Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STISX (FEDERATED STRATEGIC INCOME FUND INSTITUTIONAL SHARES) | 1.78% | 8.06% | 8.15% | 2.42% | 4.01% | 3.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STISX (FEDERATED STRATEGIC INCOME FUND INSTITUTIONAL SHARES) | 02/01/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 8.06 | 8.15 | 2.42 | 4.01 | 3.89 | NA | … | … | 1.78 | 9.29 | 5.94 | 9.60 | -13.36 | 3.97 | 6.64 | 13.15 | -2.98 | 4.33 | 11.15 | -2.89 | 3.23 | 0.07 | 10.82 | 5.20 | 10.02 | 24.82 | -20.34 |
| Sharpe Ratio | NA | 1.85 | 1.19 | -0.01 | 0.46 | NA | NA | … | … | 0.41 | 1.82 | 0.55 | 0.98 | -2.01 | 1.23 | 0.60 | 4.81 | -1.62 | 1.65 | 2.40 | -0.83 | 1.11 | 0.01 | 4.77 | 1.42 | 2.83 | 5.09 | -3.02 |
| Standard Deviation(%) | NA | 3.13 | 4.49 | 5.18 | 5.28 | NA | NA | … | … | 3.89 | 3.54 | 4.25 | 6.10 | 7.37 | 3.21 | 10.58 | 2.43 | 2.71 | 2.23 | 4.56 | 3.53 | 2.90 | 3.31 | 2.28 | 3.65 | 3.50 | 4.86 | 7.56 |
| Draw Down(%) | NA | 2.49 | 5.44 | 18.43 | 18.43 | NA | NA | … | … | 2.49 | 3.54 | 2.50 | 6.28 | 17.87 | 2.72 | 18.20 | 0.67 | 4.36 | 1.55 | 3.98 | 6.99 | 4.53 | 5.82 | 2.48 | 5.55 | 4.19 | 5.14 | 24.80 |
| Yield(%) | 0.00 | 5.46 | 5.49 | 4.25 | 4.42 | 4.33 | 3.83 | … | … | 1.76 | 5.47 | 5.21 | 5.28 | 4.14 | 3.72 | 3.75 | 4.01 | 4.29 | 4.41 | 5.07 | 3.83 | 4.23 | 4.29 | 5.66 | 6.07 | 5.43 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STISX (FEDERATED STRATEGIC INCOME FUND INSTITUTIONAL SHARES) |
-2.07%
Sep 2019 – Sep 2022 |
0.32%
Sep 2017 – Sep 2022 |
1.77%
Sep 2012 – Sep 2022 |
3.21%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STISX (FEDERATED STRATEGIC INCOME FUND INSTITUTIONAL SHARES) |
14.34%
Feb 2009 – Feb 2012 |
10.75%
Nov 2008 – Nov 2013 |
6.65%
Nov 2008 – Nov 2018 |
5.24%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart