Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAFBX (Federated Balanced Allocation B) | NA | -7.17% | 9.97% | -1.88% | NA | NA | NA | … | … |
Data as of 12/09/2011, Common starting date is 01/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAFBX (Federated Balanced Allocation B) | 01/12/2006 | 12/09/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.17 | 9.97 | -1.88 | NA | NA | NA | … | … | -9.26 | 13.23 | 22.93 | -31.86 | 5.65 | 9.10 |
| Sharpe Ratio | NA | -0.41 | 0.58 | -0.15 | NA | NA | NA | … | … | -0.55 | 0.93 | 1.24 | -1.22 | 0.25 | 0.81 |
| Standard Deviation(%) | NA | 17.41 | 17.06 | 18.43 | NA | NA | NA | … | … | 17.74 | 14.13 | 18.44 | 26.81 | 10.41 | 7.54 |
| Draw Down(%) | NA | 20.49 | 20.49 | 45.47 | NA | NA | NA | … | … | 20.49 | 11.54 | 18.79 | 41.48 | 6.91 | 7.64 |
| Yield(%) | 0.00 | 0.74 | 1.44 | 4.71 | 2.57 | 1.71 | 1.28 | … | … | 0.00 | 0.80 | 1.33 | 1.23 | 13.62 | 9.58 |
Data as of 12/09/2011, Common starting date is 01/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFBX (Federated Balanced Allocation B) |
-12.09%
Feb 2006 – Feb 2009 |
-1.72%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAFBX (Federated Balanced Allocation B) |
9.79%
Nov 2008 – Nov 2011 |
2.95%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart