Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBFIX (FEDERATED GLOBAL ALLOCATION FUND INSTITUTIONAL SHARES) | 5.61% | 17.72% | 13.26% | 2.63% | 5.78% | 5.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBFIX (FEDERATED GLOBAL ALLOCATION FUND INSTITUTIONAL SHARES) | 06/15/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 17.72 | 13.26 | 2.63 | 5.78 | 5.61 | NA | … | … | 5.61 | 16.93 | 9.44 | 11.54 | -15.19 | -4.37 | 11.66 | 18.22 | -8.33 | 17.35 | 3.27 | -4.14 | 4.04 | 18.84 | 12.24 | -2.62 | 11.30 | 15.40 |
| Sharpe Ratio | NA | 1.64 | 1.04 | 0.01 | 0.34 | NA | NA | … | … | 0.98 | 1.36 | 0.70 | 0.93 | -1.21 | -0.27 | 0.53 | 2.31 | -0.89 | 3.62 | 0.32 | -0.42 | 0.49 | 2.13 | 1.27 | -0.16 | 0.72 | 2.10 |
| Standard Deviation(%) | NA | 9.17 | 9.58 | 11.95 | 12.10 | NA | NA | … | … | 11.32 | 10.38 | 8.31 | 8.52 | 13.83 | 16.42 | 21.40 | 7.26 | 10.95 | 4.64 | 9.68 | 9.86 | 8.16 | 8.84 | 9.65 | 17.02 | 15.64 | 14.11 |
| Draw Down(%) | NA | 7.22 | 10.84 | 31.33 | 31.33 | NA | NA | … | … | 7.22 | 10.84 | 5.04 | 9.13 | 21.20 | 12.98 | 25.66 | 4.31 | 16.04 | 1.49 | 7.95 | 11.34 | 7.20 | 7.27 | 8.56 | 14.84 | 13.13 | 4.26 |
| Yield(%) | 0.00 | 6.92 | 4.27 | 2.55 | 3.20 | 4.11 | 4.08 | … | … | 0.45 | 7.23 | 2.46 | 1.98 | 1.69 | 1.69 | 1.61 | 3.23 | 5.24 | 1.95 | 1.93 | 1.34 | 9.92 | 13.59 | 3.18 | 1.36 | 0.21 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFIX (FEDERATED GLOBAL ALLOCATION FUND INSTITUTIONAL SHARES) |
-4.51%
Apr 2021 – Apr 2024 |
-0.93%
Sep 2017 – Sep 2022 |
1.93%
Oct 2013 – Oct 2023 |
4.82%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFIX (FEDERATED GLOBAL ALLOCATION FUND INSTITUTIONAL SHARES) |
14.47%
May 2023 – May 2026 |
10.49%
Jun 2010 – Jun 2015 |
7.91%
Sep 2011 – Sep 2021 |
6.17%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart