69 | 2.65 | 2.57 | 2.62 | 3.22 | … | … | 3.38 | 3.68 | 3.31 | 2.49 | 1.87 | 2.39 | 2.63 | 2.35 | 2.35 | 2.42 | 2.55 | 2.55 | 2.47 | 3.02 | 3.82 | 3.98 | 4.82 | 4.94 | 5.18 | 4.90 | 4.51 | 4.53 | 4.06 | 6.49 | 6.93 | 6.96 | 6.21 | 6.42 | 6.75 |
Data as of 11/14/2025, Common starting date is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFSX (FEDERATED MORTGAGE FUND SERVICE SHARES) |
-5.19%
Oct 2020 – Oct 2023 |
-1.34%
Oct 2017 – Oct 2022 |
0.12%
Oct 2012 – Oct 2022 |
1.45%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFSX (FEDERATED MORTGAGE FUND SERVICE SHARES) |
9.67%
Jan 2000 – Jan 2003 |
7.98%
Aug 1997 – Aug 2002 |
5.88%
Jan 2000 – Jan 2010 |
5.48%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison Chart