Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SINBX (FEDERATED STRATEGIC INCOME FUND CLASS B SHARES) | NA | -5.28% | 0.48% | 1.98% | 2.15% | 3.75% | 4.88% | … | … |
Data as of 02/03/2023, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SINBX (FEDERATED STRATEGIC INCOME FUND CLASS B SHARES) | 08/18/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | -5.28 | 0.48 | 1.98 | 2.15 | 3.75 | 4.88 | … | … | 4.75 | -12.20 | 3.43 | 5.65 | 11.89 | -4.13 | 5.28 | 9.88 | -3.84 | 2.29 | -0.93 | 9.82 | 4.18 | 10.01 | 32.14 | -14.60 | 3.98 | 8.05 | 2.30 | 8.32 | 21.25 | 4.19 | 5.36 | -1.84 | 2.75 | 1.60 | 7.67 | 11.58 | 6.10 |
| Sharpe Ratio | NA | -0.92 | -0.02 | 0.16 | 0.31 | NA | NA | … | … | 9.49 | -1.86 | 1.09 | 0.51 | 4.40 | -2.06 | 2.21 | 2.16 | -1.07 | 0.78 | -0.29 | 4.26 | 1.15 | 2.98 | 6.87 | -2.23 | 0.39 | 1.88 | 0.05 | 2.08 | 6.62 | 0.75 | 0.71 | -1.77 | -0.16 | -0.47 | 1.51 | 2.40 | 4.25 |
| Standard Deviation(%) | NA | 7.58 | 7.76 | 6.22 | 5.01 | NA | NA | … | … | 6.66 | 7.34 | 3.14 | 10.54 | 2.38 | 2.65 | 2.11 | 4.45 | 3.62 | 2.90 | 3.32 | 2.31 | 3.61 | 3.33 | 4.67 | 6.94 | 2.48 | 2.53 | 2.83 | 3.54 | 3.11 | 4.11 | 4.35 | 3.33 | 3.00 | 3.63 | 2.73 | 3.34 | 3.29 |
| Draw Down(%) | NA | 15.02 | 18.32 | 18.32 | 18.32 | NA | NA | … | … | 0.61 | 16.79 | 2.27 | 18.32 | 0.77 | 5.41 | 1.65 | 4.16 | 7.63 | 4.90 | 5.86 | 2.56 | 5.69 | 4.16 | 4.37 | 22.40 | 2.70 | 2.20 | 3.10 | 5.27 | 4.19 | 8.19 | 5.97 | 6.55 | 4.27 | 7.50 | 2.50 | 2.32 | 0.90 |
| Yield(%) | 0.00 | 3.23 | 2.85 | 2.92 | 2.96 | 3.88 | 4.83 | … | … | 0.25 | 3.13 | 2.59 | 2.64 | 2.85 | 3.21 | 3.30 | 3.89 | 2.83 | 3.19 | 3.30 | 4.63 | 5.09 | 5.42 | 6.50 | 5.87 | 5.12 | 4.89 | 5.46 | 5.89 | 7.32 | 8.00 | 8.76 | 8.07 | 7.63 | 7.70 | 7.92 | 8.48 | 3.17 |
Data as of 02/03/2023, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINBX (FEDERATED STRATEGIC INCOME FUND CLASS B SHARES) |
-2.85%
Nov 2005 – Nov 2008 |
-0.18%
Sep 2017 – Sep 2022 |
1.20%
Sep 2012 – Sep 2022 |
3.16%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINBX (FEDERATED STRATEGIC INCOME FUND CLASS B SHARES) |
16.50%
Nov 2008 – Nov 2011 |
11.78%
Nov 2008 – Nov 2013 |
8.51%
Sep 2002 – Sep 2012 |
6.65%
Oct 1995 – Oct 2010 |
Annualized Rolling Returns Comparison Chart