Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEIBX (FEDERATED EQUITY INCOME FUND INC CLASS B SHARES) | NA | 3.10% | 14.96% | 9.81% | 9.41% | 7.04% | 8.23% | … | … |
Data as of 02/03/2023, Common starting date is 10/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEIBX (FEDERATED EQUITY INCOME FUND INC CLASS B SHARES) | 10/21/1994 | 02/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 3.10 | 14.96 | 9.81 | 9.41 | 7.04 | 8.23 | … | … | 4.27 | -8.26 | 38.83 | 5.46 | 19.93 | -12.40 | 15.20 | 8.62 | -6.16 | 7.06 | 30.59 | 10.35 | 6.59 | 10.73 | 14.83 | -30.24 | 1.33 | 22.02 | 2.55 | 12.44 | 23.35 | -19.70 | -11.81 | -11.62 | 16.74 | 14.87 | 24.25 | 17.13 | 30.32 | -3.45 |
| Sharpe Ratio | NA | 0.07 | 0.53 | 0.35 | 0.48 | NA | NA | … | … | 3.78 | -0.49 | 1.80 | 0.14 | 1.61 | -0.88 | 1.99 | 0.65 | -0.39 | 0.58 | 2.70 | 0.85 | 0.32 | 0.63 | 0.66 | -0.88 | -0.13 | 2.20 | 0.04 | 1.18 | 1.54 | -0.98 | -0.76 | -0.63 | 0.86 | 0.75 | 1.62 | 1.42 | 3.54 | -2.64 |
| Standard Deviation(%) | NA | 20.97 | 27.08 | 22.71 | 18.23 | NA | NA | … | … | 14.55 | 19.83 | 21.57 | 35.90 | 11.49 | 15.64 | 7.35 | 12.86 | 15.84 | 12.14 | 11.32 | 12.18 | 20.73 | 16.94 | 22.50 | 35.23 | 13.34 | 8.55 | 9.19 | 9.77 | 14.68 | 21.19 | 18.77 | 25.05 | 15.80 | 15.38 | 12.72 | 9.51 | 7.48 | 7.80 |
| Draw Down(%) | NA | 18.91 | 36.89 | 36.92 | 36.92 | NA | NA | … | … | 3.08 | 19.20 | 6.74 | 36.92 | 7.76 | 22.19 | 3.89 | 12.16 | 12.94 | 10.23 | 5.65 | 10.59 | 15.54 | 14.87 | 24.59 | 41.26 | 9.84 | 5.58 | 5.87 | 7.52 | 16.43 | 30.48 | 26.74 | 24.54 | 10.66 | 16.68 | 7.93 | 9.88 | 3.70 | 6.24 |
| Yield(%) | 0.00 | 5.95 | 8.19 | 7.21 | 7.11 | 5.41 | 7.18 | … | … | 0.00 | 5.85 | 16.73 | 0.52 | 1.11 | 13.46 | 5.01 | 3.46 | 2.13 | 7.33 | 6.40 | 2.56 | 2.15 | 2.17 | 2.33 | 1.93 | 4.85 | 1.97 | 1.40 | 1.54 | 1.77 | 0.94 | 0.90 | 2.91 | 0.78 | 7.73 | 7.45 | 4.49 | 3.06 | 0.92 |
Data as of 02/03/2023, Common starting date is 10/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEIBX (FEDERATED EQUITY INCOME FUND INC CLASS B SHARES) |
-18.38%
Mar 2000 – Mar 2003 |
-6.19%
Mar 1998 – Mar 2003 |
-2.87%
Feb 1999 – Feb 2009 |
2.23%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEIBX (FEDERATED EQUITY INCOME FUND INC CLASS B SHARES) |
23.78%
Dec 1994 – Dec 1997 |
20.53%
Dec 1994 – Dec 1999 |
11.12%
Feb 2009 – Feb 2019 |
8.15%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart