Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISHIX (FEDERATED BOND FUND CLASS F SHARES) | 0.03% | 4.79% | 4.71% | 0.49% | 2.73% | 3.29% | 4.38% | … | … |
Data as of 06/03/2026, Common starting date is 06/16/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISHIX (FEDERATED BOND FUND CLASS F SHARES) | 06/16/1987 | 06/03/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 4.79 | 4.71 | 0.49 | 2.73 | 3.29 | 4.38 | … | … | 0.03 | 7.00 | 2.40 | 7.74 | -14.63 | -0.07 | 8.83 | 13.85 | -2.95 | 6.62 | 7.53 | -1.65 | 5.77 | 0.78 | 10.25 | 6.01 | 10.33 | 26.43 | -10.33 | 5.05 | 5.82 | 1.88 | 6.71 | 12.87 | 6.73 | 7.32 | 4.80 | -2.34 | 5.62 | 10.92 | 5.40 | 20.18 | -3.36 | 14.75 | 15.94 | 44.62 | -9.59 | 1.32 | 9.08 | 3.70 |
| Sharpe Ratio | NA | 0.68 | 0.37 | -0.35 | 0.23 | NA | NA | … | … | -0.49 | 1.03 | -0.25 | 0.61 | -2.02 | -0.03 | 1.08 | 3.95 | -1.54 | 2.29 | 2.13 | -0.46 | 2.43 | 0.21 | 4.25 | 1.29 | 2.61 | 4.87 | -1.59 | 0.52 | 0.88 | -0.14 | 1.89 | 3.23 | 1.40 | 1.07 | 0.16 | -1.26 | 0.48 | 1.97 | 0.37 | 5.30 | -1.50 | 3.06 | 4.39 | 9.71 | -2.62 | -1.42 | 2.20 | 3.71 |
| Standard Deviation(%) | NA | 3.50 | 4.89 | 5.72 | 5.14 | NA | NA | … | … | 3.76 | 4.03 | 4.93 | 6.75 | 7.97 | 3.64 | 7.92 | 3.13 | 2.82 | 2.61 | 3.43 | 3.63 | 2.36 | 3.55 | 2.42 | 4.63 | 3.93 | 5.41 | 7.06 | 3.65 | 2.74 | 2.67 | 3.03 | 3.77 | 3.97 | 4.63 | 3.62 | 4.53 | 4.46 | 3.66 | 4.70 | 3.06 | 4.28 | 4.09 | 3.04 | 4.17 | 5.73 | 3.26 | 1.90 | 0.69 |
| Draw Down(%) | NA | 2.53 | 5.32 | 19.99 | 19.99 | NA | NA | … | … | 2.53 | 2.66 | 3.23 | 5.97 | 18.97 | 3.95 | 14.62 | 1.76 | 3.61 | 1.62 | 3.20 | 5.10 | 1.44 | 5.86 | 1.39 | 3.93 | 3.19 | 4.88 | 17.95 | 2.37 | 1.66 | 2.63 | 4.29 | 4.73 | 3.51 | 3.01 | 3.59 | 4.56 | 4.14 | 2.70 | 4.55 | 1.34 | 7.57 | 2.29 | 3.46 | 1.88 | 17.20 | 6.04 | 1.28 | 0.00 |
| Yield(%) | 0.00 | 3.44 | 3.60 | 3.01 | 3.42 | 3.83 | 4.56 | … | … | 1.20 | 3.75 | 3.56 | 3.59 | 3.03 | 3.08 | 3.32 | 3.96 | 3.49 | 4.01 | 3.60 | 5.52 | 4.32 | 4.37 | 5.06 | 5.45 | 5.80 | 7.04 | 6.03 | 5.24 | 5.50 | 5.51 | 5.95 | 6.66 | 6.69 | 7.65 | 7.93 | 6.90 | 6.82 | 7.24 | 7.06 | 8.39 | 7.45 | 8.05 | 8.34 | 14.52 | 12.91 | 12.46 | 10.06 | 4.12 |
Data as of 06/03/2026, Common starting date is 06/16/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHIX (FEDERATED BOND FUND CLASS F SHARES) |
-4.34%
Oct 2020 – Oct 2023 |
-0.12%
Oct 2017 – Oct 2022 |
1.80%
Oct 2012 – Oct 2022 |
3.30%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISHIX (FEDERATED BOND FUND CLASS F SHARES) |
25.36%
Oct 1990 – Oct 1993 |
17.45%
Dec 1990 – Dec 1995 |
11.10%
Jan 1991 – Jan 2001 |
9.63%
Dec 1990 – Dec 2005 |
Annualized Rolling Returns Comparison Chart