Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STFSX (FEDERATED STRATEGIC INCOME FUND CLASS F SHARES) | 4.15% | 7.39% | 6.37% | 3.19% | 3.19% | 3.91% | 4.61% | 5.60% |
Data as of 07/10/2025, AR inception is 06/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STFSX (FEDERATED STRATEGIC INCOME FUND CLASS F SHARES) | 06/17/1994 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 7.39 | 6.37 | 3.19 | 3.19 | 3.91 | 4.61 | 5.60 | 4.15 | 4.31 | 9.41 | -13.65 | 3.66 | 6.33 | 12.81 | -3.41 | 4.11 | 10.73 | -3.14 | 2.96 | -0.06 | 10.56 | 4.96 | 11.13 | 33.11 | -13.97 | 4.76 | 8.91 | 3.07 | 8.90 | 22.36 | 4.46 | 6.15 | -1.11 | 3.42 | 2.36 | 8.48 | 12.44 | 16.79 | -1.23 |
| Sharpe Ratio | NA | 1.22 | 0.55 | 0.22 | 0.33 | NA | NA | 0.90 | 1.26 | -0.53 | 0.85 | -2.06 | 1.13 | 0.58 | 4.95 | -1.78 | 1.70 | 2.36 | -0.89 | 1.03 | -0.03 | 4.55 | 1.36 | 3.23 | 6.96 | -2.14 | 0.72 | 2.14 | 0.31 | 2.14 | 7.03 | 0.83 | 0.89 | -1.60 | 0.06 | -0.26 | 1.76 | 2.53 | 3.54 | -1.81 |
| Standard Deviation(%) | NA | 4.07 | 5.50 | 5.26 | 5.36 | NA | NA | 4.28 | 4.51 | 4.30 | 6.13 | 7.31 | 3.21 | 10.51 | 2.31 | 2.67 | 2.06 | 4.45 | 3.58 | 2.87 | 3.37 | 2.33 | 3.63 | 3.42 | 4.74 | 6.93 | 2.48 | 2.64 | 2.93 | 3.73 | 3.08 | 4.05 | 4.38 | 3.24 | 2.99 | 3.72 | 2.81 | 3.50 | 3.66 | 3.12 |
| Draw Down(%) | NA | 3.57 | 9.07 | 18.74 | 18.74 | NA | NA | 22.07 | 3.57 | 2.94 | 6.49 | 18.11 | 2.69 | 18.24 | 0.68 | 4.65 | 1.55 | 4.00 | 7.19 | 4.50 | 5.76 | 2.50 | 5.48 | 3.96 | 4.33 | 22.07 | 2.63 | 2.09 | 2.99 | 4.98 | 3.97 | 8.30 | 5.68 | 6.38 | 4.09 | 7.35 | 2.38 | 2.45 | 1.50 | 2.61 |
| Yield(%) | 0.00 | 4.85 | 4.83 | 4.14 | 3.95 | 4.38 | 4.83 | 5.45 | 1.99 | 4.91 | 4.97 | 3.87 | 3.42 | 3.46 | 3.68 | 3.98 | 4.09 | 4.79 | 3.58 | 3.96 | 4.06 | 5.41 | 5.84 | 6.43 | 7.39 | 6.60 | 5.86 | 5.68 | 6.20 | 6.54 | 8.14 | 8.38 | 9.50 | 8.79 | 8.36 | 8.41 | 8.67 | 9.24 | 8.34 | 4.83 |
Data as of 07/10/2025, AR inception is 06/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFSX (FEDERATED STRATEGIC INCOME FUND CLASS F SHARES) |
-2.41%
Sep 2019 - Sep 2022 |
0.00%
Sep 2017 - Sep 2022 |
1.46%
Sep 2012 - Sep 2022 |
3.60%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STFSX (FEDERATED STRATEGIC INCOME FUND CLASS F SHARES) |
17.47%
Nov 2008 - Nov 2011 |
12.68%
Nov 2008 - Nov 2013 |
9.32%
Sep 2002 - Sep 2012 |
7.52%
Dec 1994 - Dec 2009 |
Annualized Rolling Returns Comparison Chart