Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPTFX (Federated Project and Trade Finance Tend) | 1.70% | 1.17% | 1.27% | 0.90% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPTFX (Federated Project and Trade Finance Tend) | 02/28/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 1.17 | 1.27 | 0.90 | NA | NA | NA | … | … | 1.70 | 3.52 | 1.52 | 2.51 | -2.02 | -0.30 | -0.60 | 4.26 | 4.47 | 2.06 |
| Sharpe Ratio | NA | -0.46 | -0.51 | -0.46 | NA | NA | NA | … | … | 0.69 | 0.19 | -1.46 | -0.43 | -0.85 | -0.24 | -0.36 | 4.79 | 5.00 | 3.49 |
| Standard Deviation(%) | NA | 3.21 | 3.94 | 3.59 | NA | NA | NA | … | … | 2.17 | 3.58 | 3.48 | 4.05 | 4.01 | 1.38 | 2.29 | 0.60 | 0.63 | 0.51 |
| Draw Down(%) | NA | 1.96 | 2.95 | 3.49 | NA | NA | NA | … | … | 1.28 | 2.95 | 1.77 | 2.76 | 3.49 | 1.00 | 3.09 | 0.06 | 0.10 | 0.10 |
| Yield(%) | 0.00 | 0.08 | 0.77 | 0.46 | 1.33 | 0.89 | 0.67 | … | … | 0.00 | 1.57 | 0.00 | 0.76 | 0.00 | 0.00 | 0.00 | 4.20 | 4.59 | 2.25 |
Data as of 06/05/2026, Common starting date is 02/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPTFX (Federated Project and Trade Finance Tend) |
-0.98%
Dec 2019 – Dec 2022 |
0.21%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPTFX (Federated Project and Trade Finance Tend) |
3.05%
Nov 2017 – Nov 2020 |
1.77%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart