Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYIBX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS B SHARES) | NA | 4.00% | 2.00% | 1.36% | 2.79% | 2.92% | NA | … | … |
Data as of 12/08/2017, Common starting date is 09/17/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYIBX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS B SHARES) | 09/17/2002 | 12/08/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 4.00 | 2.00 | 1.36 | 2.79 | 2.92 | NA | … | … | 3.62 | -0.24 | 2.26 | 7.34 | -4.04 | 6.12 | 9.52 | 0.83 | 16.15 | -11.44 | -1.34 | 4.35 | 3.47 | 3.48 | 4.95 | -0.84 |
| Sharpe Ratio | NA | 1.73 | 0.80 | 0.48 | 0.69 | NA | NA | … | … | 1.64 | -0.18 | 1.16 | 4.15 | -1.17 | 2.72 | 3.39 | 0.25 | 4.23 | -1.49 | -1.60 | 0.46 | 0.57 | 0.73 | 1.19 | -0.99 |
| Standard Deviation(%) | NA | 1.96 | 2.15 | 2.44 | 3.68 | NA | NA | … | … | 1.97 | 2.48 | 1.93 | 1.77 | 3.48 | 2.25 | 2.80 | 2.99 | 3.80 | 8.27 | 2.74 | 2.29 | 2.30 | 3.49 | 3.58 | 3.87 |
| Draw Down(%) | NA | 1.44 | 5.57 | 8.21 | 17.63 | NA | NA | … | … | 1.44 | 5.57 | 2.45 | 1.22 | 7.71 | 2.30 | 2.88 | 6.09 | 2.86 | 17.63 | 4.57 | 1.49 | 2.20 | 5.46 | 5.46 | 3.99 |
| Yield(%) | 0.00 | 2.01 | 2.14 | 2.15 | 2.63 | 2.89 | 2.12 | … | … | 1.83 | 2.10 | 2.32 | 2.47 | 2.38 | 2.68 | 3.07 | 2.81 | 3.70 | 3.44 | 3.31 | 3.33 | 3.42 | 3.58 | 3.46 | 0.28 |
Data as of 12/08/2017, Common starting date is 09/17/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYIBX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS B SHARES) |
-3.03%
Dec 2005 – Dec 2008 |
-0.48%
Dec 2003 – Dec 2008 |
2.12%
Nov 2006 – Nov 2016 |
2.89%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYIBX (FEDERATED NEW YORK MUNICIPAL INCOME FUND CLASS B SHARES) |
8.65%
Dec 2008 – Dec 2011 |
5.51%
Nov 2008 – Nov 2013 |
3.77%
Nov 2002 – Nov 2012 |
2.89%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart