Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSAFX (FEDERATED PRUDENT DOLLARBEAR FUND CLASS A SHARES) | NA | 10.46% | 0.26% | -2.95% | -0.27% | 1.94% | NA | 2.83% |
Data as of 12/19/2017, AR inception is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSAFX (FEDERATED PRUDENT DOLLARBEAR FUND CLASS A SHARES) | 03/30/2000 | 12/19/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.46 | 0.26 | -2.95 | -0.27 | 1.94 | NA | 2.83 | 9.64 | -2.71 | -5.33 | -8.57 | -6.29 | -0.14 | -0.23 | 4.55 | 5.52 | 0.31 | 10.71 | 11.52 | -4.23 | 3.41 | 14.27 | 25.43 | 0.98 | -4.78 |
| Sharpe Ratio | NA | 1.83 | 0.00 | -0.53 | -0.07 | NA | NA | 0.22 | 1.72 | -0.38 | -0.76 | -2.16 | -1.33 | -0.05 | -0.04 | 0.56 | 0.58 | -0.07 | 1.22 | 1.08 | -0.95 | 0.26 | 1.56 | 2.43 | -0.15 | -1.71 |
| Standard Deviation(%) | NA | 5.38 | 6.73 | 5.90 | 6.88 | NA | NA | 7.49 | 5.42 | 7.57 | 7.06 | 3.98 | 4.76 | 4.03 | 6.44 | 7.93 | 9.38 | 9.48 | 6.34 | 7.65 | 6.76 | 9.32 | 8.68 | 10.01 | 9.34 | 6.07 |
| Draw Down(%) | NA | 2.51 | 10.37 | 22.23 | 26.48 | NA | NA | 26.48 | 2.51 | 10.37 | 7.15 | 9.98 | 7.78 | 4.10 | 6.36 | 9.53 | 6.40 | 14.74 | 3.47 | 6.61 | 7.82 | 8.93 | 5.79 | 4.51 | 6.55 | 8.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.14 | 2.22 | 3.00 | 2.75 | 3.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.68 | 0.11 | 6.78 | 3.21 | 0.03 | 7.20 | 7.12 | 3.32 | 6.13 | 5.92 | 0.75 | 0.00 | 0.00 | 1.73 |
Data as of 12/19/2017, AR inception is 03/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAFX (FEDERATED PRUDENT DOLLARBEAR FUND CLASS A SHARES) |
-7.27%
Nov 2012 - Nov 2015 |
-4.82%
Feb 2012 - Feb 2017 |
-0.50%
Oct 2007 - Oct 2017 |
2.09%
Jun 2002 - Jun 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSAFX (FEDERATED PRUDENT DOLLARBEAR FUND CLASS A SHARES) |
14.10%
Mar 2001 - Mar 2004 |
10.53%
May 2001 - May 2006 |
7.91%
May 2001 - May 2011 |
3.80%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart