Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMSBX (FEDERATED MUNICIPAL BOND FUND INC CLASS B SHARES) | NA | -5.27% | -1.19% | 1.19% | 1.33% | 2.23% | 2.40% | … | … |
Data as of 02/03/2023, Common starting date is 07/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMSBX (FEDERATED MUNICIPAL BOND FUND INC CLASS B SHARES) | 07/28/1994 | 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 (%) | 0.36 | -5.27 | -1.19 | 1.19 | 1.33 | 2.23 | 2.40 | … | … | 3.42 | -10.30 | 1.52 | 3.72 | 7.25 | -0.68 | 4.34 | -0.47 | 1.91 | 9.01 | -4.85 | 7.53 | 10.21 | -0.58 | 12.49 | -7.58 | -0.43 | 3.79 | 2.40 | 3.35 | 3.67 | 9.13 | 2.67 | 11.05 | -7.21 | 4.62 | 8.39 | -0.94 | 11.87 | -2.71 |
| Sharpe Ratio | NA | -1.42 | -0.34 | 0.06 | 0.21 | NA | NA | … | … | 12.06 | -2.41 | 0.90 | 0.44 | 2.92 | -1.18 | 1.79 | -0.26 | 0.94 | 4.69 | -1.34 | 3.05 | 3.36 | -0.20 | 3.43 | -1.13 | -1.31 | 0.23 | 0.09 | 0.68 | 0.79 | 2.25 | 0.12 | 2.65 | -3.63 | 0.44 | 1.58 | -0.95 | 2.56 | -1.98 |
| Standard Deviation(%) | NA | 5.00 | 5.45 | 4.39 | 3.59 | NA | NA | … | … | 3.43 | 4.87 | 1.65 | 7.82 | 2.00 | 1.70 | 2.08 | 2.58 | 2.00 | 1.92 | 3.65 | 2.47 | 3.03 | 3.29 | 3.61 | 7.48 | 2.65 | 2.19 | 2.46 | 3.54 | 3.78 | 3.56 | 3.03 | 2.65 | 2.88 | 2.98 | 3.08 | 4.61 | 3.14 | 4.88 |
| Draw Down(%) | NA | 13.32 | 15.43 | 15.43 | 15.43 | NA | NA | … | … | 0.41 | 14.99 | 2.27 | 11.79 | 1.75 | 2.67 | 1.32 | 6.20 | 2.87 | 1.30 | 8.82 | 2.27 | 3.11 | 7.01 | 3.14 | 14.48 | 4.26 | 1.45 | 2.47 | 5.85 | 5.95 | 4.30 | 4.49 | 3.03 | 9.32 | 2.20 | 2.21 | 6.19 | 1.52 | 6.00 |
| Yield(%) | 0.15 | 1.43 | 1.91 | 2.20 | 2.17 | 2.51 | 2.69 | … | … | 0.15 | 1.38 | 2.39 | 2.02 | 2.50 | 2.53 | 2.17 | 2.13 | 2.25 | 2.54 | 2.43 | 2.70 | 3.18 | 3.02 | 3.62 | 3.35 | 3.32 | 3.52 | 3.48 | 3.36 | 3.24 | 3.91 | 3.72 | 4.82 | 4.13 | 3.80 | 4.39 | 4.74 | 5.47 | 2.30 |
Data as of 02/03/2023, Common starting date is 07/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMSBX (FEDERATED MUNICIPAL BOND FUND INC CLASS B SHARES) |
-3.22%
Oct 2019 – Oct 2022 |
-0.65%
Oct 2017 – Oct 2022 |
0.57%
Oct 2012 – Oct 2022 |
1.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMSBX (FEDERATED MUNICIPAL BOND FUND INC CLASS B SHARES) |
8.58%
May 2000 – May 2003 |
6.31%
Jan 2000 – Jan 2005 |
4.51%
Dec 1994 – Dec 2004 |
4.16%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart