Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMUCX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS C SHARES) | 4.89% | 14.98% | 9.21% | 3.37% | 4.89% | 5.31% | 4.50% | … | … |
Data as of 06/08/2026, Common starting date is 09/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMUCX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS C SHARES) | 09/24/2003 | 06/08/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 14.98 | 9.21 | 3.37 | 4.89 | 5.31 | 4.50 | … | … | 4.89 | 8.77 | 7.80 | 8.99 | -11.36 | 6.94 | 7.58 | 12.45 | -6.03 | 10.27 | 5.44 | -1.57 | 6.14 | 8.08 | 8.16 | 10.96 | 3.69 | 13.74 | -17.20 | 0.25 | 11.42 | 4.42 | 8.17 | 5.61 |
| Sharpe Ratio | NA | 2.12 | 0.94 | 0.11 | 0.41 | NA | NA | … | … | 1.24 | 0.80 | 0.80 | 0.92 | -1.35 | 1.05 | 0.44 | 2.28 | -1.03 | 2.70 | 1.04 | -0.24 | 1.37 | 1.53 | 1.87 | 1.43 | 0.50 | 1.53 | -1.47 | -0.58 | 2.17 | 0.59 | 1.71 | 6.93 |
| Standard Deviation(%) | NA | 5.87 | 6.38 | 7.09 | 8.05 | NA | NA | … | … | 6.98 | 7.36 | 5.25 | 5.82 | 9.53 | 6.58 | 16.62 | 4.81 | 7.25 | 3.57 | 5.00 | 6.58 | 4.46 | 5.27 | 4.36 | 7.66 | 7.17 | 8.90 | 12.28 | 4.99 | 3.70 | 3.65 | 4.20 | 3.14 |
| Draw Down(%) | NA | 4.74 | 9.96 | 18.13 | 21.46 | NA | NA | … | … | 4.74 | 9.84 | 3.10 | 7.85 | 16.43 | 4.22 | 21.46 | 2.98 | 10.77 | 1.47 | 3.31 | 6.49 | 4.09 | 6.17 | 2.76 | 5.29 | 6.40 | 9.03 | 20.74 | 4.78 | 2.13 | 2.65 | 5.43 | 0.30 |
| Yield(%) | 0.00 | 1.16 | 1.48 | 1.32 | 2.11 | 2.67 | 2.72 | … | … | 0.52 | 1.03 | 1.34 | 1.94 | 1.28 | 1.45 | 1.49 | 1.78 | 6.26 | 1.58 | 1.69 | 2.10 | 3.17 | 2.61 | 3.29 | 3.36 | 2.56 | 2.84 | 2.72 | 5.41 | 4.15 | 2.55 | 2.68 | 0.50 |
Data as of 06/08/2026, Common starting date is 09/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUCX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS C SHARES) |
-4.87%
Feb 2006 – Feb 2009 |
-0.52%
Feb 2004 – Feb 2009 |
2.65%
Oct 2013 – Oct 2023 |
2.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMUCX (FEDERATED MUNI AND STOCK ADVANTAGE FUND CLASS C SHARES) |
12.14%
Feb 2009 – Feb 2012 |
10.41%
Feb 2009 – Feb 2014 |
6.78%
Feb 2009 – Feb 2019 |
5.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart