Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FULBX (FEDERATED ULTRASHORT BOND FUND SERVICE SHARES) | 2.13% | 5.09% | 4.77% | 2.78% | 2.18% | 1.78% | 2.07% | 4.12% |
Data as of 07/25/2025, AR inception is 06/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FULBX (FEDERATED ULTRASHORT BOND FUND SERVICE SHARES) | 06/27/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.09 | 4.77 | 2.78 | 2.18 | 1.78 | 2.07 | 4.12 | 2.13 | 6.16 | 5.44 | -1.05 | 0.04 | 2.29 | 3.32 | 1.24 | 1.36 | 1.31 | -0.09 | 0.44 | 0.17 | 2.28 | 0.76 | 2.81 | 9.10 | -4.33 | 2.99 | 4.57 | 2.40 | 1.39 | 1.10 | 1.55 | 5.72 | 6.95 | 9.22 | 31.67 | 20.11 |
| Sharpe Ratio | NA | 1.17 | 0.95 | 0.57 | 0.62 | NA | NA | 0.96 | 0.52 | 1.49 | 1.35 | -2.47 | 0.03 | 0.99 | 1.78 | -0.19 | 1.12 | 2.15 | -0.18 | 0.74 | 0.20 | 2.99 | 0.27 | 2.63 | 4.61 | -2.47 | -0.09 | 0.94 | 0.06 | 0.39 | 0.17 | 0.22 | 1.01 | 1.01 | 1.19 | 3.70 | 3.96 |
| Standard Deviation(%) | NA | 1.64 | 1.47 | 1.23 | 1.19 | NA | NA | 2.72 | 1.52 | 1.70 | 1.34 | 1.01 | 0.50 | 2.06 | 1.04 | 0.72 | 0.63 | 0.51 | 0.64 | 0.57 | 0.72 | 0.75 | 2.72 | 1.03 | 1.95 | 2.13 | 1.70 | 1.24 | 2.41 | 1.03 | 2.23 | 1.81 | 3.30 | 2.70 | 4.91 | 7.62 | 9.94 |
| Draw Down(%) | NA | 0.54 | 0.54 | 2.35 | 4.67 | NA | NA | 5.66 | 0.54 | 0.43 | 0.44 | 1.92 | 0.49 | 4.67 | 0.33 | 0.26 | 0.11 | 0.14 | 0.55 | 0.35 | 0.90 | 0.22 | 2.13 | 0.62 | 0.88 | 5.66 | 0.64 | 0.21 | 0.53 | 0.53 | 0.84 | 1.04 | 1.01 | 0.51 | 1.00 | 0.51 | 1.01 |
| Yield(%) | 0.00 | 4.54 | 3.75 | 2.55 | 2.02 | 1.71 | 10.06 | 9.61 | 2.00 | 4.81 | 3.36 | 1.31 | 0.70 | 1.50 | 2.18 | 1.89 | 1.24 | 0.86 | 0.68 | 0.66 | 0.93 | 1.28 | 1.52 | 1.69 | 2.44 | 3.33 | 4.42 | 3.83 | 3.64 | 2.43 | 2.66 | 4.06 | 5.58 | 6.73 | 10.85 | 26.41 | 18.12 |
Data as of 07/25/2025, AR inception is 06/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FULBX (FEDERATED ULTRASHORT BOND FUND SERVICE SHARES) |
0.13%
Feb 2013 - Feb 2016 |
0.59%
Apr 2013 - Apr 2018 |
0.82%
Oct 2012 - Oct 2022 |
1.25%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FULBX (FEDERATED ULTRASHORT BOND FUND SERVICE SHARES) |
18.97%
Jul 1997 - Jul 2000 |
13.19%
Jul 1997 - Jul 2002 |
7.72%
Jul 1997 - Jul 2007 |
5.77%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison Chart