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 |
|---|---|---|---|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | 1.07% | 5.46% | 0.51% | -0.78% | 1.39% | 2.44% | 3.30% | 4.51% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) | 10/10/1996 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/10/1996.
AR inception is since 10/10/1996.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 5.46 | 0.51 | -0.78 | 1.39 | 2.44 | 3.30 | 4.51 | 1.07 | 0.47 | 4.86 | -12.69 | -1.70 | 7.49 | 9.73 | -0.86 | 4.42 | 4.97 | -0.14 | 5.29 | -0.85 | 6.50 | 6.23 | 6.97 | 12.15 | 0.65 | 7.04 | 5.08 | 2.23 | 5.01 | 5.31 | 8.85 | 8.08 | 11.29 | -0.85 | 9.08 | 10.57 | 3.66 |
| Sharpe Ratio | NA | -0.18 | -0.57 | -0.60 | -0.06 | NA | NA | 0.64 | 0.10 | -1.12 | 0.08 | -1.99 | -0.59 | 1.32 | 2.78 | -0.86 | 1.52 | 1.66 | -0.05 | 2.39 | -0.29 | 2.77 | 1.48 | 1.78 | 2.07 | -0.04 | 1.01 | 0.54 | 0.02 | 0.86 | 1.07 | 1.80 | 1.17 | 1.72 | -0.93 | 1.33 | 1.80 | 3.37 |
| Standard Deviation(%) | NA | 5.18 | 6.73 | 5.71 | 4.71 | NA | NA | 4.38 | 5.33 | 5.48 | 7.58 | 7.12 | 2.90 | 5.45 | 2.99 | 2.53 | 2.50 | 2.86 | 3.21 | 2.21 | 3.02 | 2.34 | 4.18 | 3.87 | 5.82 | 6.29 | 4.03 | 3.33 | 2.85 | 4.72 | 4.32 | 4.31 | 5.03 | 4.17 | 4.38 | 4.34 | 3.90 | 4.21 |
| Draw Down(%) | NA | 4.91 | 9.55 | 19.01 | 19.01 | NA | NA | 19.01 | 2.72 | 4.13 | 7.62 | 16.36 | 2.91 | 9.16 | 1.70 | 2.72 | 1.29 | 3.29 | 2.77 | 1.17 | 4.63 | 1.04 | 2.22 | 3.58 | 2.69 | 8.09 | 2.49 | 1.85 | 2.20 | 4.97 | 4.88 | 2.99 | 3.73 | 3.01 | 3.87 | 2.98 | 1.96 | 1.65 |
| Yield(%) | 0.00 | 2.26 | 2.69 | 2.39 | 2.87 | 3.39 | 3.89 | 4.92 | 0.00 | 2.86 | 3.53 | 2.54 | 1.86 | 2.90 | 3.58 | 3.34 | 3.26 | 3.73 | 3.42 | 3.85 | 3.88 | 5.08 | 4.95 | 4.32 | 5.11 | 5.46 | 5.30 | 5.01 | 4.85 | 4.89 | 4.77 | 5.83 | 6.80 | 6.98 | 6.14 | 5.95 | 7.04 | 1.75 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
-5.73%
Oct 2020 - Oct 2023 |
-0.89%
Jan 2020 - Jan 2025 |
1.11%
Oct 2012 - Oct 2022 |
2.47%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRBX (FEDERATED TOTAL RETURN BOND FUND INSTITUTIONAL SHARES) |
10.31%
May 2000 - May 2003 |
7.82%
Jan 2000 - Jan 2005 |
6.69%
Jan 2000 - Jan 2010 |
6.58%
Mar 1997 - Mar 2012 |
Annualized Rolling Returns Comparison Chart