Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | -0.13% | 4.54% | 4.09% | -0.01% | 1.94% | 2.49% | 3.58% | … | … |
Data as of 06/04/2026, Common starting date is 10/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | 10/10/1996 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.54 | 4.09 | -0.01 | 1.94 | 2.49 | 3.58 | … | … | -0.13 | 7.30 | 2.02 | 5.21 | -12.69 | -1.70 | 7.49 | 9.73 | -0.86 | 4.42 | 4.97 | -0.14 | 5.29 | -0.85 | 6.50 | 6.23 | 6.97 | 12.15 | 0.65 | 7.04 | 5.08 | 2.23 | 5.01 | 5.31 | 8.85 | 8.08 | 11.29 | -0.85 | 9.08 | 10.57 | 3.66 |
| Sharpe Ratio | NA | 0.70 | 0.23 | -0.42 | 0.08 | NA | NA | … | … | -0.62 | 0.96 | -0.29 | 0.21 | -1.99 | -0.59 | 1.32 | 2.76 | -0.89 | 1.51 | 1.66 | -0.05 | 2.38 | -0.29 | 2.77 | 1.48 | 1.78 | 2.07 | -0.05 | 0.97 | 0.50 | -0.01 | 0.85 | 1.06 | 1.79 | 1.14 | 1.69 | -0.96 | 1.29 | 1.76 | 3.31 |
| Standard Deviation(%) | NA | 4.06 | 5.51 | 5.86 | 4.82 | NA | NA | … | … | 4.16 | 4.60 | 5.47 | 7.58 | 7.12 | 2.90 | 5.45 | 2.99 | 2.53 | 2.50 | 2.86 | 3.21 | 2.21 | 3.02 | 2.34 | 4.18 | 3.87 | 5.82 | 6.29 | 4.03 | 3.33 | 2.85 | 4.72 | 4.32 | 4.31 | 5.03 | 4.17 | 4.38 | 4.34 | 3.90 | 4.21 |
| Draw Down(%) | NA | 2.90 | 6.30 | 18.06 | 19.01 | NA | NA | … | … | 2.90 | 2.72 | 4.08 | 7.62 | 16.36 | 2.91 | 9.16 | 1.70 | 2.72 | 1.29 | 3.29 | 2.77 | 1.17 | 4.63 | 1.04 | 2.22 | 3.58 | 2.69 | 8.09 | 2.49 | 1.85 | 2.20 | 4.97 | 4.88 | 2.99 | 3.73 | 3.01 | 3.87 | 2.98 | 1.96 | 1.65 |
| Yield(%) | 0.00 | 4.18 | 4.22 | 3.12 | 3.19 | 3.43 | 4.09 | … | … | 1.44 | 4.58 | 4.38 | 3.87 | 2.54 | 1.86 | 2.90 | 3.58 | 3.34 | 3.26 | 3.73 | 3.42 | 3.85 | 3.88 | 5.08 | 4.95 | 4.32 | 5.11 | 5.46 | 5.30 | 5.01 | 4.85 | 4.89 | 4.77 | 5.83 | 6.80 | 6.98 | 6.14 | 5.95 | 7.04 | 1.75 |
Data as of 06/04/2026, Common starting date is 10/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
-5.73%
Oct 2020 – Oct 2023 |
-0.97%
Jul 2020 – Jul 2025 |
1.11%
Oct 2012 – Oct 2022 |
2.50%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
10.31%
May 2000 – May 2003 |
7.82%
Jan 2000 – Jan 2005 |
6.69%
Jan 2000 – Jan 2010 |
6.58%
Mar 1997 – Mar 2012 |
Annualized Rolling Returns Comparison Chart