Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRFIX (FEDERATED REAL RETURN BOND FUND INSTITUTIONAL SHARES) | 1.34% | 4.81% | 3.39% | 0.78% | 2.76% | 2.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRFIX (FEDERATED REAL RETURN BOND FUND INSTITUTIONAL SHARES) | 10/12/2006 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.81 | 3.39 | 0.78 | 2.76 | 2.10 | NA | … | … | 1.34 | 6.56 | 1.73 | 2.73 | -11.73 | 5.64 | 10.78 | 8.36 | -0.94 | 2.36 | 5.51 | -2.00 | -0.31 | -4.66 | 5.92 | 5.27 | 2.90 | 11.38 | -0.89 | 10.99 | 0.00 |
| Sharpe Ratio | NA | 0.64 | 0.07 | -0.28 | 0.21 | NA | NA | … | … | 0.39 | 0.84 | -0.40 | -0.13 | -1.50 | 1.24 | 1.31 | 1.72 | -0.84 | 0.65 | 1.45 | -0.53 | -0.10 | -1.24 | 1.87 | 1.09 | 0.67 | 1.44 | -0.17 | 1.27 | -0.83 |
| Standard Deviation(%) | NA | 3.52 | 4.99 | 6.17 | 5.49 | NA | NA | … | … | 3.38 | 4.39 | 4.69 | 7.41 | 8.82 | 4.53 | 7.99 | 4.01 | 2.77 | 2.62 | 3.65 | 3.84 | 3.08 | 3.80 | 3.16 | 4.80 | 4.17 | 7.81 | 10.82 | 6.20 | 4.31 |
| Draw Down(%) | NA | 2.10 | 5.08 | 14.68 | 14.68 | NA | NA | … | … | 2.10 | 2.80 | 3.86 | 7.00 | 14.10 | 2.62 | 9.63 | 2.66 | 3.18 | 1.53 | 1.62 | 4.72 | 4.82 | 7.15 | 1.33 | 3.68 | 3.31 | 4.87 | 14.71 | 3.59 | 2.53 |
| Yield(%) | 0.00 | 3.92 | 3.90 | 3.80 | 3.14 | 2.67 | 3.05 | … | … | 0.21 | 4.64 | 3.75 | 3.69 | 5.47 | 3.58 | 1.02 | 2.07 | 2.35 | 2.15 | 1.69 | 0.72 | 2.29 | 1.72 | 2.76 | 4.02 | 2.95 | 1.82 | 5.56 | 5.21 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRFIX (FEDERATED REAL RETURN BOND FUND INSTITUTIONAL SHARES) |
-2.66%
Dec 2021 – Dec 2024 |
-0.10%
Oct 2012 – Oct 2017 |
0.98%
Sep 2012 – Sep 2022 |
1.96%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRFIX (FEDERATED REAL RETURN BOND FUND INSTITUTIONAL SHARES) |
9.37%
Oct 2008 – Oct 2011 |
6.26%
Jan 2007 – Jan 2012 |
3.34%
Jan 2007 – Jan 2017 |
3.90%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart