Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LEIFX (FEDERATED EQUITY INCOME FUND INC CLASS A SHARES) | 6.56% | 11.03% | 10.48% | 12.52% | 7.28% | 9.58% | 7.18% | 7.94% |
Data as of 07/08/2025, AR inception is 01/29/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEIFX (FEDERATED EQUITY INCOME FUND INC CLASS A SHARES) | 01/29/1987 | 07/08/2025 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 11.03 | 10.48 | 12.52 | 7.28 | 9.58 | 7.18 | 7.94 | 6.56 | 12.97 | 9.05 | -7.95 | 21.12 | 6.43 | 21.27 | -12.14 | 16.06 | 9.49 | -5.37 | 7.94 | 31.61 | 11.25 | 7.46 | 11.91 | 15.71 | -29.65 | 2.15 | 23.01 | 3.31 | 13.02 | 24.27 | -19.54 | -11.09 | -11.00 | 17.63 | 15.78 | 25.12 | 17.92 | 31.38 | -3.85 | 20.24 | 9.58 | 42.19 | -12.45 | -0.87 | 36.09 | -9.53 |
| Sharpe Ratio | NA | 0.54 | 0.51 | 0.68 | 0.32 | NA | NA | 0.36 | 0.66 | 0.84 | 0.43 | -0.47 | 1.41 | 0.17 | 1.73 | -0.86 | 2.12 | 0.72 | -0.34 | 0.66 | 2.79 | 0.93 | 0.36 | 0.70 | 0.70 | -0.87 | -0.08 | 2.31 | 0.11 | 1.22 | 1.60 | -0.98 | -0.73 | -0.61 | 0.90 | 0.80 | 1.68 | 1.50 | 4.19 | -0.99 | 2.89 | 1.72 | 5.77 | -2.88 | -0.78 | 3.42 | -1.31 |
| Standard Deviation(%) | NA | 15.95 | 14.71 | 15.70 | 17.73 | NA | NA | 15.65 | 19.09 | 11.08 | 12.68 | 19.85 | 14.99 | 35.94 | 11.47 | 15.74 | 7.29 | 12.87 | 15.80 | 12.10 | 11.32 | 12.19 | 20.78 | 17.00 | 22.44 | 35.21 | 13.35 | 8.52 | 9.13 | 9.85 | 14.70 | 21.09 | 18.71 | 25.05 | 15.83 | 15.35 | 12.74 | 9.46 | 6.53 | 6.96 | 6.23 | 4.08 | 6.61 | 6.21 | 8.73 | 9.07 | 11.01 |
| Draw Down(%) | NA | 15.51 | 15.51 | 19.03 | 36.86 | NA | NA | 49.40 | 14.97 | 7.46 | 12.10 | 19.03 | 6.67 | 36.86 | 7.66 | 22.05 | 3.77 | 12.05 | 12.74 | 10.07 | 5.56 | 10.46 | 15.39 | 14.83 | 24.44 | 40.83 | 9.58 | 5.52 | 5.75 | 7.40 | 16.25 | 30.45 | 26.40 | 24.12 | 10.53 | 16.57 | 7.87 | 9.75 | 3.71 | 9.07 | 3.49 | 2.48 | 3.50 | 16.76 | 8.18 | 2.25 | 19.36 |
| Yield(%) | 0.00 | 13.16 | 7.72 | 9.68 | 6.90 | 9.37 | 6.89 | 9.52 | 0.46 | 14.16 | 1.39 | 6.41 | 17.25 | 1.23 | 2.38 | 14.19 | 5.82 | 4.23 | 2.96 | 8.02 | 7.25 | 3.36 | 2.98 | 3.17 | 3.15 | 2.61 | 5.63 | 2.79 | 2.18 | 2.07 | 2.54 | 1.14 | 1.60 | 3.65 | 1.53 | 8.50 | 8.31 | 5.28 | 3.91 | 3.80 | 4.34 | 5.53 | 10.07 | 9.41 | 8.39 | 9.94 | 7.79 |
Data as of 07/08/2025, AR inception is 01/29/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEIFX (FEDERATED EQUITY INCOME FUND INC CLASS A SHARES) |
-17.92%
Mar 2000 - Mar 2003 |
-5.58%
Mar 1998 - Mar 2003 |
-2.18%
Feb 1999 - Feb 2009 |
3.00%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEIFX (FEDERATED EQUITY INCOME FUND INC CLASS A SHARES) |
25.60%
Oct 1990 - Oct 1993 |
21.43%
Dec 1994 - Dec 1999 |
17.18%
Aug 1990 - Aug 2000 |
10.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart