Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) | 8.43% | 25.83% | 21.44% | 6.79% | 9.75% | 10.68% | 8.59% | … | … |
Data as of 06/05/2026, Common starting date is 09/21/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISPX (FEDERATED MAX-CAP INDEX FUND INSTITUTIONAL SHARES) | 09/21/1990 | 06/05/2026 |
| 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 | 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 (%) | -2.53 | 25.83 | 21.44 | 6.79 | 9.75 | 10.68 | 8.59 | … | … | 8.43 | 17.67 | 24.46 | 26.24 | -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 | 1.89 | 1.22 | 0.22 | 0.38 | NA | NA | … | … | 1.31 | 0.79 | 1.65 | 1.74 | -1.09 | 0.55 | -0.09 | 2.34 | -0.36 | 3.14 | 0.54 | 0.05 | 1.17 | 2.93 | 1.23 | 0.08 | 0.82 | 0.96 | -0.89 | 0.10 | 1.19 | 0.24 | 0.87 | 1.60 | -0.91 | -0.71 | -0.62 | 0.94 | 1.21 | 1.58 | 1.58 | 0.92 | -0.21 | 0.48 | -0.12 | 1.73 | 1.41 |
| Standard Deviation(%) | NA | 12.25 | 14.92 | 19.13 | 21.48 | NA | NA | … | … | 14.00 | 18.73 | 12.67 | 13.11 | 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 | 8.77 | 18.82 | 38.91 | 38.91 | NA | NA | … | … | 8.77 | 18.82 | 8.57 | 10.11 | 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 | 8.63 | 14.14 | 6.82 | 10.13 | 11.26 | 6.93 | … | … | 0.20 | 8.76 | 14.01 | 23.42 | 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 06/05/2026, Common starting date 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 |
12.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart