Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMNBX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS B SHARES) | NA | -4.16% | 3.15% | 3.44% | 4.13% | 4.05% | NA | … | … |
Data as of 02/03/2023, Common starting date is 09/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMNBX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS B SHARES) | 09/25/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | -4.16 | 3.15 | 3.44 | 4.13 | 4.05 | NA | … | … | 3.70 | -10.08 | 10.05 | 7.58 | 12.44 | -5.95 | 10.27 | 5.45 | -1.59 | 6.12 | 7.98 | 8.25 | 10.96 | 3.69 | 13.73 | -17.20 | 0.25 | 11.41 | 4.42 | 8.25 | 5.60 |
| Sharpe Ratio | NA | -0.61 | 0.22 | 0.22 | 0.45 | NA | NA | … | … | 7.60 | -1.20 | 1.57 | 0.44 | 2.33 | -1.00 | 2.71 | 1.03 | -0.25 | 1.37 | 1.52 | 1.88 | 1.43 | 0.50 | 1.53 | -1.46 | -0.56 | 2.20 | 0.61 | 1.74 | 7.50 |
| Standard Deviation(%) | NA | 9.53 | 11.69 | 9.84 | 7.84 | NA | NA | … | … | 6.02 | 9.57 | 6.38 | 16.61 | 4.73 | 7.29 | 3.57 | 5.08 | 6.57 | 4.45 | 5.22 | 4.40 | 7.65 | 7.19 | 8.92 | 12.33 | 5.01 | 3.71 | 3.70 | 4.19 | 2.95 |
| Draw Down(%) | NA | 13.71 | 21.52 | 21.52 | 21.52 | NA | NA | … | … | 0.68 | 15.79 | 2.28 | 21.52 | 2.90 | 10.78 | 1.45 | 3.31 | 6.41 | 4.11 | 6.17 | 2.76 | 5.29 | 6.40 | 9.13 | 20.65 | 4.78 | 2.13 | 2.71 | 5.43 | 0.30 |
| Yield(%) | 0.00 | 1.38 | 2.37 | 3.01 | 2.85 | 2.89 | 3.34 | … | … | 0.07 | 1.27 | 4.04 | 1.50 | 1.78 | 6.26 | 1.57 | 1.70 | 2.09 | 3.15 | 2.61 | 3.29 | 3.36 | 2.56 | 2.83 | 2.72 | 5.40 | 4.14 | 2.55 | 2.75 | 0.49 |
Data as of 02/03/2023, Common starting date is 09/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMNBX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS B SHARES) |
-4.87%
Feb 2006 – Feb 2009 |
-0.53%
Feb 2004 – Feb 2009 |
3.30%
Nov 2006 – Nov 2016 |
3.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMNBX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS B SHARES) |
12.14%
Feb 2009 – Feb 2012 |
10.41%
Feb 2009 – Feb 2014 |
6.77%
Feb 2009 – Feb 2019 |
4.87%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart