Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FHTIX (FEDERATED HIGH YIELD TRUST INSTITUTIONAL SHARES) | -0.79% | 5.44% | 3.68% | 6.22% | 3.99% | NA | NA | 4.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHTIX (FEDERATED HIGH YIELD TRUST INSTITUTIONAL SHARES) | 06/18/2013 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/18/2013.
AR inception is since 06/18/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 5.44 | 3.68 | 6.22 | 3.99 | NA | NA | 4.89 | -0.79 | 5.30 | 13.36 | -12.64 | 7.07 | 6.82 | 15.61 | -5.27 | 6.63 | 14.76 | -3.20 | 4.33 | 5.58 |
| Sharpe Ratio | NA | -0.22 | -0.11 | 0.59 | 0.34 | NA | NA | 0.49 | -0.98 | -0.36 | 1.52 | -1.63 | 1.86 | 0.48 | 3.23 | -1.54 | 1.83 | 2.20 | -0.60 | 1.02 | 2.49 |
| Standard Deviation(%) | NA | 4.19 | 6.35 | 6.09 | 6.77 | NA | NA | 6.43 | 5.55 | 3.63 | 6.04 | 8.66 | 3.80 | 13.80 | 4.39 | 4.30 | 3.29 | 6.62 | 5.37 | 4.23 | 4.23 |
| Draw Down(%) | NA | 4.70 | 10.30 | 16.94 | 24.20 | NA | NA | 24.20 | 4.68 | 2.38 | 4.59 | 16.73 | 2.70 | 24.20 | 2.11 | 7.50 | 2.60 | 6.41 | 9.34 | 5.23 | 3.19 |
| Yield(%) | 0.00 | 3.28 | 4.35 | 4.86 | 4.60 | 3.83 | 2.87 | 5.22 | 0.00 | 3.94 | 6.05 | 4.29 | 3.78 | 4.96 | 5.76 | 5.39 | 5.04 | 5.50 | 5.09 | 5.21 | 2.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHTIX (FEDERATED HIGH YIELD TRUST INSTITUTIONAL SHARES) |
-1.19%
Mar 2017 - Mar 2020 |
1.09%
Sep 2017 - Sep 2022 |
3.65%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHTIX (FEDERATED HIGH YIELD TRUST INSTITUTIONAL SHARES) |
9.76%
Dec 2018 - Dec 2021 |
8.26%
Feb 2016 - Feb 2021 |
4.58%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart