Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBCX (FEDERATED GLOBAL ALLOCATION FUND CLASS C SHARES) | 7.05% | 18.68% | 12.72% | 1.95% | 4.85% | 4.55% | 4.50% | … | … |
Data as of 06/03/2026, Common starting date is 09/17/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBCX (FEDERATED GLOBAL ALLOCATION FUND CLASS C SHARES) | 09/17/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 18.68 | 12.72 | 1.95 | 4.85 | 4.55 | 4.50 | … | … | 7.05 | 15.71 | 8.24 | 10.34 | -16.01 | -5.94 | 10.43 | 16.98 | -9.25 | 16.12 | 2.51 | -5.09 | 2.88 | 17.58 | 11.06 | -3.63 | 10.13 | 20.16 | -23.35 | 7.77 | 11.25 | 1.95 | 5.67 | 16.43 | -11.00 | -0.11 | 4.25 | 1.93 | 10.37 | 22.99 | 6.62 |
| Sharpe Ratio | NA | 1.88 | 1.04 | -0.05 | 0.27 | NA | NA | … | … | 1.42 | 1.24 | 0.56 | 0.80 | -1.27 | -0.35 | 0.47 | 2.14 | -0.97 | 3.39 | 0.24 | -0.52 | 0.35 | 1.99 | 1.16 | -0.22 | 0.64 | 1.07 | -1.17 | 0.44 | 1.11 | -0.04 | 0.59 | 1.66 | -0.98 | -0.27 | 0.00 | -0.14 | 0.81 | 2.09 | 3.27 |
| Standard Deviation(%) | NA | 8.83 | 9.50 | 12.01 | 12.13 | NA | NA | … | … | 10.93 | 10.40 | 8.32 | 8.47 | 13.79 | 16.82 | 21.43 | 7.26 | 10.98 | 4.58 | 9.67 | 9.87 | 8.20 | 8.83 | 9.54 | 16.98 | 15.61 | 18.68 | 20.78 | 10.50 | 7.10 | 6.92 | 7.97 | 9.46 | 12.34 | 9.62 | 10.52 | 9.96 | 8.54 | 9.21 | 6.47 |
| Draw Down(%) | NA | 7.30 | 10.98 | 32.36 | 32.36 | NA | NA | … | … | 7.30 | 10.98 | 5.11 | 9.40 | 21.84 | 13.59 | 25.77 | 4.36 | 16.84 | 1.44 | 8.04 | 11.74 | 7.48 | 7.37 | 8.70 | 15.20 | 13.33 | 18.66 | 31.99 | 6.93 | 7.19 | 5.37 | 6.84 | 7.29 | 18.02 | 12.63 | 7.08 | 10.22 | 9.74 | 5.48 | 2.75 |
| Yield(%) | 0.00 | 6.10 | 3.22 | 1.73 | 2.13 | 3.10 | 3.52 | … | … | 0.20 | 6.39 | 1.41 | 0.92 | 0.79 | 0.60 | 0.57 | 2.17 | 4.37 | 0.87 | 1.20 | 0.50 | 9.48 | 12.94 | 2.12 | 0.34 | 0.21 | 1.13 | 1.49 | 11.94 | 11.99 | 2.76 | 1.12 | 1.05 | 1.38 | 1.95 | 4.86 | 4.79 | 7.65 | 17.93 | 11.08 |
Data as of 06/03/2026, Common starting date is 09/17/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBCX (FEDERATED GLOBAL ALLOCATION FUND CLASS C SHARES) |
-7.76%
Feb 2006 – Feb 2009 |
-3.32%
Feb 2004 – Feb 2009 |
-0.34%
Feb 1999 – Feb 2009 |
1.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBCX (FEDERATED GLOBAL ALLOCATION FUND CLASS C SHARES) |
16.40%
Feb 2009 – Feb 2012 |
13.89%
Feb 2009 – Feb 2014 |
8.07%
Feb 2009 – Feb 2019 |
5.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart