Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBKX (FEDERATED GLOBAL ALLOCATION FUND CLASS R SHARES) | 5.28% | 16.83% | 12.45% | 1.85% | 5.03% | 4.86% | 4.78% | … | … |
Data as of 06/05/2026, Common starting date is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBKX (FEDERATED GLOBAL ALLOCATION FUND CLASS R SHARES) | 04/10/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 16.83 | 12.45 | 1.85 | 5.03 | 4.86 | 4.78 | … | … | 5.28 | 16.11 | 7.87 | 10.73 | -15.77 | -5.25 | 10.86 | 17.40 | -8.97 | 16.48 | 2.85 | -4.82 | 3.22 | 18.03 | 11.47 | -3.33 | 10.48 | 20.60 | -23.08 | 8.03 | 11.59 | 2.25 | 6.06 | 16.65 |
| Sharpe Ratio | NA | 1.92 | 1.08 | -0.01 | 0.30 | NA | NA | … | … | 1.46 | 1.30 | 0.15 | 0.77 | -1.25 | -0.32 | 0.49 | 2.19 | -0.94 | 3.45 | 0.27 | -0.49 | 0.39 | 2.04 | 1.20 | -0.20 | 0.67 | 1.10 | -1.15 | 0.48 | 1.17 | 0.01 | 0.64 | 2.73 |
| Standard Deviation(%) | NA | 8.85 | 9.48 | 11.94 | 12.10 | NA | NA | … | … | 10.96 | 10.38 | 8.36 | 8.49 | 13.81 | 16.58 | 21.49 | 7.30 | 10.94 | 4.61 | 9.67 | 9.84 | 8.17 | 8.84 | 9.62 | 16.98 | 15.62 | 18.67 | 20.82 | 10.52 | 7.12 | 6.95 | 7.95 | 8.40 |
| Draw Down(%) | NA | 7.27 | 10.94 | 31.90 | 31.90 | NA | NA | … | … | 7.27 | 10.94 | 5.07 | 9.29 | 21.63 | 13.23 | 25.72 | 4.36 | 16.56 | 1.46 | 7.99 | 11.59 | 7.36 | 7.34 | 8.69 | 15.10 | 13.33 | 18.60 | 31.78 | 6.89 | 7.14 | 5.35 | 6.58 | 4.50 |
| Yield(%) | 0.00 | 6.28 | 3.52 | 1.97 | 2.46 | 3.41 | 3.77 | … | … | 0.27 | 6.58 | 1.74 | 1.25 | 1.07 | 0.95 | 0.92 | 2.50 | 4.58 | 1.18 | 1.50 | 0.65 | 9.48 | 12.98 | 2.44 | 0.65 | 0.21 | 1.42 | 1.74 | 12.12 | 12.24 | 2.99 | 1.40 | 0.55 |
Data as of 06/05/2026, Common starting date is 04/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBKX (FEDERATED GLOBAL ALLOCATION FUND CLASS R SHARES) |
-7.51%
Feb 2006 – Feb 2009 |
-3.02%
Feb 2004 – Feb 2009 |
1.21%
Oct 2013 – Oct 2023 |
2.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSBKX (FEDERATED GLOBAL ALLOCATION FUND CLASS R SHARES) |
16.80%
Feb 2009 – Feb 2012 |
14.29%
Feb 2009 – Feb 2014 |
8.44%
Feb 2009 – Feb 2019 |
6.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart