Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMUAX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS A SHARES) | 1.30% | 2.59% | 6.58% | 5.02% | 4.74% | 5.83% | 4.89% | 5.53% |
Data as of 07/16/2025, AR inception is 09/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMUAX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS A SHARES) | 09/25/2003 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 2.59 | 6.58 | 5.02 | 4.74 | 5.83 | 4.89 | 5.53 | 1.30 | 8.26 | 9.82 | -10.67 | 7.66 | 8.49 | 13.19 | -5.24 | 11.09 | 6.24 | -0.79 | 6.91 | 8.87 | 9.08 | 11.69 | 4.40 | 14.59 | -16.48 | 0.91 | 12.24 | 5.41 | 9.13 | 5.85 |
| Sharpe Ratio | NA | 0.12 | 0.49 | 0.46 | 0.42 | NA | NA | 0.58 | 0.07 | 0.32 | 0.98 | -1.27 | 1.16 | 0.49 | 2.49 | -0.90 | 2.95 | 1.20 | -0.12 | 1.55 | 1.69 | 2.06 | 1.50 | 0.61 | 1.64 | -1.42 | -0.42 | 2.46 | 0.88 | 1.91 | 7.20 |
| Standard Deviation(%) | NA | 7.58 | 6.81 | 7.22 | 8.11 | NA | NA | 7.27 | 9.01 | 5.16 | 5.72 | 9.50 | 6.59 | 16.67 | 4.74 | 7.28 | 3.56 | 5.03 | 6.58 | 4.45 | 5.24 | 4.41 | 7.78 | 7.08 | 8.82 | 12.24 | 5.03 | 3.67 | 3.68 | 4.29 | 3.22 |
| Draw Down(%) | NA | 9.73 | 9.73 | 17.48 | 21.45 | NA | NA | 24.49 | 9.73 | 3.04 | 7.66 | 15.93 | 4.10 | 21.45 | 2.84 | 10.15 | 1.39 | 3.30 | 6.10 | 3.85 | 6.10 | 2.69 | 5.31 | 6.29 | 9.02 | 20.10 | 4.59 | 2.07 | 2.66 | 5.27 | 0.30 |
| Yield(%) | 0.00 | 1.94 | 2.37 | 2.35 | 3.00 | 3.86 | 3.64 | 4.20 | 0.74 | 2.14 | 2.72 | 1.97 | 2.25 | 2.25 | 2.58 | 7.00 | 2.35 | 2.47 | 2.88 | 3.93 | 3.36 | 4.07 | 4.13 | 3.24 | 3.61 | 3.42 | 6.14 | 4.92 | 3.42 | 3.67 | 0.64 |
Data as of 07/16/2025, AR inception is 09/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUAX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS A SHARES) |
-4.19%
Feb 2006 - Feb 2009 |
0.26%
Feb 2004 - Feb 2009 |
3.43%
Oct 2013 - Oct 2023 |
3.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUAX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS A SHARES) |
12.96%
Feb 2009 - Feb 2012 |
11.24%
Feb 2009 - Feb 2014 |
7.58%
Feb 2009 - Feb 2019 |
6.63%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart