Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) | 6.14% | 1.43% | 1.92% | -1.08% | 4.83% | 8.64% | 6.34% | 7.93% |
Data as of 07/07/2025, AR inception is 09/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) | 09/21/1990 | 07/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 1.43 | 1.92 | -1.08 | 4.83 | 8.64 | 6.34 | 7.93 | 6.14 | 12.04 | 3.37 | -29.10 | 10.59 | -3.45 | 30.72 | -4.68 | 21.61 | 14.96 | 0.88 | 13.30 | 32.61 | 15.62 | 1.99 | 14.94 | 26.23 | -35.95 | 4.80 | 15.30 | 4.75 | 10.67 | 28.07 | -22.53 | -12.21 | -9.60 | 20.41 | 28.28 | 32.73 | 22.77 | 18.83 | 1.06 | 6.52 | 1.23 | 28.58 | 7.68 |
| Sharpe Ratio | NA | -0.01 | -0.02 | -0.12 | 0.15 | NA | NA | 0.30 | 0.48 | 0.32 | -0.04 | -1.09 | 0.55 | -0.09 | 2.35 | -0.35 | 3.15 | 0.54 | 0.05 | 1.17 | 2.93 | 1.23 | 0.08 | 0.82 | 0.96 | -0.89 | 0.11 | 1.20 | 0.25 | 0.87 | 1.60 | -0.91 | -0.71 | -0.62 | 0.95 | 1.22 | 1.59 | 1.60 | 0.93 | -0.19 | 0.49 | -0.11 | 1.75 | 1.43 |
| Standard Deviation(%) | NA | 22.79 | 23.08 | 23.61 | 22.90 | NA | NA | 19.78 | 24.16 | 16.89 | 23.58 | 28.03 | 19.05 | 39.61 | 12.50 | 17.10 | 6.70 | 27.13 | 15.57 | 11.39 | 11.11 | 12.73 | 23.54 | 18.05 | 27.20 | 41.36 | 16.06 | 10.04 | 10.33 | 11.15 | 17.13 | 26.00 | 20.87 | 22.14 | 18.04 | 20.49 | 18.31 | 11.96 | 16.15 | 9.78 | 9.07 | 10.56 | 14.16 | 18.37 |
| Draw Down(%) | NA | 26.20 | 26.20 | 39.04 | 39.04 | NA | NA | 54.64 | 18.82 | 13.30 | 17.66 | 30.62 | 16.19 | 33.80 | 6.80 | 19.38 | 2.59 | 14.50 | 12.10 | 7.38 | 5.53 | 9.74 | 18.73 | 15.67 | 27.06 | 47.84 | 10.21 | 7.55 | 7.00 | 7.56 | 13.72 | 33.33 | 29.19 | 16.85 | 11.89 | 19.21 | 10.82 | 7.40 | 14.96 | 8.47 | 4.89 | 5.79 | 5.47 | 6.09 |
| Yield(%) | 0.00 | 0.79 | 1.06 | 1.01 | 8.49 | 11.73 | 6.73 | 12.86 | 0.24 | 1.18 | 1.42 | 0.99 | 1.10 | 1.44 | 17.67 | 31.33 | 24.64 | 17.62 | 13.12 | 12.56 | 11.80 | 10.75 | 3.60 | 6.89 | 7.65 | 20.41 | 14.01 | 9.61 | 3.69 | 1.74 | 1.56 | 0.86 | 0.95 | 0.98 | 2.16 | 2.56 | 5.87 | 4.01 | 3.39 | 2.62 | 2.63 | 2.84 | 3.80 | 2.15 |
Data as of 07/07/2025, AR inception is 09/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) |
-16.50%
Mar 2000 - Mar 2003 |
-6.60%
Feb 2004 - Feb 2009 |
-3.64%
Feb 1999 - Feb 2009 |
3.59%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) |
29.15%
Jul 1996 - Jul 1999 |
24.50%
Dec 1994 - Dec 1999 |
16.77%
Feb 2009 - Feb 2019 |
10.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart