Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMBPX (FEDERATED MORTGAGE STRATEGY PORTFOLIO FEDERATED MORTGAGE STRATEGY PORTFOLIO) | 0.39% | 6.47% | 4.59% | 0.56% | 1.61% | 1.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMBPX (FEDERATED MORTGAGE STRATEGY PORTFOLIO FEDERATED MORTGAGE STRATEGY PORTFOLIO) | 07/02/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 6.47 | 4.59 | 0.56 | 1.61 | 1.24 | NA | … | … | 0.39 | 8.84 | 1.44 | 5.21 | -11.53 | -0.94 | 4.78 | 6.28 | 1.13 | 2.76 | 2.09 | 1.67 | 2.90 | -4.85 | 0.00 | 1.38 | 0.52 | 0.49 |
| Sharpe Ratio | NA | 1.09 | 0.29 | -0.28 | 0.01 | NA | NA | … | … | -0.19 | 1.09 | -0.33 | 0.18 | -1.60 | -0.49 | 1.50 | 2.07 | -0.09 | 0.84 | 0.80 | 0.59 | 1.35 | -1.55 | -0.03 | 0.48 | 0.15 | 0.36 |
| Standard Deviation(%) | NA | 4.73 | 6.53 | 6.76 | 5.11 | NA | NA | … | … | 5.00 | 5.48 | 6.52 | 8.77 | 8.16 | 1.99 | 3.01 | 2.32 | 2.66 | 2.52 | 2.34 | 2.77 | 2.14 | 3.16 | 1.65 | 2.80 | 2.77 | 2.58 |
| Draw Down(%) | NA | 3.26 | 7.69 | 17.10 | 17.25 | NA | NA | … | … | 3.26 | 3.38 | 4.72 | 9.22 | 15.99 | 1.70 | 3.44 | 0.90 | 2.30 | 1.29 | 3.21 | 1.49 | 1.00 | 5.71 | 1.15 | 1.92 | 2.99 | 1.93 |
| Yield(%) | 0.00 | 4.71 | 4.55 | 3.36 | 3.07 | 2.29 | 1.77 | … | … | 1.69 | 4.99 | 4.56 | 4.18 | 2.67 | 2.31 | 2.73 | 3.32 | 3.10 | 2.84 | 2.50 | 2.85 | 0.24 | 0.00 | 0.00 | 0.00 | 0.42 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBPX (FEDERATED MORTGAGE STRATEGY PORTFOLIO FEDERATED MORTGAGE STRATEGY PORTFOLIO) |
-5.60%
Oct 2020 – Oct 2023 |
-0.90%
Oct 2017 – Oct 2022 |
-0.08%
Oct 2012 – Oct 2022 |
0.71%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMBPX (FEDERATED MORTGAGE STRATEGY PORTFOLIO FEDERATED MORTGAGE STRATEGY PORTFOLIO) |
6.04%
Oct 2022 – Oct 2025 |
3.46%
Jun 2015 – Jun 2020 |
1.93%
Feb 2016 – Feb 2026 |
1.48%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart