Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMUIX (FEDERATED MUNI AND STOCK ADVANTAGE FUND INSTITUTIONAL SHARES) | 6.41% | 17.65% | 10.83% | 4.62% | 6.07% | 6.42% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMUIX (FEDERATED MUNI AND STOCK ADVANTAGE FUND INSTITUTIONAL SHARES) | 01/04/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 17.65 | 10.83 | 4.62 | 6.07 | 6.42 | NA | … | … | 6.41 | 9.85 | 8.90 | 10.18 | -10.52 | 8.02 | 8.67 | 13.59 | -5.25 | 11.36 | 6.32 | -0.44 | 7.20 | 9.07 | 9.34 | 11.53 |
| Sharpe Ratio | NA | 2.53 | 1.22 | 0.29 | 0.54 | NA | NA | … | … | 1.68 | 0.95 | 1.03 | 1.14 | -1.26 | 1.21 | 0.50 | 2.53 | -0.92 | 3.06 | 1.21 | -0.07 | 1.61 | 1.75 | 2.17 | 1.50 |
| Standard Deviation(%) | NA | 5.70 | 6.30 | 7.02 | 8.03 | NA | NA | … | … | 6.76 | 7.36 | 5.15 | 5.75 | 9.50 | 6.62 | 16.67 | 4.80 | 7.22 | 3.51 | 5.04 | 6.59 | 4.47 | 5.17 | 4.30 | 7.74 |
| Draw Down(%) | NA | 4.64 | 9.70 | 17.36 | 21.38 | NA | NA | … | … | 4.64 | 9.70 | 3.04 | 7.60 | 15.84 | 4.08 | 21.38 | 2.89 | 10.12 | 1.39 | 3.30 | 5.94 | 3.82 | 6.09 | 2.68 | 5.30 |
| Yield(%) | 0.00 | 2.25 | 2.61 | 2.28 | 3.19 | 3.89 | 3.09 | … | … | 0.95 | 2.04 | 2.41 | 2.97 | 2.19 | 2.52 | 2.47 | 2.86 | 7.05 | 2.61 | 2.55 | 3.14 | 4.21 | 3.64 | 4.32 | 4.38 |
Data as of 06/04/2026, Common starting date is 01/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUIX (FEDERATED MUNI AND STOCK ADVANTAGE FUND INSTITUTIONAL SHARES) |
0.66%
Apr 2021 – Apr 2024 |
2.13%
Sep 2017 – Sep 2022 |
3.65%
Oct 2013 – Oct 2023 |
6.08%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUIX (FEDERATED MUNI AND STOCK ADVANTAGE FUND INSTITUTIONAL SHARES) |
11.39%
Aug 2011 – Aug 2014 |
7.72%
Oct 2016 – Oct 2021 |
7.33%
Aug 2011 – Aug 2021 |
6.33%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart