Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBBX (FEDERATED GLOBAL ALLOCATION FUND CLASS B SHARES) | NA | -7.25% | 2.58% | 2.71% | 4.23% | 3.81% | 4.83% | … | … |
Data as of 02/03/2023, Common starting date is 08/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBBX (FEDERATED GLOBAL ALLOCATION FUND CLASS B SHARES) | 08/30/1996 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | -7.25 | 2.58 | 2.71 | 4.23 | 3.81 | 4.83 | … | … | 5.45 | -16.30 | -6.30 | 10.06 | 14.76 | -13.57 | 15.23 | 1.31 | -5.60 | -6.40 | 4.38 | 8.88 | -3.95 | 9.87 | 18.83 | -24.70 | -4.10 | -0.86 | -0.80 | 4.55 | 15.22 | -12.28 | -2.03 | -0.71 | -2.86 | 2.44 | 4.84 | -1.79 |
| Sharpe Ratio | NA | -0.65 | 0.13 | 0.09 | 0.32 | NA | NA | … | … | 8.17 | -1.29 | -0.37 | 0.46 | -1.14 | -3.00 | -0.86 | -3.39 | -2.44 | -1.96 | -0.97 | -0.99 | -1.33 | -0.56 | 0.01 | -2.13 | -1.76 | -1.89 | -3.01 | -1.88 | -0.43 | -2.61 | -2.45 | -6.24 | 2.14 | 3.32 | -2.45 | 0.05 |
| Standard Deviation(%) | NA | 13.73 | 15.72 | 13.51 | 11.28 | NA | NA | … | … | 9.25 | 13.71 | 16.97 | 21.39 | 7.44 | 11.72 | 4.66 | 9.64 | 9.87 | 12.72 | 14.63 | 9.87 | 16.89 | 15.70 | 18.68 | 20.74 | 14.89 | 12.31 | 7.24 | 8.00 | 9.42 | 12.29 | 9.64 | 11.12 | 10.36 | 10.79 | 17.02 | 19.64 |
| Draw Down(%) | NA | 19.59 | 25.75 | 25.75 | 25.75 | NA | NA | … | … | 0.96 | 21.62 | 13.82 | 25.75 | 4.34 | 18.54 | 1.64 | 8.07 | 11.80 | 10.30 | 10.96 | 8.83 | 15.24 | 13.40 | 18.99 | 32.41 | 13.15 | 10.57 | 5.36 | 6.99 | 7.57 | 18.88 | 13.47 | 7.58 | 11.89 | 10.46 | 14.81 | 12.61 |
| Yield(%) | 0.00 | 0.77 | 6.00 | 4.80 | 4.95 | 3.95 | 5.03 | … | … | 0.00 | 0.75 | 14.08 | 1.72 | 2.08 | 4.28 | 0.79 | 1.12 | 0.44 | 9.42 | 12.88 | 2.10 | 0.30 | 0.21 | 0.98 | 1.45 | 12.16 | 11.89 | 2.73 | 1.26 | 1.05 | 1.38 | 1.95 | 4.84 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/03/2023, Common starting date is 08/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBBX (FEDERATED GLOBAL ALLOCATION FUND CLASS B SHARES) |
-7.73%
Feb 2006 – Feb 2009 |
-4.80%
Sep 1997 – Sep 2002 |
-0.75%
Feb 1999 – Feb 2009 |
1.73%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBBX (FEDERATED GLOBAL ALLOCATION FUND CLASS B SHARES) |
16.33%
Feb 2009 – Feb 2012 |
13.82%
Feb 2009 – Feb 2014 |
8.01%
Feb 2009 – Feb 2019 |
5.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart