Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STIAX (FEDERATED STRATEGIC INCOME FUND CLASS A SHARES) | 0.49% | 3.16% | 3.54% | 2.93% | 2.56% | 3.69% | 4.47% | 5.60% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STIAX (FEDERATED STRATEGIC INCOME FUND CLASS A SHARES) | 06/17/1994 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 06/17/1994.
AR inception is since 06/17/1994.
| 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 | 3.16 | 3.54 | 2.93 | 2.56 | 3.69 | 4.47 | 5.60 | 0.49 | 4.41 | 9.34 | -13.65 | 3.64 | 6.38 | 12.41 | -3.28 | 3.95 | 10.79 | -3.13 | 2.94 | -0.06 | 10.63 | 4.94 | 11.22 | 33.16 | -14.04 | 4.86 | 8.75 | 3.18 | 8.35 | 22.30 | 3.40 | 6.15 | -1.10 | 3.52 | 2.45 | 8.37 | 12.55 | 17.26 | -0.95 |
| Sharpe Ratio | NA | -0.74 | -0.15 | 0.08 | 0.16 | NA | NA | 0.85 | -0.34 | -0.51 | 0.84 | -2.07 | 1.13 | 0.58 | 4.62 | -1.71 | 1.51 | 2.35 | -0.88 | 1.02 | -0.03 | 4.80 | 1.33 | 3.24 | 7.13 | -2.16 | 0.78 | 2.10 | 0.33 | 2.01 | 7.05 | 0.57 | 0.88 | -1.63 | 0.10 | -0.24 | 1.71 | 2.57 | 3.84 | -1.65 |
| Standard Deviation(%) | NA | 4.25 | 5.88 | 5.31 | 5.38 | NA | NA | 4.28 | 4.76 | 4.32 | 6.09 | 7.28 | 3.19 | 10.61 | 2.38 | 2.69 | 2.20 | 4.50 | 3.59 | 2.87 | 3.39 | 2.22 | 3.69 | 3.44 | 4.64 | 6.92 | 2.40 | 2.62 | 3.06 | 3.69 | 3.07 | 4.05 | 4.39 | 3.19 | 3.00 | 3.62 | 2.82 | 3.49 | 3.49 | 3.09 |
| Draw Down(%) | NA | 4.82 | 10.21 | 18.71 | 18.71 | NA | NA | 22.11 | 3.85 | 2.92 | 6.45 | 18.08 | 2.67 | 18.32 | 0.77 | 4.73 | 1.54 | 3.98 | 7.20 | 4.57 | 5.93 | 2.49 | 5.56 | 3.94 | 4.31 | 22.11 | 2.62 | 2.08 | 2.98 | 5.29 | 3.96 | 8.57 | 5.67 | 6.37 | 4.09 | 7.25 | 2.38 | 2.26 | 1.39 | 2.49 |
| Yield(%) | 0.00 | 2.05 | 3.80 | 3.72 | 3.61 | 4.25 | 4.77 | 5.52 | 0.00 | 3.74 | 4.94 | 3.84 | 3.39 | 3.42 | 3.36 | 3.95 | 4.05 | 4.76 | 3.56 | 3.94 | 4.04 | 5.39 | 5.82 | 6.42 | 7.36 | 6.58 | 5.84 | 5.67 | 6.18 | 6.03 | 8.11 | 7.31 | 9.50 | 8.79 | 8.36 | 8.42 | 8.67 | 9.24 | 8.86 | 5.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STIAX (FEDERATED STRATEGIC INCOME FUND CLASS A SHARES) |
-2.49%
Sep 2019 - Sep 2022 |
-0.05%
Sep 2017 - Sep 2022 |
1.44%
Sep 2012 - Sep 2022 |
3.57%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STIAX (FEDERATED STRATEGIC INCOME FUND CLASS A SHARES) |
17.44%
Nov 2008 - Nov 2011 |
12.68%
Nov 2008 - Nov 2013 |
9.20%
Oct 2002 - Oct 2012 |
7.45%
Dec 1994 - Dec 2009 |
Annualized Rolling Returns Comparison Chart