Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLRBX (FEDERATED TOTAL RETURN BOND FUND CLASS B SHARES) | NA | -7.48% | -1.00% | 1.16% | 1.32% | 2.51% | 2.90% | … | … |
Data as of 02/03/2023, Common starting date is 08/30/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLRBX (FEDERATED TOTAL RETURN BOND FUND CLASS B SHARES) | 08/30/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -7.48 | -1.00 | 1.16 | 1.32 | 2.51 | 2.90 | … | … | 2.52 | -11.72 | -0.69 | 8.25 | 8.45 | -1.93 | 3.28 | 3.93 | -1.34 | 4.15 | -1.89 | 5.37 | 5.06 | 5.90 | 10.94 | -0.40 | 5.90 | 3.96 | 1.15 | 4.10 | 4.28 | 8.16 | 0.83 |
| Sharpe Ratio | NA | -1.24 | -0.28 | 0.07 | 0.21 | NA | NA | … | … | 3.74 | -1.85 | -0.22 | 1.55 | 2.44 | -1.30 | 1.12 | 1.32 | -0.44 | 2.00 | -0.65 | 2.43 | 1.24 | 1.55 | 1.90 | -0.21 | 0.74 | 0.21 | -0.38 | 0.68 | 0.85 | 1.66 | 0.21 |
| Standard Deviation(%) | NA | 7.38 | 5.65 | 4.71 | 3.83 | NA | NA | … | … | 7.56 | 7.12 | 3.25 | 5.17 | 2.89 | 2.51 | 2.38 | 2.80 | 3.09 | 2.07 | 2.94 | 2.20 | 4.07 | 3.75 | 5.72 | 6.22 | 3.91 | 3.19 | 2.72 | 4.64 | 4.24 | 4.25 | 5.78 |
| Draw Down(%) | NA | 13.88 | 16.38 | 16.38 | 16.38 | NA | NA | … | … | 0.92 | 15.69 | 2.80 | 9.25 | 1.79 | 3.32 | 1.30 | 3.63 | 3.48 | 1.17 | 4.85 | 1.04 | 2.31 | 3.66 | 2.69 | 8.25 | 2.58 | 2.13 | 2.29 | 5.18 | 5.04 | 2.99 | 3.81 |
| Yield(%) | 0.20 | 1.66 | 2.67 | 2.61 | 2.46 | 3.01 | 3.25 | … | … | 0.21 | 1.56 | 2.63 | 3.79 | 2.45 | 2.29 | 2.15 | 2.61 | 2.31 | 2.74 | 2.85 | 3.99 | 3.82 | 3.28 | 3.98 | 4.44 | 4.22 | 3.95 | 3.80 | 4.02 | 3.77 | 5.18 | 2.53 |
Data as of 02/03/2023, Common starting date is 08/30/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLRBX (FEDERATED TOTAL RETURN BOND FUND CLASS B SHARES) |
-2.22%
Oct 2019 – Oct 2022 |
-0.10%
Oct 2017 – Oct 2022 |
0.72%
Oct 2012 – Oct 2022 |
2.37%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLRBX (FEDERATED TOTAL RETURN BOND FUND CLASS B SHARES) |
8.88%
Oct 2008 – Oct 2011 |
6.09%
Oct 2008 – Oct 2013 |
5.02%
Mar 2002 – Mar 2012 |
4.06%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart