Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) | 3.94% | 8.08% | 7.70% | 4.97% | 4.42% | 6.47% | 6.40% | 7.72% |
Data as of 07/03/2025, AR inception is 08/30/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) | 08/30/1984 | 07/03/2025 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 8.08 | 7.70 | 4.97 | 4.42 | 6.47 | 6.40 | 7.72 | 3.94 | 4.46 | 12.67 | -12.97 | 6.51 | 6.73 | 15.29 | -4.68 | 7.45 | 14.49 | -3.56 | 4.05 | 12.18 | 18.38 | 3.48 | 15.73 | 55.54 | -28.11 | 3.13 | 11.18 | 2.46 | 11.68 | 22.84 | 0.37 | -1.81 | -9.47 | 2.02 | 1.06 | 13.25 | 13.48 | 18.40 | -2.42 | 17.38 | 15.02 | 52.55 | -12.56 | -1.17 | 16.21 | 0.70 | 15.63 | 21.79 | 3.33 |
| Sharpe Ratio | NA | 1.04 | 0.63 | 0.54 | 0.43 | NA | NA | 0.92 | 0.86 | -0.60 | 1.39 | -1.67 | 1.76 | 0.47 | 3.24 | -1.37 | 2.09 | 2.15 | -0.66 | 0.93 | 2.96 | 3.54 | 0.44 | 2.82 | 7.14 | -2.81 | 0.04 | 2.67 | 0.08 | 3.18 | 5.87 | -0.14 | -0.58 | -2.89 | -0.34 | -0.49 | 2.89 | 2.77 | 4.41 | -1.19 | 4.87 | 3.69 | 8.49 | -2.60 | -1.42 | 2.56 | -0.56 | 2.06 | 3.10 | 1.07 |
| Standard Deviation(%) | NA | 4.19 | 5.79 | 5.79 | 6.77 | NA | NA | 5.65 | 4.92 | 3.52 | 6.12 | 8.65 | 3.69 | 13.75 | 4.28 | 4.39 | 3.27 | 6.65 | 5.47 | 4.33 | 4.10 | 5.22 | 7.93 | 5.54 | 7.77 | 10.28 | 3.92 | 2.98 | 3.51 | 3.38 | 3.77 | 5.21 | 7.26 | 4.68 | 3.50 | 4.65 | 3.35 | 3.57 | 3.30 | 4.53 | 3.13 | 3.39 | 5.72 | 6.84 | 4.83 | 4.48 | 5.97 | 5.53 | 5.35 | 3.73 |
| Draw Down(%) | NA | 4.27 | 9.65 | 17.21 | 24.18 | NA | NA | 35.01 | 4.27 | 2.54 | 4.61 | 16.97 | 2.71 | 24.18 | 2.14 | 7.39 | 2.60 | 6.27 | 9.45 | 5.28 | 4.95 | 3.61 | 12.74 | 5.74 | 8.10 | 34.50 | 5.56 | 2.06 | 6.17 | 3.44 | 3.62 | 10.51 | 13.00 | 12.27 | 6.15 | 10.35 | 3.51 | 1.95 | 1.13 | 7.45 | 1.84 | 3.55 | 2.66 | 18.42 | 7.20 | 1.57 | 10.00 | 2.76 | 2.08 | 0.50 |
| Yield(%) | 0.00 | 3.92 | 4.65 | 4.20 | 4.51 | 5.99 | 5.89 | 6.59 | 1.68 | 3.72 | 5.24 | 4.08 | 3.24 | 4.75 | 5.45 | 6.00 | 4.80 | 5.25 | 4.87 | 4.93 | 5.42 | 6.88 | 6.66 | 6.70 | 10.47 | 7.67 | 7.22 | 7.85 | 7.43 | 8.18 | 9.09 | 9.29 | 10.43 | 10.16 | 9.30 | 8.66 | 8.91 | 9.57 | 9.92 | 9.03 | 9.80 | 11.03 | 16.21 | 14.35 | 13.06 | 13.24 | 11.62 | 12.34 | 13.29 | 4.29 |
Data as of 07/03/2025, AR inception is 08/30/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) |
-7.08%
Nov 2005 - Nov 2008 |
-2.48%
Oct 1997 - Oct 2002 |
0.13%
Nov 1998 - Nov 2008 |
2.98%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) |
27.61%
Jan 1991 - Jan 1994 |
20.57%
Nov 2008 - Nov 2013 |
12.13%
Oct 1987 - Oct 1997 |
10.55%
Sep 1984 - Sep 1999 |
Annualized Rolling Returns Comparison Chart