Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRKX (FEDERATED TOTAL RETURN BOND FUND CLASS R SHARES) | -0.26% | 3.84% | 3.35% | -0.69% | 1.24% | 1.79% | 2.86% | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRKX (FEDERATED TOTAL RETURN BOND FUND CLASS R SHARES) | 04/10/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.84 | 3.35 | -0.69 | 1.24 | 1.79 | 2.86 | … | … | -0.26 | 6.53 | 1.17 | 4.43 | -13.26 | -2.18 | 6.72 | 8.95 | -1.57 | 3.64 | 4.23 | -0.84 | 4.62 | -1.46 | 5.71 | 5.43 | 6.24 | 11.32 | -0.08 | 6.23 | 4.32 | 1.45 | 4.38 | 2.37 |
| Sharpe Ratio | NA | 0.52 | 0.09 | -0.54 | -0.07 | NA | NA | … | … | -0.69 | 0.80 | -0.45 | 0.10 | -2.08 | -0.77 | 1.19 | 2.58 | -1.19 | 1.22 | 1.43 | -0.28 | 2.17 | -0.50 | 2.55 | 1.32 | 1.62 | 1.95 | -0.17 | 0.78 | 0.28 | -0.29 | 0.73 | 0.60 |
| Standard Deviation(%) | NA | 3.99 | 5.48 | 5.82 | 4.78 | NA | NA | … | … | 4.17 | 4.55 | 5.45 | 7.50 | 7.09 | 2.86 | 5.42 | 2.90 | 2.50 | 2.44 | 2.80 | 3.15 | 2.12 | 2.98 | 2.24 | 4.10 | 3.79 | 5.75 | 6.24 | 3.95 | 3.23 | 2.76 | 4.67 | 4.34 |
| Draw Down(%) | NA | 3.03 | 6.53 | 18.96 | 20.20 | NA | NA | … | … | 3.03 | 2.72 | 4.16 | 7.97 | 16.77 | 2.97 | 9.16 | 1.70 | 2.96 | 1.29 | 3.46 | 3.21 | 1.17 | 4.71 | 1.04 | 2.28 | 3.64 | 2.69 | 8.20 | 2.56 | 2.05 | 2.26 | 5.12 | 5.57 |
| Yield(%) | 0.00 | 3.50 | 3.51 | 2.54 | 2.54 | 2.79 | 3.37 | … | … | 1.20 | 3.84 | 3.66 | 3.13 | 1.95 | 1.37 | 2.16 | 2.84 | 2.64 | 2.50 | 3.00 | 2.72 | 3.20 | 3.27 | 4.33 | 4.18 | 3.61 | 4.33 | 4.75 | 4.53 | 4.29 | 4.10 | 4.29 | 1.61 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FTRKX (FEDERATED TOTAL RETURN BOND FUND CLASS R SHARES) |
-6.33%
Oct 2020 – Oct 2023 |
-1.63%
Jul 2020 – Jul 2025 |
0.43%
Oct 2012 – Oct 2022 |
1.79%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRKX (FEDERATED TOTAL RETURN BOND FUND CLASS R SHARES) |
9.25%
Oct 2008 – Oct 2011 |
6.48%
Oct 2008 – Oct 2013 |
4.74%
May 2004 – May 2014 |
4.30%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart