Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SRBRX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLASS R6 SHARES) -0.03% 3.57% 4.47% 1.73% 2.16% NA NA
Data as of 06/10/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
Name Start Date End Date
SRBRX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLASS R6 SHARES) 02/03/2014 06/10/2026
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
Annualized Return (%) -0.20 3.57 4.47 1.73 2.16 NA NA -0.03 5.84 4.13 5.18 -5.39 -0.35 4.90 5.20 0.82 1.81 2.70 -0.40 0.60
Sharpe Ratio NA 0.28 0.44 -0.28 0.22 NA NA -1.24 1.22 0.19 0.43 -2.02 -0.31 2.42 2.08 -0.40 0.86 1.44 -0.25 0.49
Standard Deviation(%) NA 2.19 2.61 2.84 2.30 NA NA 2.28 2.43 2.65 3.55 3.38 1.20 1.91 1.79 1.39 1.34 1.72 1.70 1.31
Draw Down(%) NA 1.46 1.46 8.33 8.33 NA NA 1.46 1.28 1.33 2.12 7.59 1.09 2.54 0.96 1.05 0.65 1.50 2.04 1.66
Yield(%) 0.00 3.73 3.74 2.76 2.39 1.86 1.39 1.34 4.14 3.85 2.74 1.66 1.40 1.61 2.39 2.26 1.99 1.81 1.82 1.74
Data as of 06/10/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRBRX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLASS R6 SHARES) -1.21%
Oct 2020 – Oct 2023
0.62%
Oct 2017 – Oct 2022
1.30%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRBRX (FEDERATED SHORT-INTERMEDIATE TOTAL RETURN BOND FUND CLASS R6 SHARES) 5.32%
Oct 2022 – Oct 2025
3.08%
Jan 2016 – Jan 2021
2.53%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return