Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTRFX (FEDERATED TOTAL RETURN BOND FUND SERVICE SHARES) | 2.22% | 3.25% | 1.02% | -1.62% | 1.44% | 2.12% | 3.05% | 4.27% |
Data as of 07/25/2025, AR inception is 10/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRFX (FEDERATED TOTAL RETURN BOND FUND SERVICE SHARES) | 10/11/1996 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.21 | 3.25 | 1.02 | -1.62 | 1.44 | 2.12 | 3.05 | 4.27 | 2.22 | 0.27 | 4.55 | -12.93 | -1.90 | 7.17 | 9.40 | -1.15 | 4.10 | 4.66 | -0.44 | 4.97 | -1.08 | 6.18 | 5.91 | 6.67 | 11.82 | 0.37 | 6.70 | 4.79 | 1.92 | 4.81 | 5.00 | 8.88 | 7.78 | 10.94 | -1.14 | 8.77 | 10.25 | 3.31 |
| Sharpe Ratio | NA | 0.02 | -0.36 | -0.65 | 0.00 | NA | NA | 0.60 | 0.19 | -1.16 | 0.04 | -2.02 | -0.68 | 1.27 | 2.70 | -0.97 | 1.41 | 1.59 | -0.15 | 2.31 | -0.37 | 2.69 | 1.42 | 1.72 | 2.02 | -0.09 | 0.93 | 0.46 | -0.09 | 0.82 | 1.00 | 1.80 | 1.12 | 1.66 | -1.01 | 1.27 | 1.72 | 3.03 |
| Standard Deviation(%) | NA | 5.05 | 6.54 | 5.75 | 4.71 | NA | NA | 4.35 | 5.08 | 5.43 | 7.52 | 7.12 | 2.84 | 5.44 | 2.96 | 2.55 | 2.48 | 2.80 | 3.20 | 2.14 | 3.00 | 2.30 | 4.15 | 3.83 | 5.79 | 6.27 | 4.00 | 3.30 | 2.81 | 4.70 | 4.30 | 4.32 | 4.95 | 4.13 | 4.34 | 4.30 | 3.88 | 4.20 |
| Draw Down(%) | NA | 4.69 | 9.62 | 19.37 | 19.37 | NA | NA | 19.37 | 2.72 | 4.16 | 7.77 | 16.53 | 2.94 | 9.16 | 1.70 | 2.81 | 1.29 | 3.36 | 2.96 | 1.17 | 4.66 | 1.04 | 2.25 | 3.61 | 2.69 | 8.14 | 2.52 | 1.93 | 2.23 | 5.01 | 4.93 | 2.99 | 3.75 | 3.03 | 4.01 | 3.00 | 1.99 | 1.65 |
| Yield(%) | 0.00 | 3.11 | 2.91 | 2.26 | 2.75 | 3.13 | 3.64 | 4.67 | 1.36 | 3.06 | 3.24 | 2.30 | 1.66 | 2.60 | 3.27 | 3.06 | 2.94 | 3.43 | 3.12 | 3.54 | 3.65 | 4.78 | 4.64 | 4.02 | 4.79 | 5.19 | 4.98 | 4.74 | 4.56 | 4.70 | 4.46 | 5.85 | 6.51 | 6.66 | 5.85 | 5.66 | 6.75 | 1.71 |
Data as of 07/25/2025, AR inception is 10/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRFX (FEDERATED TOTAL RETURN BOND FUND SERVICE SHARES) |
-5.98%
Oct 2020 - Oct 2023 |
-1.19%
May 2020 - May 2025 |
0.83%
Oct 2012 - Oct 2022 |
2.20%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRFX (FEDERATED TOTAL RETURN BOND FUND SERVICE SHARES) |
10.09%
May 2000 - May 2003 |
7.59%
Jan 2000 - Jan 2005 |
6.41%
Jan 2000 - Jan 2010 |
6.30%
Mar 1997 - Mar 2012 |
Annualized Rolling Returns Comparison Chart