Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIMAX (FEDERATED INTERCONTINENTAL FUND CLASS A SHARES) | NA | -9.42% | -7.25% | -0.77% | -2.57% | 5.48% | NA | 2.23% |
Data as of 08/30/2017, AR inception is 11/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIMAX (FEDERATED INTERCONTINENTAL FUND CLASS A SHARES) | 11/04/1999 | 08/30/2017 |
| 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.98 | -9.42 | -7.25 | -0.77 | -2.57 | 5.48 | NA | 2.23 | -7.04 | -5.17 | -1.15 | -10.21 | 10.66 | 21.18 | -16.16 | 16.70 | 34.67 | -47.55 | 20.66 | 33.26 | 21.07 | 21.07 | 37.99 | -10.79 | -20.62 | -20.90 | 10.13 |
| Sharpe Ratio | NA | -0.31 | -0.28 | -0.04 | -0.09 | NA | NA | 0.05 | -0.37 | -0.30 | -0.07 | -0.83 | 0.79 | 1.25 | -0.55 | 0.73 | 1.22 | -1.12 | 0.86 | 1.97 | 1.72 | 1.33 | 3.71 | -0.78 | -1.38 | -1.47 | 5.05 |
| Standard Deviation(%) | NA | 32.06 | 26.06 | 24.87 | 30.45 | NA | NA | 21.24 | 29.82 | 17.74 | 16.44 | 12.33 | 13.38 | 17.02 | 29.68 | 22.90 | 28.44 | 43.07 | 20.48 | 15.26 | 11.01 | 15.13 | 10.05 | 15.21 | 16.88 | 16.94 | 16.44 |
| Draw Down(%) | NA | 23.53 | 24.73 | 26.14 | 64.21 | NA | NA | 64.21 | 23.53 | 14.49 | 17.86 | 16.36 | 11.91 | 15.57 | 30.75 | 18.17 | 26.64 | 58.69 | 15.90 | 19.41 | 9.91 | 17.03 | 10.83 | 26.40 | 33.00 | 24.56 | 5.76 |
| Yield(%) | 0.00 | 1.76 | 1.20 | 1.38 | 1.48 | 3.20 | 1.57 | 1.84 | 0.00 | 1.74 | 1.89 | 0.38 | 1.29 | 1.25 | 0.94 | 0.68 | 2.91 | 2.86 | 4.94 | 2.71 | 0.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/30/2017, AR inception is 11/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMAX (FEDERATED INTERCONTINENTAL FUND CLASS A SHARES) |
-18.31%
Mar 2000 - Mar 2003 |
-6.56%
Oct 2007 - Oct 2012 |
-0.67%
Jun 2007 - Jun 2017 |
2.81%
Dec 1999 - Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIMAX (FEDERATED INTERCONTINENTAL FUND CLASS A SHARES) |
34.25%
Mar 2003 - Mar 2006 |
29.19%
Oct 2002 - Oct 2007 |
11.32%
Feb 2003 - Feb 2013 |
7.32%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart